Widget-Based Email Templates

Overview

These email templates are easily maintained within the Content Management System (CMS) by a site Administrator. This article outlines the steps required to edit existing email templates.

Step-by-step guide 

1. Login to the CMS.
2. Navigate to 'Layouts' --> 'Templates'.
3. Scroll to the 'Emails' section.
   
   
   
4. Click the icon for the required template (e.g. 'Registration Email')
5. The widget list will be displayed and organised by zone (e.g. Header, Header Left, Content, Footer).
6. Locate the required widget and click the 'Edit' button.
   
   
   
7. A 'Widget Configuration' modal window will appear. The configuration options will vary depending on the widget type.
   
   
   
8. Edit the fields as required (in this example we'll edit the 'User Registration' widget, which forms the main body content of the email.): 
   1. • Description - A reference for the Administrator, the description appears on the widget list page and can signify the content of the widget.
      • Layer - N/A for email templates. Leave as 'All Pages'.
      • Include Surname - The template contains the greeting "Hi <FirstName>" by default. To include the user's surname in the greeting, tick this box.
      • Registered Message - The main content area. Edit and format text as required. Insert images, links, and lists. To view and edit the html, click the '</>' icon. 
        
        TIP: Use '{0}' as a placeholder for where the user's Login ID should appear in the message. (Note that the {0} placeholder will trigger different content or data to appear, depending on the context of the field it's used in. Another example of this is below, in the 'Login Message' field.)
        
        
        
      • Login Message - A line of text can be inserted at the end of the email prompting the user to login to the website. In this field, a link to the login page is represented by '{0}'. Example: Click {0} to login now!
      • Login Link Text - The word or words to replace '{0}' in the Login Message field.
        
9. Click the 'Save' button to save changes.

The end result would look something like this: 

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