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Email Template Management

IDHub allows you to setup your SMTP email, create your own email template and managing the existing email templates.

Understanding how to setup your own SMTP email.​

  • Go to ‘Admin Settings' in the Admin Module of IDHub using the credentials of a user that has the role of 'System Administrator' with them. To learn more about IDHub roles, click here
  • Click on Email Configuration in the page
  • Click on the Edit link to customize your information and add your own details for SMTP setup settings here

Understanding how to manage the existing templates​

  • Go to ‘Email Templates' in the Admin Module of IDHub using the credentials of a user that has the role of 'System Administrator' with them. To learn more about IDHub roles, click here

Editing the Template​

  • Click on the edit icon for the template which you want to edit
  • You can add custom attributes and edit templates as per your organisation needs with custom logos and texts

  • You can also use 'Code View' for existing Email template and re-use as needed.
  • Click on 'Activate' to create and use the template.

Enable/Disable the Email Template​

  • Click on the Disable button to disable the template
  • You can also re-enable the disabled template by clicking on the Enable button.

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To delete the email template, Click on the 3 dots menu for the template which you want to delete. Then click on the Delete menu.

Understanding to view the e-mails sent for each template type​

IDHub also provides an option to review sent mails for each template. For this you need to do the following:

  • Click on the email template from the list page.
  • There are 2 Tabs in the Viewing of Email Template

Details Tab​

The details tab of the template serves preview of how it will be sent is shown

Logs Tab​

In the Logs tab of the template, you will be able to search for an user based mails sent or email or date or status. The complete list is provided for you to get a preview in case more information is needed.

Understanding how to create your own email template.​

  • Go to ‘Email Templates' in the Admin Module of IDHub
  • Click on the Create New button at the top.
  • You will land in the Create New Email page.

In this page you will need to enter the basic details of the email template that you are creating which are:

  • Template name
  • Template Description

Then in the right hand side of the page, we have provided you the editor where you can enter your content for the email template and the email subject.

In the editor you can also enter variables which will be interpreted by IDHub accordingly. For instance:

Hello [[SystemAdminFullName]]

You will also get to see the full preview of the email template, by clicking on the Preview button at the top as is shown in the screenshot below:

After entering the email content and the subject, once you are sure that the email template is ready to be published, then you need to click on the activate button at the bottom of the page.

If you want to save the email template for later editing, then you can click on the “Save As Draft" button, IDHub will save that email template as a draft which you can later edit and finalize.