Create and Edit Email Templates
Use this page when creating a new email template or editing an existing email template from Configuration > Email Templates.
The form screenshots below are separated by block where the application exposes separate sections. Complete the required values, review routing or destination references, and save the record.
Add and edit form
Main fields
| Field | Description |
|---|---|
| Name: | Display name used in lists and references. |
| Type: | Mode selector that changes the behavior of the object. |
| Active: | Object setting shown by the form. |
| Language: | Language or voice selection used for prompts, transcription, or speech synthesis. |
| Sender Name: | Display name used in lists and references. |
| Sender Email: | Email address used for notifications, delivery, or mailbox access. |
| Subject: | Object setting shown by the form. |
| Email template: | Email address used for notifications, delivery, or mailbox access. |
| Text to display | Object setting shown by the form. |
| To what URL should this link go? | Object setting shown by the form. |
| Select from files | File upload or file name used by the object. |
| Image URL | Object setting shown by the form. |
| Video URL (YouTube, Google Drive, Vimeo, Vine, Instagram, DailyMotion, Youku, Peertube) | Object setting shown by the form. |
| allowattachment | Object setting shown by the form. |
Saving and deleting
| Task | How to do it |
|---|---|
| Create | Select the new action from the Email Templates list, fill the required fields, and select Save. |
| Edit | Open the existing email template, update the needed fields, and select Save. |
| Delete | Before deleting a email template, check call-flow, destination, schedule, report, provisioning, or integration references. Use the row delete action or the form delete action when available, then confirm. |