Emails

Modified on Mon, 24 Mar at 4:28 PM


Amend email templates by going to "Company setup", "Advanced" and "emails."


List of default email templates.


To edit a template, click on the specific template. Note that there are different language options available in the tabs across the top. Note that the email will be sent in the configured language that the receiver has chosen.


Click on a template to edit the default content.


Dynamic elements


Click "Edit" to edit the text and its format, add links, and so forth.

Click "{x}" for a list of options to personalize the email templates:

  • Sender name: Full name of the sender.
  • Sender email: Email of the sender.
  • Recipient name: Full name of the recipient.
  • Recipient email: Email of the recipient.
  • Contact name: Name of the contact person for your organization.
  • Contact email: Email of the contact person for your organization.
  • Organization name: Name of your organization.
  • Organization unit: the name of the organizational unit associated with the email.
  • Custom message: Space for a custom message to be added before sending out the email to the recipient.
  • Registration link: A link to the registration.
  • Measure name: Name of the measure that the registration is based on.


Create a new template


Step 1 - Toggle to "Custom" and add "New template."

Step 2 - Select the template type.

Step 3 - Add a name and description. The name will be displayed when selecting which template to use. 

Step 4 - Add the content to your template. Make use of the dynamic elements to customize the content.

Step 5 - If relevant, add a translation.

Step 6 - Save.


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