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Having trouble editing an Onboarding Email Template

melissa_p
Explorer
1,034

Hello- I am attempting to edit an active Onboarding Email template, but it seems like my changes aren't being implemented after the edits are made & saved. When I trigger the email after the change, the 'old' version is being sent. I wondered if I might be missing a step in the process? Any help would be greatly appreciated- thank you!

Steps I'm following: Email Services / Active Templates / Open the template / move to Step 3.

Modify the Email Subject, then modify the Email Body Text, Save.

Have a test Onboardee trigger this email. (In this case, my email is related to declined to E-Sign.)

I also noticed that trying to re-send the email results in the tokens not being replaced with the expected data (this does work as expected in the original email, just seems to be broken in the re-send. Thanks again for any help!

Accepted Solutions (1)

Accepted Solutions (1)

Angela_Romano
Product and Topic Expert
Product and Topic Expert

Dear Melissa

the recommendation consists into:

  • create a copy of standard email
  • deactivate the standard
  • change the text (email content) in the custom copy and in all languages (default and all).

Maybe you changed only in default language and not in the language of the log in ones?

melisa_oeztuerk
Explorer
0 Kudos
how can we add other recipients to the email template? I mean other then the ones that you can select from the dropdown

Answers (1)

Answers (1)

melissa_p
Explorer

I did indeed only change in the default language, I've now applied it to English language and it's working as expected! Thank you both!