Edit System Email Templates

SmarterTrack includes several different templates for system emails. These templates are predefined and no new templates can be created. However, the templates can be modified to fit a company’s needs.

Applies to SmarterTrack 11.x-12.x

  1. Log into the SmarterTrack management interface as a system administrator.
  2. Click the Settings icon.
  3. Expand the Configuration folder in the navigation pane.
  4. Click Email. A list of email templates will load in the content pane.
  5. Select the email template to be modified.
  6. Click the Edit button in the content pane toolbar.
  7. Edit the text of the email template as necessary.
  8. Click Save.

NOTE: A different set of variables is associated to each template. To see which variables can be inserted into the selected template, use the variables drop-down menu in the right-hand corner of the WYSIWYG editor. When a variable is inserted into the text of the email template, it will look like this: [%EMAIL%].

For more information, refer to the Email Templates page in the SmarterTrack Online Help.

Applies to SmarterTrack 6.x - 10.x

Follow these steps to edit an email template:

  1. Log into the SmarterTrack management interface as an administrator.
  2. Click the Settings icon.
  3. Expand the System Settings and Setup folders in the navigation pane.
  4. Click Email Templates. A list of email templates will load in the content pane.
  5. Select the email template to be modified.
  6. Click the Edit button in the content pane toolbar.
  7. Edit the text of the email template as necessary.
  8. Click Save.

NOTE: A different set of variables is associated to each template. To see which variables can be inserted into the selected template, use the variables drop-down menu in the right-hand corner of the WYSIWYG editor. When a variable is inserted into the text of the email template, it will look like this: [%EMAIL%].

For more information, refer to the Email Templates page in the SmarterTrack Online Help.

 

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