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:
- Go to System Admin > Email Templates.
The Email Templates dashboard opens showing a list of published Email Templates. - To configure an existing email template, locate the template in the list and click (Open). Follow the steps in the following topics.
- To configure an email template, click Add.
The Add Email Template workflow is presented, with a series of steps to start generating your new template. - Continue to the next step: Step 1: Initial.