Getting Started
- Navigate to System or Site Setup > Site > System Email Messages
Edit Message - Disable or Enable the email template:
- “Enable [template name here]” system message” is enabled by default.
- Un‐checking this box will allow the admin to turn off this template.
- With this feature, individual email templates can be deactivated on a per-Initiative basis.
Dynamic Fields
- Dynamic fields are used in order to display information that’s constantly changing.
- For instance, if you would want to display a user’s (screen name, first name or last name), find the field you would like to display in your email (from the dropdown menu) ‐> place the cursor in the area of the body where you want the field to be placed ‐> click the “Insert” button
Subject & Body
- Just as Admins would write an email, the subject displays the subject of the email and the body is the content.
- Note: Admins can place dynamic fields in both the subject and body.
- Check out our Email Templates Guide for more information.
Inserting an Image
- Insert an image by clicking on the "Insert/Edit Image" icon.
- The image must be hosted somewhere on the internet, you can't attach a local file from your computer.
- Admins can use the Brightidea image library to upload the image first.
- Input the image URL and select "Insert":
- Select Save before leaving the page.
Important Notes:
- There is no export feature for email templates at this time.
- There is no option to reset all templates back to the default design.
The link to the guide returns a "Not Found" error. Can you please repost the link?
Thanks,
Dallas
Updated :)
Any chance for downloading a whole set of system messages into a spreadsheet for instance (message title, enabled Yes/No, subject, body)? Just had a question from a Communications person who would prefer to look at the list rather than go through each message individually..
Hi there Rafal -
Unfortunately there is no export feature yet for email templates. Please feel free to submit that request into our IdeaSpace forum here:
https://ideas.brightidea.com
Apologies for any inconvenience - thank you.
Best,
Anthony
Brightidea Support
The option to insert an image is only available in Enterprise set-up, but not in Webstorm set-up - how can I turn on this option in my webstorms?
Thanks
Hi Vicky,
At the WebStorm level, if you right click within the email body, you should be able to insert an image.
Thank you,
Ron Orlovetskiy
Brightidea Support
Hello,
I'm trying to understand how can I control the dynamic field "Webstorm Name".
From some reason the webstorm name field value is the name of the old webstorm I've created, although the name was changed.
can you please advise? I'd appreciate it if you can contact me by email in case you have a solution for this issue.
Thanks!
Hello Hadas,
The ''WebStorm Name" field is pulled from the WebStorm name in the Webstorm setup area under the site tab.
Thank you,
Brightidea Support
Hi Ron,
Hi,
I'm at the "site" tab in the webstorm. Can you please guide me from there? I can't find it.
If I look under "Info" I see that the website title is correct (I guess it is not the same as webstorm name).
Thanks,
Hadas