Custom Email Templates

To create a custom email template for a specific use, you create the template under Assets => Email Template Library and under Email Properties select the Template Use: 

The system will first look for a template in this order:

1. In the account
2. In the agency account
3. Globally

Below are a list of the supported custom templates and the dynamic terms that are needed for each one.

UserConfirmation

This is used for the confirmation email when creating a new account. It needs to have the following dynamic terms in order to work correctly:

Confirmation URL: %USER.CONFIRMATION_URL%%TOKEN%

UserPasswordReset

This is used when a user tries to reset their password. It needs to have the following dynamic terms in order to work correctly:

Password Reset URL: %USER.PASSWORD_RESET_URL%%TOKEN%

User2FactorAuthentication

This is used when a user has 2-factor authentication setup. It needs to have the following dynamic terms in order to work correctly:

Verification Code: %AUTHENTICATION_CODE%

UserUnlock

This is used when a user tries to unlock their account. It needs to have the following dynamic terms in order to work correctly:

URL Unlock URL: %USER.UNLOCK_URL%%TOKEN%

CallCompletionAutomation

This is the template used to send emails to customers using the call completion template. It needs to have the following dynamic terms in order to work correctly:

Call completion subject line: %CALL_AUTOMATION.SUBJECT%

Sender Name: %SENDER.NAME%

Sender email address: %SENDER.EMAIL.EMAIL_ADDRESS%

Call completion message body: %CALL_AUTOMATION.MESSAGE%

Example: 

ContentNotification

This is the template that will be used to send the built in notification for the content moderation process. It needs to have the following dynamic terms in order to work correctly:

Built in notification text: %NOTIFICATION%