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Global email templates allow your agency to create standardized outbound emails to accompany certificate distribution. These templates can be configured for both single certificate issuance and bulk issuance (e.g., renewals).
Note: Each user in Certificate Hero may also configure their own email templates. If a user does not create one, the agency’s global template will be applied by default.
How to Access the Global Agency Email Templates
To access the global agency email templates, under the Admin menu, select “Email Config”.
This will bring you to the Email Configuration menu.
Within this menu you will find the following email templates:
Outbound Email – Sends when a single certificate is distributed via email.
Certificate Bundle Email – Sends when a bulk job (bulk revisions or renewals) is distributed via email.
Assigned Email – Sends when a certificate is assigned to an internal agency team member.
Create an Outbound Email
Single certificate issuance
Within the Outbound Email, select the blue “Edit” button.
This will bring you to the email editor.
On the left are the configurable fields, and on the right is the email template preview.
With each edit you make, you will be able to preview in live time what the outbound email will look like.
Fill out the fields below per your agency’s preference and process.
Header Image – The image URL that will customize the branding of the email. If left blank, agency branding will not appear within the email.
Global Reply to Email – The email address a reply email will distribute to in the event the recipient replies to the outbound email.
Global Default Body – The text field for the email body is placed.
Global Default Signature – The signature of the email.
Corporate Footer – The text field corporate footer can be placed, if applicable.
When you are ready to save the email template, click the blue “Update” button.
Your template will be saved, and you will be brought back to your Email Configuration menu.
Create a Certificate Bundle Email
Bulk certificate issuance
Within the Certificate Bundle Email, select the blue “Edit” button.
This will bring you to the email editor.
On the left are the configurable fields, and on the right is the email template preview.
With each edit you make, you will be able to preview in live time what the outbound email will look like.
Fill out the fields below per your agency’s preference and process.
Header Image – The image URL that will customize the branding of the email. If left blank, agency branding will not appear within the email.
Global Reply to Email – The email address a reply email will distribute to in the event the recipient replies to the outbound email.
Global Default Body – The text field for the email body is placed.
Global Default Signature – The signature of the email.
Corporate Footer – The text field corporate footer can be placed, if applicable.
Please Note: If the recipient is receiving multiple certificates from the bulk job, they will be provided as a link within the email.
When you are ready to save the email template, click the blue “Update” button.
Your template will be saved, and you will be brought back to your Email Configuration menu.
Create an Assigned Email
In progress certificate assigned to another internal user
Within the Assigned Email, select the blue “Edit” button.
This will bring you to the email editor.
On the left are the configurable fields, and on the right is the email template preview.
With each edit you make, you will be able to preview in live time what the outbound email will look like.
Fill out the fields below per your agency’s preference.
Header Image – The image URL that will customize the branding of the email. If left blank, agency branding will not appear within the email.
Corporate Footer – The text field corporate footer can be placed, if applicable.
When you are ready to save the email template, click the blue “Update” button.
Your template will be saved, and you will be brought back to your Email Configuration menu.