Allows authorized Admins to enable/disable email
templates as well as revise content.
Customizing Email Templates
1. Enable/Disable by clicking On/Off toggle
2. Preview allows Admin users to review a draft notification
a. Select PREVIEW
b. Enter a job ID
c. Select an interpreter
d. Select APPLY
3. Edit allows Admin users to revise the content of the template
a. Select EDIT
b. Remove placeholders by deleting them
c. Add placeholders by selecting one from the drop down
within that section
NOTE: Multiple
placeholder emails can be included by placing a comma (,) between each
placeholder. You may also hardcode email
addresses if preferred.
d. Revise content of notification
e. Select SAVE
TIP: It is recommended
you preview any changes immediately after saving to ensure you approve the
final content.
Understanding Placeholders / Blocks
1. Placeholders pull information throughout the platform, such as:
a. Company– your organization information found under Maintain
Company
b. Requestor/Contact – your client’s information as indicated within the job
request
c. Interpreter – as indicated within the job request
d. Job details– as indicated within the job request
2. Blocks allow a single template to present multiple settings, which
will be executed according to the type of service for the job request.
Understanding Consumer
Language Specific Templates
Email templates with the SENT TO indicated for Consumers or
Participants can be delivered in the target language as indicated on the consumer
card or job requests.
