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 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. By clicking on the merge field button, it shows a list of available fields, that will later automatically populate.

4

Save.