Templates screen displays all the email and SMS templates sent to users by the application.
- Viewing, it is used to switch between email and SMS templates.
- Downloading Missing Templates, it is used to download the default templates that should be provided with the application.
- Add Custom Template, it is used to add a custom template that you wish to create.
- Actions, Under the Actions section, there are three features: Edit, Preview, and Restore.
Preview option allows you to perform a test send for any selected template.
To perform a test, enter your email address on the page that opens, then click the Send Test Email button to initiate the sending process.
The Email Content section allows you to edit the template. You can create your own templates in HTML format or edit existing templates as needed.
Template Definitions
SYSTEM section contains templates for tenant creation, Password reset, and Backup notifications.
MANAGER, section consists of templates related to launched campaigns, campaign statuses, and login processes.
USER, section contains templates related to training, quizzes, and certificates sent to users.
CUSTOM, section contains custom templates created by you for sending to users.
Creating Custom Template
The templates created are saved under the Custom Templates section.
- Template Name: Name under which the template will be displayed.
- Language: The template is prepared under the language option based on which language or languages it will be available in. This ensures that the template is sent according to the user’s preferred language.
- Sender Name: The sender’s name displayed on the email delivered to the user.
- Sender Address: The email address associated with the template is specified. You can select one of the addresses registered under Registered Domain within the Domains section.
- Custom and Subdomain: Alternatively, with Custom Domain, you can define a domain address you wish to use for sending. Include Subdomain option allows you to add a subdomain to the sending address.
- Subject: The subject of the email to be sent is specified.
- Use Subdomain: This option is used for domain addresses within the template that are different from the subdomain used in the email address. The subject of the email to be sent is specified.
- Embed Images: The feature allows images within the template to be sent as Base64. In short, an embedded image is defined as follows: Base64-encoded images refer to the process of converting image data into a Base64 string, enabling the image to be embedded directly into HTML or CSS.
