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Editing the automated email templates

Modified on Jul-08 2011
Article Updated:

This article has been subsequently updated from the original to reflect alterations or functionality added in a recent Ultranet software upgrade.

If the instructions or functionality described below do not appear to match your Ultranet site, it may need to be upgraded to the latest build. If so, please ask your Ultranet administrator to contact us.

Should you wish to edit the default templates to revise the email wording or add in extra elements, these templates have been made editable via the Administration panel:

  1. Sign in as an administrator and navigate to Administration > General Config.

  2. Scroll down to the "Email Details" section and look for the "Update Email Templates" parameter, then click on the "Configure" link towards the right.

  3. In the resulting pop-up window, you will see the main editor area on the left and a template selection menu towards the right. Beneath that is a list of keys (or 'auto-populating values'—see notes below on usage) that can be used within the template.

    EditEmailTemp.png

    Select the template you wish to edit from the drop-down menu on the right, then begin editing it in the main edit panel on the left.

  4. Once you have made the necessary edits to the template, click the "Update" button on the bottom to save changes.

Using Template Keys to auto-populate values

Automated emails often contain dynamic values or fields, which will be customised depending on the recipient or the site (e.g. the recipient's name, the site URL, etc.). Each of the templates available for editing feature keys which you can use to inject dynamic content.

Keys.png

The default templates will usually be using the keys already, so you can get an idea of usage from looking at the default template before making edits.

To use a Template Key, simply copy and paste it from the sidebar into the editor panel exactly as it is worded (including the surrounding braces). If you mis-type a key or exclude the braces, the email will interpret this as normal text and it will show exactly what you typed in the final email body.

Restoring a template to the default state

If you have made a mistake or have reconsidered an edited template and wish to return it to the default email template:

  1. Open the Edit Email Template window, then select the template you want to restore to default from the drop-down menu on the right.

  2. Once the template has loaded, click the "Revert" button at the bottom. Any changes you have made will be cleared and the default restored.

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