Identity Cloud

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.

Email templates utilize Handlebar expressions to reference object data dynamically. For example, to reference the userName of an object:

{{object.userName}}

Create a new email template

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

  2. Click + New Template.

  3. Provide 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: Enter a name for the group or individual sending the email.

    • Description: A brief description of the template.

  4. Click Save.

Edit an email template

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

  2. Click a template name.

  3. To change the wording in the email template, edit the markdown text in the left window on the page.

  4. To edit the template styles, click Styles, and edit the CSS style code.

  5. To view available variables that you can use in the template, click Variables, and view the content on the Available Properties page. Click Done.

  6. To edit the template settings, click the ellipses at the top right of the page and select Settings.

  7. Provide 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.

    • Description: Enter a brief description of the template.

  8. Click Update.

  9. Click Save.

Delete an email template

  1. In the Identity Cloud admin UI, click the ellipses to the right of a template.

  2. Select Delete.

  3. In the dialog box, click Delete.

    Deleting an email template cannot be undone.

Manage email templates

  1. On the Email page, find the template and click the ellipses on the right:

    • To temporarily disable a template, click Deactivate.

    • To enable a template, click Activate.

    • To duplicate a template, click Duplicate.

      1. Provide 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: Enter a name for the group or individual sending the email.

        • Description: A brief description of the template.

      2. Click Save.

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