View and manage email templates in the Dashboard

Overview

To view and manage the templates used for email reporting and messaging:

  1. Sign in to your account in the Dashboard.

  2. Go to Settings › Email Templates.

    Menu item

    The consolidated email templates page opens.

Information on the page is presented in the table format with the following columns:

ColumnDescription
CodeInternal system code of the template
FromSender email address used in the emails based on the template
SubjectSubject of the emails based on the template
DescriptionShort description of the template

Consolidated view

Actions

You can take actions on individual email templates shown on the page. For this, click Actions (Actions icon) in the last column against an email template record, and then click the desired action to take.

ActionDescription
Edit Email TemplateEdit the email template
EnableTurn the email template on. Available for inactive templates.
DisableTurn the email template off. Available for active templates.

Actions

Show or hide data

You can select what data to show on the page. For this, click Show / hide columns on the upper right, and then select or clear the columns you want to show or hide.

Show or hide data

Filter data

You can filter the email templates in the table by language. For this, select a language from the drop-down list on the upper right.

Filter data

Previous

Configure and manage email reporting and messaging in the Dashboard

Next

Turn email templates on or off in the Dashboard