Identity Cloud

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. On the Email Templates page, 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 Name: 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. On the Email Templates page, 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 More () icon 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

Deleting an email template cannot be undone.

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

  2. On the Email Templates page, click the More () icon adjacent to any template.

  3. Select Delete.

  4. In the dialog box, click Delete.

Manage email templates

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

  2. On the Email Templates page, click the More () icon adjacent to any template, and do any of the following:

    • To disable a template, click Deactivate.

    • To enable a template, click Activate.

    • To duplicate a template, click Duplicate.

      1. In the Duplicate Template window, 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.

        • Description: A brief description of the template.

      2. Click Save.

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