SBM Application Administrator enables you to create and modify templates for notification e-mails. You can create text or HTML templates; a WYSIWYG editor is available for formatting HTML templates and quickly adding template tags to text and HTML templates.
You can use existing e-mail templates, modify these templates, or
create new ones. By default, three templates are available:
- default.txt – A standard text template
- default.html - A standard HTML template
- external.txt - A text template intended for auto-reply notifications
You should use HTML templates if users will apply Rich Text formatting to Text fields that are included in notifications.
Note: Notification e-mail templates are stored in the
SBM
database and must be modified in
SBM Application Administrator.
You can manage templates from the global Templates view (Global Mailbox View) or for a specific notification. If you create a global template, you must assign the template to specific notifications.
To add or edit e-mail templates for notifications:
- From the Administrator Portal, select the Notifications icon.
- Edit a notification that sends e-mail messages as its action.
- In the E-mail Options section, select an existing template from the list and click the edit icon to edit it, or click the plus sign to add a template. The E-mail Template Editor opens.
- For new templates, provide a name for new template in the Template Name box.
-
Enter text, e-mail template tags, and HTML formatting (if
applicable) into the editor, or click
Editor to open a WYSIWYG editor.
Tip: Click the Template Tag icon (
) to
insert
SBM-specific
tags into the template. Click the
Fields icon (
) to
insert fields into the template. The field's values will be returned in the
e-mail notification.
- Save your changes.