Editing your email notification templates

To ensure opt-in and keep your feedback process moving along, you can send many different types of emails to your users through your Small Improvements account. 

Check out our guide to the best practices of email notifications, here

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To make things easy on your team, we made it a priority to have plenty of direct emails that include action item messaging ("click here to do this" etc). Since admin flexibility is one of our calling cards: The default wording of all those email notifications is completely customizable.

Change the wording of each email that is being sent from your SI account, adjust the signature, or disable any email templates you don't wish to use. 

Getting Started

You will find the management screen for all your emails by navigating to your Administration tab, and clicking into the "Emails" button under "Application Settings".

After adjusting any configuration options like sender name of email signature, you'll see the list of all of the email notifications that can go out from your account. 

Email Templates Overview Page

  • Preview the email template by clicking the "View" link (eye icon)
  • Edit the template (pencil icon)
  • Disable or enable any email templates (link or broken link icon). Note: Disabled email templates are also highlighted on the left with a red line. 
  • See timestamp of when a customization to an email template was made. (You also have the option to restore a customized email to its original default template

Here is an example of the above options:

Editing the Email Template

The email editor lets you customize the email subject, body, and add any additional signature links or info you'd like to include. 

Note that the email signature is defined for all emails in the Global Settings main dialog. So don't add any email signature to the individual email templates, as that would result in double signatures.

Navigating to the template edit screen, plus a few options you have there, looks a little like this:

In addition to being able edit the subject, body, and additional signature information- You can also preview the email right from this screen, as well as restore it to the default template. 

And one of your most useful tools available for personalizing emails, is the user of  placeholders. There are helpful descriptions next to each one, but we'll go into more detail in the next section. 

Understanding Placeholders

As you can see, there are a couple of "mustache" brackets in some of your default templates. The stuff inside the mustache brackets is what Small Improvements fills in for you, so that the email is more personal to the recipient. For instance, if it says "Dear {{recipient.firstName}}" in the template, then the resulting email will say "Dear Juan" when the email is delivered to Juan, and it will say "Dear Janice" when the email is delivered to Janice.

Typically, we address the recipient by his or her first name, and we typically refer to 3rd parties by their full name.

While the default placeholders work well, you may not be able to remember all of them, or you want to use slightly different ones. That's where the placeholder selection on the right hand side comes into play.

Clicking on a placeholder will input the selection right where your type cursor is in the edit field. Try it out!

Using Basic HTML in Emails

It is also possible to use some basic HTML tagging when editing email templates- For instance to highlight or add emphasis to particular words. After making modifications, just click "preview" to see if your changes made any sense at all.

Here is an example of adding a "bold" tag to a word:

And here is what it looks like when you preview it:

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