This guide will show you how to upload new system event email templates. These templates are used to create event driven emails, such as new member welcome letters, lost password emails, and renewal reminders.
Navigate to the Regional or Country Admin menu
Navigate to the Template Management screen
Choose your region and which template to add or modify
Click the ADD button to add a new template or the EDIT button to Modify
Enter Template Details
- Enter the Subject Line for the email. Note that subject lines can include tags from the tag reference list
- Choose the role for who the sender of the email will be listed as
- Choose the available person based on the role selected in (2)
- Click the Magnifying Glass to browse for the template file to use. Templates may either be plain text (.txt files) or HTML files.
- Optional - choose an attachment to be sent with the email. Attachments may be text (.txt), Word (.doc) or PDF files.
- Click Submit to save your changes
Note: Available dynamically inserted text, or TAGS, can be viewed by clicking the Tag Reference button.
Right Click the link and open in a new window to Verify Your Changes
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