Email Template Administration
Overview
Email Template Administration page lets you manage your environment's system-generated email messages. You can customize the subject line, body text, and formatting using simple HTML HTML (Hyper Text Markup Language) is the standard markup language for for achieving font, color, graphic, and hyperlink effects when creating web pages. or Nunjucks Nunjucks is a flexible JavaScript templating engine that supports template inheritance, filters, and logic-based expressions for dynamic content rendering. templating. This gives you flexibility to tailor messages to your application's branding and tone.
The messages include:
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An invitation email sent when end-users are invited to access the environment.
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A password reset email sent when end-users End-users, also known as Express Users, are the individuals accessing an application through Express View. In most cases, end-users are the customers using the product. request to reset their password.
You can update the wording, styling, and logic behind these messages directly in the admin settings.
You can also customize the logic behind Password Reset process. When an end-user clicks Forgot Password on the login page, they receive a default email linking them to Unqork’s standard password reset screen. You can create a custom password reset module instead and link to it from the Email Administration page. Once configured, your custom reset experience displays when the user receives the reset email.
Now, let's explore all the features of the Email Templates Administration page.
Accessing the Email Template Administration Page
Begin by navigating to the Email Template Administration page.
To do so, follow these steps:
1. | At the top right of the Unqork Designer Platform, Click the Administrationbutton. |
2. | Under Environment, select Email Template Administration. |
On the Email Template Administration page, you'll see email templates listed:
Email Template |
Description |
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Invitation |
Sends to your new Express or Designer end-users End-users, also known as Express Users, are the individuals accessing an application through Express View. In most cases, end-users are the customers using the product. once you add them as Unqork users. The invitation email is the same for Express and Designer end-users. The body of the email has a quick welcome note followed by a temporary password. The temporary password expires in seven days. |
Forgot |
Sends to end-users who click Forgot Password when trying to log in to Unqork. The body of the email has a link where your end-user can reset their password. The link expires in seven days. |
Before you edit your email templates, let's understand the styling formats.
Using Nunjucks Variables to Personalize Emails
You can format your emails using simple HTML or customize them further with Nunjucks. Nunjucks variables let you personalize email content for each recipient. These variables adjust the message based on the selected input, making communication more relevant. The following table outlines available Nunjucks Nunjucks is a flexible JavaScript templating engine that supports template inheritance, filters, and logic-based expressions for dynamic content rendering. variables and how to use them effectively.
Email Template |
Nunjucks Variable Option |
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Invitation |
Your Nunjucks variable options for the Invitation template are username and password. Each variable must be inside {{}} for Unqork to populate it with the correct user information. To use these variables, enter {{username}} or {{password}} in the body of your text. When the email is sent, Unqork replaces the variables with your user's username and password. At a minimum, you must include {{password}} in the template for it to save. |
Forgot |
Your Nunjucks variable option for the Forgot template is url. Again, the variable needs to be inside {{}} for Unqork to populate with the correct information. To use this variable, enter {{url}} in the body of your text. When the email is sent, Unqork replaces the variable with the URL A URL (uniform resource locator) is a unique identifier used to locate a resource on the internet. Also known as a web address. for your user to reset their password. At a minimum, you must have {{url}} in the template for it to save. |
Here's an example of how a HTML and {{url}} Nunjucks variable looks in a Forgot email:
And here's what that Forgot email looks like to your end-user:
Customize Your Invitation Email Template
You can customize the default email templates for your environment using HTML HTML (Hyper Text Markup Language) is the standard markup language for for achieving font, color, graphic, and hyperlink effects when creating web pages.. This lets you tailor the subject line and body content that reflects your organization’s tone, include styled text, or add branding elements like logos.
To edit an Invitation email template:
1. | Navigate to the Email Templates Administration page. |
2. | Click Edit for the Invitation template. |
3. | Update the Subject and Body fields according to your brand's voice. Adjust the font size, formatting and layout using HTML, and add images for branding. |
4. | Click Save Changes. |
Editing Your Forgot Email Template
You might also want a unique page for resetting an end-user's password. That way, you'll configure the page to your liking. The best way to do this is to create a module for your end-user to reset their password. Then, you can use the Email Template Administration page to direct your end-user to that module. When they click the Forget Password link, they'll get an email with a link. When clicked, this link takes them directly to the Express View of your module to reset their password.
When creating your reset password module, you'll set Allow Access to Anonymous Users to Write. When your end-user forgets their password, they can't log in to your environment. To learn more about allowing user anonymous access, search Module Builder Settings Sidebar Option in our In-Product Help.
To edit the Forgot email template:
1. | Access the Email Template Administration page. |
2. | Click Edit for the Forgot template. |
3. | Make your changes to the subject or body of the email template. You'll see these fields labeled as Subject and Template. |
4. | If you want to link your own reset password module, select the module from the Reset Password Module drop-down. |
5. | Click Save Changes. |
Now that you know the basics, you're ready to edit your environment's email templates.