Email Templates


 

Other Articles



Recent Articles


Onboarding Email Templates

 

Overview

This article will show you how to modify the default Onboarding Email Templates.

The default Email Templates include:

  • Employee New Hire Email
  • Employee Promotion Email
  • Employee Training Email
  • Employee Coaching Email
  • Other Email
  • Termination Email
  • Employee Reminder Email
  • Employee First Day Email
  • Workflow Task Agent Email
  • Workflow Agent Reminder Email

Each Email Template contains a content editor which you can use to edit the email. In the content editor, mail merge fields (#FieldName#) will be replaced with actual values when the email is sent. If you are creating the email manually, the mail merge fields available to you are:

  • #OrganizationName#
  • #NewHireFirstName#
  • #NewHireLastName#
  • #NewHireFullName#
  • #NewHireJobTitle#
  • #NewHireEmailAddress#
  • #StartDate#
  • #AgentFirstName#
  • #AgentFullName#
  • #TaskName#
  • #TaskDescription#
  • #PlanStartDate#
  • #SystemLoginAddress#
  • #MailFrom#

Instructions 

  1. Navigate to Email Templates
    Email_Templates.png
  2. Expand the Email Template you want to edit
    Expand_Email_Template.png
  3. Use the content editor to edit the message
    Content_Editor.png
    • Design: View the normal editor
    • HTML: View the HTML view of your content
    • Preview: View what the message will look like in a real email
  4. When finished, click Save Changes at the bottom of the page
    Save_Changes.png



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback