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. To configure an existing email template, locate the template in the list and click (Open). Follow the steps in the following topics.
  3. To configure an email template, click Add.
    The Choose Email Template Type dialog opens with options to select Real Time or Scheduled.
  4. Select an Email Template Type.
    The Add Email Template workflow is presented, with a series of steps to start generating your new template.
  5. What do you want to do?
• 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.