Whenever a person receives a notification from the platform, it's delivered by an email template. All email templates are customisable to suit the look and language of your business. Each email template has two parts to it in the platform that are shown as different items: the Email Subject and the Email Body. When viewing email templates, the item containing the Email Body carries the text of the email, and will be the one that is generally edited by System Administrators.
To preview an email template:
1. Navigate to Automation >> Templates.
2. Select Preview beside the template you wish to view, or on the title of the template.
3. Enter template variables if desired (this will populate the fields that are auto-filled when the template is used for real communications with employees).
- If these are not entered, there will be blank spaces on the preview page.
4. Select Preview Template.