Customizing BPM Login Notifications

Once you flag a batch as Open to BPM, if the email address on the Renewal Client Contact record identified on the batch is correct, your client will receive an email notification when you place the batch in Client Review status. An email using the default settings is shown below:

The email notification indicates that the batch is ready for review on BPM and contains a link to the Benefits Batch which they will access in BPM (upon successful authentication) by clicking a tile on the BPM Welcome page referred to as the Benefits Batch card:

The email notification uses a pre-configured email template named BPM Login Email. It is flagged by default as "published" and can be used "out-of-the-box" or customized to your company's requirements. In this topic, we cover some of the optional customizations you can make to the BPM Login Email template.

Note: For steps on building your own template from scratch or making other customizations not discussed in this topic, refer toEmail Templates: Basic Configuration.

Customizing the BPM Login Email Template

To configure the BPM Login Email Template:

  1. Go to System Admin > Email Templates.

    The Email Templates dashboard opens.

  2. Locate the BPM Login Email template and click (Open) next to it.

  3. The Email Template wizard opens at Step 1 Initial.

  4. Consider the following customizations:

    • On Step 2 Content, edit the Subject or Body text.

      Note: To add additional replacement fields, click See Replace Fields. For details about using replacement fields, see Replacement Fields.

    • From any tab, add a static attachment by clicking Add on the Attachments panel. For instance, you can add the instructions we provided for you to give to your customers on using BPM. See BPM Customer Guide.

      Tip: Don't like the default OpenToBPM link label? Change it easily by selecting View in HTML in the Body section toolbar. When the View HTML window displays, edit only the text portion of the HTML that controls the hyperlink label (as highlighted in the screen below). Then click Update to save the changes and close the View HTML window. Preview your change in the Body section.

  5. Click Apply or Save to save your changes.

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