Edit email templates
Customise admin notifications and 360 emails, preview saved changes, or restore defaults.
An admin or facilitator with global scope can open Settings, then Email templates. The screen includes admin notifications and 360 messages, including pulse invitations, reminders, thank-you messages, and results notifications.
Edit a template
- Open the template for the event you want to change.
- Edit Subject, HTML body, and Plain text as needed.
- Use the variables listed for that template to insert names, links, or other supported values. Preserve the sign-in or action link that the recipient needs.
- Select Save changes.
- Select Preview to review the saved template with sample values.
Preview is available after saving; it does not preview unsaved edits. A preview does not send a real email.
For the available events and pulse variables, see the Email template reference.
Reset or restore
Reset discards unsaved edits and returns to the last saved content. Restore default removes the saved custom template so future messages use the built-in wording. These are different actions.
Template editing changes the wording of messages that the product already sends. It does not create a new mailing campaign, send a reminder immediately, or change the campaign's schedule.
Use Brand emails and reports for logos and visual settings. If a message does not arrive, see Troubleshooting.