System vs. Initiative Email Templates


Please note the following:

  • If using System Email Templates, Initiatives will inherit the System settings ONLY IF the Initiative-level templates have not been altered.
  • If any changes are made to an Initiative-level template for any email triggered at the Initiative level, the system will send an email with the changes made on the Initiative level.  
  • Note: After changes are made on the Initiative level, you cannot revert back to the System-level template for that Initiative.
 

Please be aware of the following to make sure you are in the right place concerning email templates:

  • System Setup will usually look like this: https://____.brightidea.com/ct/c_admin_options.bix?a=OD____
  • Site Setup will usually look like this: https://____.brightidea.com/ct/ct_admin_options_new.bix?c=____
 
  • One quick way to know you are in System Setup is that the Initiatives tab will be present:
                     
Screenshot 2024-10-28 at 4.19.30 PM.png
  • Initiative level will have an Enterprise tab in Site Setup
                              
Screenshot 2024-10-28 at 4.21.15 PM.png
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