Customize an Email Template

Change the predefined email templates and preview how the emails appear to your users.

Visier contains email templates that represent the types of emails sent to your users for certain events, such as a welcome email for new users.

To customize an email template:

  1. On the global navigation bar, click Settings > Email Templates.
  2. Select a template type from the list.
  3. Do any of the following:
    • Enter a new subject line.
    • Upload a different header image. Default is the Visier logo.
    • Turn on or off the black border that appears around the email.
    • Change the body text of the email.
  4. Click Save.

To preview your email template:

  1. On the global navigation bar, click Settings > Email Templates.
  2. Select a template type from the list.
  3. At the bottom of the page, enter an email address to test the selected template.
  4. Click Send.

Note: Variables, {$variableName}, do not resolve to the real value in test emails. However, the intended value is displayed in real emails. For more information about variables, see Variable Tokens for Email Templates.

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