How do I edit e-mail templates?

RELEVANT MODULE- GENERAL

RELEVANT ROLES- ACCOUNT ADMIN

  • To edit e-mail templates, click settings in the navigation bar of the application.
  • After you click settings, click notification settings.
  • From the notification settings drop-down box, click notification templates.  This will take you to the notification templates list.

  • From here, select the template you would like to edit. This directs you to the notification template details where you can edit any information you need to and then click save.
  • To ease the creation of the template we have created variables to personalize the message. For example, if one of the variables is {first-name}, it can be used like “Hello {first-name}” and the placeholder will be replaced with its appropriate value.

  • Your edits have been successfully saved when you see notification template updated.
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