Manage Email Templates

From AgileApps Support Wiki
Revision as of 21:30, 5 December 2012 by imported>Aeric

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:

Available Email Templates

To edit an email template:

  1. Click Manage Email Templates
  2. Select a template from the list
  3. Click the [Edit] button, and complete the following information:
    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:

Tenant

Manage Tenant Welcome Messages

Tenant Self-Registration Welcome Email
Tenant Registration by ISV/MSP 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

Task

Manage Task Notification Related Emails

New/Edit Task Email
Change new/edit task email template
Task Completed Mail
Change task completed email template
Task Reminder Email
Change task reminder email template
Project Task Reminder Email
Change project task reminder email template
Send Note Email
Change send note email template

Appointment

Manage Appointment Notification Related Emails

New/Edit Appointment Email
Appointment Reminder Email

Status

Templates for Status Notification Emails

Export Status Email
Mass Operation Status Email
Import Status Email
Report Status Email
Translation Export Status Email

Campaign

Manage Campaigns Notification Related Emails

Campaign Email
Used in status notification messages regarding failed campaigns (rejected by marketing campaign email provider)
Learn more: Marketing Campaign Email Configuration

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

Case

Manage Case Related Notification Emails

New Suppport Case Notification Email
Support Case Update Notification Email from Provider
Support Case Update Notification Email from Customer

Other

Manage Other Notification Emails

Ownership Change Mail
Accessories exceeded notification email
Templates to used when:
  • Scheduled Job Limits exceeded
  • API Calls Limit exceeded