Support center

How to set up an email template

Only users that have access to templates can modify templates. Your system administrator can set this permission in your user account.

1
Access via " Personal Settings" > " Template Settings" > " Email templates". Here you will find templates for different sections.
2
Select desired section and click the " New" button in the top right corner.

3
Make your template text. The merge field button is your friend, as it shows a list with available fields.
4
Save.
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