ApplikationAdmin EmailTemplate

E-mail Templates

E-mail templates is used to set up predefined templates to be used in various places in Pro 9 where an e-mail is sent, e.g. on the e-mail users view or for inviting new ProOpinion users.

You are able to create and order the templates in different categories and languages.

Note: If module ProOpinion is installed use the ProOpinion category to changing the default e-mail template for creating a new ProOpinion user, marked as a system template.

How to - Show E-mail Templates

1. Click on the role Application Maintenance in the navigation menu
2. Select Push email settings > E-mail templates

   • The view e-mail templates is displayed

How to - Add a new E-mail Template

1. Click add
2. Enter a name for the e-mail template
3. Select a category from the dropdown list

   • If module ProOpinion is installed use the ProOpinion category to changing the default e-mail template for creating a new ProOpinion user, marked as a system template

4. Select a language from the dropdown list

   • Set what language the e-mail template is written in so that it's simple to filter for e-mail templates with a specific language

5. Enter a text to your e-mail template

   • Drag in the right bottom corner of the field to change size horizontally and/or vertically

6. Click save

How to - Send a Template as a Test E-mail

1. Check the box for the template you want to send as a test e-mail
2. Click the icon to open the action menu in the toolbar above the table, and select send a test e-mail

How to - Edit an E-mail Template

1. Click edit next to the template you want to change
2. Edit or fill in the fields you like to change
3. Click save

How to - Add a new Category

1. Click add
2. Enter a name for the category
3. Click save

How to - Edit a Category

1. Click edit next to the category you want to change
2. Change the category name
3. Click save

How to - Remove an E-mail Template/Category

1. Check the box for the template/category you want to remove
2. Select delete in the action menu to the left in the toolbar

How to - Export to Excel

1. Click on Action menu > Export to Excel
2. Click on save to download the file to your computer