Using Email Templates

Overview

Identity Cloud provides preconfigured email templates for common end-user journeys.

You can customize email templates using Markdown language. Identity Cloud uses a parser to let you preview your markup.

Here’s sample body text that is included with the default templates:

Forgotten Username

[Barbara Jensen], your username is [bjensen].
If you received this email in error, please disregard.
Click [link] to sign in.

Registration

This is your registration email. Email verification [link]

Reset Password

Click to reset your password. Password reset [link]

Update Password

Verify email to update password. Update password [link]

Welcome

Welcome to Identity Cloud. Your username is [bjensen].

Customize an email template

  1. In the Identity Cloud Admin UI, go to Email > Templates.

  2. Click a template name.

  3. In the template page, click Edit.

  4. On the Edit Template page enter the following details:

    • Template Name: Display name for the template.

    • From Address: Enter an email address for the group or individual sending the email.

    • From Name: Enter a name for the group or individual sending the email.

    • Message: Enter the email subject line text.

      • Locale: Select the area of the world where email will be received. This determines the language to use in the email. Click Add a locale if the one you want is not on the list.

      • Subject: Enter a phrase to display in the email subject line.

    • Markdown: Edit the text in the body of the email.

      • Use Markdown to edit the text.

      • Click the available variables link to choose from the Available Properties list.

    • Style: Change the text formatting.
      Use HTML or hexadecimal color codes to change the default colors for any of the following:

      • Email background color

      • Heading text color

      • Button background color

      • Body text background color

  5. When you’re satisfied with your changes, click Save.

Create a new email template

  1. In the Identity Cloud Admin UI, go to Email > Templates.

  2. Click + New Template.

  3. In the New Template dialog box, provide the following details:

    • Template ID: Enter a template identifier.
      Use only lowercase letters and numerals. No spaces or special characters allowed.

    • (Optional) Display Name: This name will be displayed in the Email Templates list.

  4. Click Save.

  5. Customize your new email template.

Manage email templates

In the Identity Cloud Admin UI, go to Email > Templates.

  • Click + New Template to create a new email template.

  • Select a template name, and click its More () menu:

    • Click Preview to view the contents of the selected template and send a test email.

      • On the preview page, to send a test email, click Send Test Email.

      • On the preview page, to edit or customize the email template, click Edit.
        See Customize an email template.

    • Click Edit to change the wording or colors in the selected template.
      See Customize an email template.

    • Click Deactivate to temporarily disable the selected template.

    • Click Delete to permanently remove the selected template from your tenant.

      Deleting an email template cannot be undone.