Email Templates

Explore Job Aids for more help:

Job Aids

To configure the email templates, follow the steps below:

  1. Navigate to the Email Templates settings page.
  2. Click the Template Type dropdown and select a template from the dropdown options.

  3. By default, the subject line and email body content are populated in the ‘Subject’ field and the email message text box, respectively.
  4. Make the required changes to subject and email body content.

  5. Click Insertions dropdown, select an option and click Insert.

  6. Click Save.