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Templates - Edit Template

The Zerista system has built in email templates for things like attendees invites/reminders, chatter updates, check-ins and many system notifications. One can access these templates via the website admin at https://yoursitenamehere.zerista.com/admin/template. This page can also be accessed by logging into the main admin page, pressing on the "Engage" link and then the "Templates" link on the top of the page:

 

This page shows a full list of all the email templates in the Zerista System. To access an individual template, just click on the name in blue of the template you'd like to edit. This will bring you to the temple preview page. Below is an example of the Exhibitor Invite template:

From here you see a preview of the email and have access to the button that will reset this template to the Zerista default. To edit this template, you simply click on the "Edit Template" button in grey above the "Notification Type" box and this will open the template editor:

On this page you can controller all elements of your email template:

Details

The "Content Type" Drop-down menu allows one to select if your template will use simple text or if it will use html elements.

Content

The top box in this section is where the title of your email is controlled. Some ruby elements can be used to automatically pull conference name/etc from the system as you see in the above screenshot. 

The second box in this section is where you edit the content of the body of your email template. You can utilize the easy text editor to make basic changes (bold, italic, underline, insert image, hyperlink, etc) or click on the "<>" tool to open the code editor. This allows you to directly change the html code of your template for more advanced users. 

Once you've completed any changes to your template, click on the "Save" button at the bottom of the page to apply your changes. You can test your template via the "Test Template" link in grey above the "Notification Type" box. For full instructions on testing your invite/reminder templates, please see https://zerista.zendesk.com/hc/en-us/articles/205952815-Test-Invite-Reminder-Email-Templates

 

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