Creating a Custom Email Notification Template

You can manage custom email templates in the System Messaging area of Unifyr One Admin, for these types of notification:

• Welcome emails for new partners' portal access
• Lead notifications to partners - for lead registration and lead distribution

The steps in this article assume you are customizing a template for Lead Registration notification emails. The process is the same for Welcome emails for new partners and Lead Distribution notifications - you just choose the required email type instead of Lead Notification. This option is detailed in each of the instructions.

Note

A welcome email needs to include specific links to the Reset Password page - for information on creating these types of template, see Creating a Welcome Email Template.

Important

If you are creating a custom Welcome email, please note that this will overwrite any existing/default Welcome email, even if the custom one is only for a single partner group.

If you plan to use custom welcome emails, ensure that you create as many as you need to cover all your partner groups.

1. Navigate to   > Settings > System Messaging.
2. Go to one of these tabs, depending on the type of email notification you’re customizing:
   • Welcome Emails
   • Lead Distribution
   • Lead Registration

3. Click Create xx, for example Create Lead Notification.

   

4. In the Create screen, provide this information as required:

   Field	Description
   From	The email address from which emails from this template will be sent. This is your verified platform email address, if you have one. If not, emails will be sent from [e-mail]. For more information about about authenticating/verifying your own From address, see Authenticating the From Address for Emails and Email Configuration.
   Name	Provide a unique name for the template.
   Subject	Provide a subject line for emails generated from the template. Keep the subject generic, so it will be suitable for all emails from this template.
   Partner Groups	[Optional] Select the Partner Group(s) that will use this template for their notifications. Use the Advanced option to create rules for assigning the template, based on custom Partner Fields, partner user roles or partner names. For more information, see Use Ad-Hoc Partner Groups.
   Template	Customize the email body content as required. You can choose from a set of templates to help you get started. Click Edit, then choose a template. This is optional - you can select Blank to design your email from scratch. Library - pre-built templates provided by BeeFree Default - pre-built templates provided by Unifyr One Saved - your own custom templates You are taken to our WYSIWYG email builder where you can drag and drop content blocks and rows, add/edit text and images, and specify settings for this email, such as content alignment and brand colors. For information on the editing options available to you here, see Content/Formatting/Display Options for Supplier-Created Content. You can include merge tags as placeholders that will dynamically populate some core and custom data for each recipient - what is available depends on the type of template you're creating. Click in a paragraph where you want to add the data, and choose the Merge tags option.  Note: The From (sender) email address can’t be changed here.

5. [Optional] Click Publish to make the template active. You can also do this step later.
6. Click Save to preserve the update, Save and Close to complete it and return to the template list, or Cancel to abandon the update.

Related Topics

• Content/Formatting/Display Options for Supplier-Created Content
• Showing/Hiding Accept Lead and Reject Lead Buttons in Lead Distribution Notifications