Managing templates
To view the Templates page, click Home > Operational Settings > Template Management and select the Template tab.
The vendor is selected by default. From the Templates page:
- To create a template, specify the Template Id, Name, Template Type, and Template Text, and then click Create. Template Text can have ${email_address} and ${sent_date} as dynamic variables, which will be auto-populated while sending notifications. The newly created template will be listed in the Existing Templates.
- To view/update a template, click the Update icon. Modify the information and click Update.
- To delete a template, click the Delete icon. Click Yes to confirm the deletion. You cannot delete a template, which is already being used in an association.