Configure an email template

Configure email templates to quickly create emails for common issues.

Before you begin

Role required: email_client_admin

Procedure

1. Navigate to All > Email Client > Email Client Templates.

2. Select New.

   A new Email Client Template record opens.

3. Complete the following fields:

   • Name

     Enter a name for the email template.

   • Table

     Select the table where the email template will apply.

   • Conditions

     Select conditions to determine when the email template will apply.

4. From the Content tab, enter the content that will apply to the email template.

5. From the Recipients tab, enter recipients that will apply to the email template.

6. Select Submit.