You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
You can customize the the content and styling of the invitation and notification emails that are sent to your customers.
66
+
### Configure Email Sender
67
67
68
68
To configure customer emails:
69
69
@@ -76,51 +76,58 @@ To configure customer emails:
76
76
1. For **Email Sender Verification**, in **From email address**, add the email address that you want to use as the sender for all system notifications sent to your customers, then click **Continue**. Adding a sender address helps ensure that your emails are delivered and are not marked as spam.
77
77
78
78
After the domain is verified automatically, the email address is displayed under **Verified Sender Address**.
79
-
1. For **Customer Emails**, customize the subject line and body of the emails that are sent to your customers for various system events. Email templates support dynamic variables that are automatically populated with relevant data when emails are sent.
You can also customize the default style component to change things like color and font.
90
+
[View a larger version of this image](/images/enterprise-portal-customer-emails.png)
95
91
96
-
### Using Template Variables
92
+
1. For **Customer Emails**, first select the email category (such as **Access & Authentication** or **Update Notifications**). Then, select the name of the email template that you want to customize.
97
93
98
-
Variables are displayed in the UI under **Available Variables** when you expand an email template.
94
+
The template editor opens.
99
95
100
-
:::info Check the UI for Available Variables
101
-
Each email template has different variables available. When editing a template, look for the **Available Variables** section below the email body editor - it shows exactly which variables you can use for that specific email type.
102
-
:::
96
+
The following shows an example of the editor for the **Temporary Login Link** email template:
[View a larger version of this image](/images/enterprise-portal-customer-emails-edit.png)
101
+
102
+
1. In the editor, modify the subject line and body as desired. Note the following options:
103
+
104
+
* You can customize the default style component to change things like color and font.
105
+
106
+
* You can use template variables to insert dynamic content in the subject or body. For example, `Welcome to {{app_name}}!` or `Click here to join {{team_name}}: {{invite_url}}`. Template variables are automatically populated with relevant data when emails are sent.
107
+
108
+
:::note
109
+
The specific template variables that are available for use depend on the type of email template that you are editing. You can see all available variables in the **Available Variables** section of the editor. For a list of the common template variables that are available across multiple email templates, see [Common Template Variables](#common-template-variables) below.
110
+
:::
103
111
104
-
**Example usage:**
105
-
- Subject: `Welcome to {{app_name}}!`
106
-
- Body: `Click here to join {{team_name}}: {{invite_url}}`
112
+
1. Click the **Preview** tab to see how your email will look with sample data.
107
113
114
+
1. Click **Save changes** when finished.
108
115
109
-
### Common Template Variables
116
+
### Common Template Variables
110
117
111
-
The following variables are commonly available across multiple email types:
118
+
The following template variables are available across multiple email types:
112
119
113
-
| Variable | Description | Example Output |
114
-
|----------|-------------|----------------|
115
-
|`{{app_name}}`| Your application name | "Acme Application" |
116
-
|`{{team_name}}`| Customer team name | "Acme Corp" |
117
-
|`{{customer_name}}`| Customer organization name | "Acme Corporation" |
118
-
|`{{login_url}}`| Link to login page |https://portal.example.com/acme/login|
119
-
|`{{invite_url}}`| Link to accept invitation |https://portal.example.com/acme/invite#token|
0 commit comments