Email Templates

How to set up the email templates for outbound certificate distribution and certificate assignments.

From the left-hand “Managers” menu, select “Email Templates”.

Three separate email templates will be available to customize.

Outbound Email Template – Sends when a single certificate is distributed via email.
Certificate Bundle Email Template – Sends when a bulk job (bulk revisions or renewals) is distributed via email.
Assigned Email Template – Sends when a certificate is assigned to an internal agency team member.

To customize the template, click the blue “Preview” button.

Header Image – where the image URL can be entered to customize the branding of the email. If left blank, agency branding will not appear within the email.
Instructions field – where the text for the email body can be placed. (example, “Please see attached certificate of insurance”)
Contact Name – where the name of the team member name or department name can be entered to direct the recipient to in the event of questions.
Contact Email – where the team member or department contact email address can be entered to direct the recipient to in the event of questions.
Contact Phone - where the team member or department phone number can be entered to direct the recipient to in the event of questions.
From – where the desired signature name/entity can be entered.

“Email TOS” and “Footer” are not required to be filled out.

Header Image – where the image URL can be entered to customize the branding of the email. If left blank, agency branding will not appear within the email.