Go to Administration and click on Email Management
Click on Automated Emails
Hover over an email you wish to edit
Click on the pencil to edit it
Select the Schedule Type
When you have chosen the Schedule Type, click Next
On this page you can edit the Email Alert content
Click on the Subject to edit it
Click in the body of the email to change it.
- You can select font options at the top of the email body
- Use the Data Fields to automatically insert details
Click on the copy icon to copy the Data Field
Right click to Paste it into the email body
Under Recipients select a User Level. All users who have this level, will receive the email.
CC or BCC users as needed. Select a User Level from the menu or type an email address manually. Click Enter to save the email address.
Switch on Restricted Emails and enter the addresses to exclude users from receiving the email
Switch on the email by clicking Activate Email Template
Click Save to save your changes