Configuring Email Templates

Email templates enable ClientSpace administrators to configure automated messages that trigger on specific conditions. Configuring email templates guides you through a five-step procedure: Initial, Content, Addresses, Step 4: Conditions, and Attachments.

This topic gets you started. After you click Add, follow the procedures to complete the five-step process.

To get started

  1. Go to System Admin > Email Templates.
    The Email Templates dashboard opens showing a list of published Email Templates.

  2. What do you want to do?

    • To configure an existing email template: Locate the template in the list and click (Open).

      Note: Use Quick Search or More Search, if needed, to locate the email template and continue with Step 1: Initial.

    • To configure a new email template, click Add: The Choose Email Template Type dialog opens with options to select Real Time or Scheduled.

      1. Select an Email Template Type.
        The Add Email Template workflow is presented, with a series of steps to start generating your new template.

      2. If you selected Scheduled, refer toConfiguring Scheduled Email Templates for assistance creating a Scheduled Email Template. Otherwise, continue to the next step for setting up a Real Time template: Step 1: Initial.