Create a Global Email Template

To create a global e-mail template, do the procedure in this topic.

How to Start

  1. Click Manage.

    Click Manage
  2. In the Manage Center, click App Builder > Global Email Templates.

    Click Global Email Templates
  3. On the Global Email Templates screen, click Add Email Template.

    Click Add Email Template icon

Procedure

  1. On the Add New Email Template screen, complete the fields ​as necessary.
    Field Name Definition

    Email Template Name

    Function:
    Specifies the name of the e-mail template.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    No
    Example:
    Refer to:

    Description

    Function:
    A description of the e-mail template.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    No

    From

    Function:
    Specifies the recipient from whom the email notification is sent.
    Accepted Values:
    A text string in email address format.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    To

    Function:
    Specifies the recipient to whom to send the email notification.
    Accepted Values:
    A text string in email address format.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    Refer to:

    CC

    Function:
    Specifies the recipients to whom to send the carbon copy for the email notification.
    Accepted Values:
    A text string in email address format.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    BCC

    Function:
    Specifies the recipients to whom to send the blind carbon copy for the email notification.
    Accepted Values:
    A text string in email address format.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Subject

    Function:
    Specifies the subject line for your e-mail.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    Refer to:

    Content

    Function:
    Specifies the content of your e-mail.
    Accepted Values:
    More than one line of text, in HTML plain text format.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    Refer to:
  2. Click Add.