Custom Email Templates
Click the custom email template entry to access the custom email page.
You can define different email styles and text content for submitters, approvers, and CC recipients respectively. After saving, people with corresponding roles will receive emails with the new style.
FAQs
Q: What are Custom Email Templates in SurveyMars?
A: Custom Email Templates allow you to personalize the appearance and content of emails sent to different recipients in the approval workflow. You can customize styles and text for submitters, approvers, and CC recipients.
Q: How do I access the Custom Email Templates feature?
A: Click the custom email template entry to access the custom email page. This will open the interface where you can customize email styles and content for different recipient roles.
Q: What can I customize in email templates?
A: You can customize both email styles (appearance) and text content. This includes formatting, colors, fonts, and the actual message content that recipients will see in their emails.
Q: Can I create different templates for different recipient types?
A: Yes, you can define different email styles and text content for submitters, approvers, and CC recipients respectively. Each role can have its own customized email template.
Q: How do I save my custom email templates?
A: After customizing your email templates, click the save button. Once saved, people with corresponding roles will automatically receive emails with the new style and content.
Q: Can I preview my email templates before saving?
A: Yes, the system provides a preview feature that shows you exactly how your customized emails will look to recipients. This helps ensure your templates are formatted correctly before sending.
Q: What happens after I save custom email templates?
A: After saving, the system automatically applies your custom templates. All future emails sent to submitters, approvers, and CC recipients will use your customized styles and content.
Q: Can I revert to default email templates?
A: Yes, you can typically revert to default email templates by resetting the customizations or choosing default options in the email template settings.
Q: Do custom email templates affect existing approval workflows?
A: Custom email templates affect all future emails sent through the system. Existing approval workflows will continue to use the previous template until new emails are generated.
Q: Can I use HTML formatting in custom email templates?
A: The ability to use HTML formatting depends on the system configuration. Check the email template customization interface for available formatting options and supported features.
