Copying existing email templates
Templates contain the content that will be used in email notifications, which can be set up as part of an application, event, or credential. Copying existing email templates can be easier than creating a template from scratch because it has an example built in. You can then custom edit that template to fit your needs.
Follow the steps below to copy email templates:
1. Log into your Prolydian account at https://app.prolydian.com and go to Assets > Templates and search 'template'. If you want to get more specific, search 'template - application' and all templates related to application will pop up.
2. Click the three dots on the right side of the template you'd like to copy, and choose 'create copy'
3. From there, write a name for the copy and click 'save'. Please add the Organizations Acronyms in all caps as shown below, this helps our team easily find templates for your organization.
Editing a copied template
Once you have copied the template, you will want to edit it with specifics related to your organization's needs.
Follow the steps below to edit copied email templates:
1. First, search the template by the new name and click on the template
2. Look at the details on the template. Take a note of the following:
- Used When
- Template values come from a
- Title template
- The body of the template
- The logo, if any (make sure to replace the default template logo)
- Any info in parentheses ( ) that may need to be replaced. For example: If you have any questions, please feel free to contact the ((Organization Name)).
- Any placeholders
Make sure who signs the template is correct.
For example:
Sincerely,
((Organization Name))
Make sure to verify all this information is updated and customized. Click 'save' after any changes are made.
When finished, return to the Templates listing, click the action menu (three dots) to the left of the template name, and choose "Send sample as email" to send a copy to the email on your account. We recommend doing this after any updates to ensure the email views as intended. You can also preview the template in your web browser, or export it as a PDF.
For more information on templates, please see: