Skip to end of metadata
Go to start of metadata

Mail templates specify the content of a message when an alert is triggered. With a little bit of coding you set up the template of a message. 

Add a Mail template

To add a mail template: 

  1. Click Admin in the left navigation menu. This opens the Administration screen.
  2. Click Mail templates under the General heading. This opens the Mail template overview. 
    Mail template overview - click for a larger view
    The Mail template overview contains the following columns:
    • ID, the ID of the mail template;
    • Name, the name of the mail template;
    • Uses, the number of times the template is applied to an alert.  
  3. Click the Add button to add a mail template. This opens the Header tab of the Insert new template screen. 
    Insert new template screen - click for a larger view
  4. Define the following details for the new template:
    • Enter a name in the Name field under the General section 
    • Enter the content of the alert message In the Template content section.

For more information about how to code the content of a template, please refer to Mail template content coding.

Edit Mail template

To edit the content of the template:

  1. Click Mail templates under the General heading of the Administration screen. This opens the Mail template overview.
  2. In the Mail template overview, click the template you want to edit. This opens the Header tab of the Edit template screen. 
  3. Edit the template's content.
  4. Click the Save button. 

Duplicate mail template

To duplicate one or more templates: 

  1. Click Mail templates under the General heading of the Administration screen. This opens the Mail template overview.
  2. In the Mail template overview, tick the checkboxes of the templates you want to duplicate. 
  3. Click the Duplicate button. 
  4. Click OK to confirm and duplicate. 

Remove mail template

To remove one or more templates:

  1. Click Mail templates under the General heading of the Administration screen. This opens the Mail template overview.
  2. In the Mail template overview, tick the checkboxes of the templates you want to remove. 
  3. Click the Duplicate button. 
  4. Click OK to confirm and remove. 

Filter Mail template overview

In the Mail template overview a search box is available that let you filter the overview. Enter a search term and the overview will change accordingly and filters the templates that match the search term.

Sort Mail template overview

To sort the Mail template overview, click any column to sort the table in an ascending or descending manner. 

Personalize Mail template overview

For more information about how to personalize the Mail template overview, refer to Personalize table columns.

  • No labels