Custom Email Templates

Step-by-step guide

1. Enable and configure feature

1. Go to Settings → Settings → Feature Management → Content.
   
   
2. Ensure Generic Email Notifications is enabled, then click Configure. 
   
   
   
3. Configure Generic Email Notification Settings.
   
   
   
4. To enable this feature on your site, in General Settings, toggle ON Enable Generic Email Notifications.
   
   
   
5. In Default Email Subject, enter a default email subject for generated emails.
   
   

2. Add a Notification Type

1. Go to the Notification Types section.
   
   
2. Click Add Notification Type.
   
   
3. In Notification Type, enter a description of the email notification type.
   
   
   
4. In Email Subject, enter the email subject for the notification type.
   
   
5. Click Save.
   
   

3. Specify Email Template

1. Go to the Email Templates section.
   
   
2. Click Add New Email Template.
   
3. Create the new email template in the New Email Template popup. In Template Name, enter a unique name. It cannot be the same as an existing email template. 
   
   
   
   
4. In Email Template to Copy, select an existing email template as a base. 
   
5. Click Save. Once saved, the new template Id (Identifier as a guid) can be copied to clipboard. NOTE - The use of the Id is for Commerce Vision implementation.
   
   
   
6. Edit the template as you need. Created templates are stored in Content → Emails → Misc. But they can be accessed directly by clicking Edit Template next to the email template name.
   
   TIP - Email templates created here can only be accessed if this feature is enabled.
   
   

4. Test Email Template (optional)

Once you are in the email template, you can test it. 

1. Click Test Email. 
   
2. In To Email, enter the email address of the recipient who will receive this email. 
   
3. In Notification Type, if not filled, enter the name of the notification type (exactly as in the Notification Type field when it was created). 
   
   
4. Template Data should have been filled already.
   
   
5. Click Send Test Email.

Additional Information
  

Related help

• Page:
  B2B User Registration
• Page:
  Create Users to Approve Report
• Page:
  Email Template List
• Page:
  Website User Maintenance for Account Admins
• Page:
  Website User Roles

• Page:
  Register Widget