Manage Email Templates

With these options, Service Providers can personalize communications with tenants and build value with customized branding and messaging.

Template variables can be used to personalize the Subject or Body of the message.

Learn more:

• Template Variables in Service Provider Email Messages
• Template Variables in Email Templates

Available Email Templates

To edit an email template:

1. Click Manage Email Templates
2. Select a category from the list
3. Select a template from the category
4. For User Notification emails:
   • Select the version of the template that corresponds to one of the languages supported in this instance of the platform.
   • Then click the folder icon to view that version
5. Click [Edit], and modify the settings:

   Email Subject

   Subject of the email message

   Use Email Header & Footer

   Default is Yes; if enabled, displays the Service Header HTML and Service Footer HTML

   HTML Email Body

   HTML code is provided, which can be edited in place, or replaced (via cut-and-paste action from an HTML editor).

Email Header/Footer

Manage Email Header/Footer Settings

Email Header HTML

Email Footer HTML

Use this option to specify the Email Header and Footer HTML code used in system-generated Email Notifications. Examples of typical system-generated email notifications are:

• Task status update/notifications
• Welcome email message sent to new users
• Appointment reminder email messages

The HTML code creates a template for system-generated messages, and can be used to brand your notification messages.

1. Email Header HTML - appears at the top of system-generated email messages
2. Email Footer HTML - appears at the bottom of system-generated email messages

Find cut-and-paste examples here:

• Email Header HTML Code Sample
• Email Footer HTML Code Sample

Tenant

Manage Tenant Welcome Messages

Tenant Self-Registration Welcome Email

Tenant Registration by ISV Welcome Email

Email Verification

User

Manage User Notification Related Emails

User Welcome Email

Used in messages sent when a user account is created, and provides a link to the Login page

Reset Password Email

Used in messages sent when the user password has been reset, and provides the user's password

Forgot Password Link Email

• Used in messages sent when the user clicks the Forgot my Password link, and provides a link to the Security Question
• Learn more: Login

Forgot Reset Password Email

• Used in messages sent after a user requests a password change, and provides a new, temporary password
• Also used when a new user/tenant is added via REST API - Add a User, and a password not specified when the user record is created

Status

Templates for Status Notification Emails

Export Status Email

Mass Operation Status Email

Import Status Email

Report Status Email

Translation Export Status Email

Package

Templates for Package Notification Emails

Package Approval Email

Package Rejection Email

Package Publish Email

Package Deploy Notification Email

Storage Notifications

Set Up Templates for Storage Notifications

90% Storage Space Exhausted Status Email

100% Storage Space Exhausted Status Email