Editing Templates for Automation/Reminder Emails

With Unifyr One's Automations and Reminders features, you can maintain a list of templates to format email notifications sent from an Automation workflow or a Reminder notification loop.

Note

The Reminders feature needs to be enabled on your system. Submit a request to your Unifyr One team if you’re interested in using it.

To edit an existing email template:

1. Navigate to   > Settings > System Messaging.
2. In System Messaging, navigate to the Custom Emails tab in the left sidebar.
3. Click on the name of the template you want to update, to open it for edit.
4. In Edit Email, make changes to any of the details of the template, as required.

5. [Optional] Before you save your edits, enter information about what you've done in What did you change?. This information will be added to the change history of the template.

   

6. Click Save.

   To see the edit history of the email template, click Options > View History. You can restore a previous version of the template from here.

   

7. When you've completed your updates, click Save and Close.