Build an Email Template

1. Click Communications on the upper navigation bar, and then click Email Templates.
2. Click Add Email Template.
   
   
3. Add the applicable email template information, and then click Save. Asterisks indicate a required field. 
   • Template Name - This is an internal field; email recipients will not see the template name.
     • It is recommended to name the template according to the event that will trigger the email to be sent automatically or in what situation template will be manually sent.  
     • If only using the template in a specific process, it is recommended to also include that process in the name.
   • Reply To - By default administrator@grantinterface.com is a send only email address and cannot be replied to.
     • If an applicant responds to a system email, the response automatically goes to the email address set in the Reply To field for that specific template.
       • This field must contain an email address before the email template can be used.
   • Subject - Used to provide a concise subject regarding the content of the email.
     • This field is visible to the recipient.
   • Body - Used to provide the pertinent information intended for the receiver.
     • Text in the email templates can be formatted using the rich text editor.
       • This is the same text editor that is used in the process description and in the instruction area when adding/editing questions on forms.
         
         
4. Click the Email Notification Events drop-down menu and select the appropriate event type, if applicable, or leave None selected.
   • Selecting an event type makes the email template available for use as an automatic email. Once the template is created, it can be selected in the relevant process stage to send automatically.
     • Organization Added and Changed Notifications and User Profile Changed Notifications provide more information on those event type emails.
       
       

• Click the Attachments drop-down menu, and then check the box for any applicable attachments.
  • Email Attachments provides details on uploading attachments.

Email Templates in the Available and Archived sections of the Email Templates page can be copied and edited.

1. Click Communications on the upper navigation bar, and then click Email Templates.
2. Click the name of the Email Template that will be copied.
   
   
3. Click Copy Template.
   
   
4. Enter a New Template Name, and then click OK.
   
   
   
5. Click the name of the email template that was copied.
   • This is how the copied template can be edited and how other templates can be edited at any time.
     
     
6. Make any necessary changes, and then click Update Email Template.