Edit and Preview an Email Template

You can edit and preview the standard email templates or a new email template that you created.
  1. On the Email Templates tab, select Message Templates or Letterhead Templates.
  2. On the Message Templates or Letterhead Templates page, select the locale of the template that you want to edit or preview.
  3. In the list of templates, click the name of the template that you want to edit or preview.
    The Edit page for the selected template is displayed.
  4. Make the appropriate entries on the Edit page.
    • For message templates, you can do the following:
      • Edit the template description.
      • Edit the subject line. Be sure to use the locale that is associated with the template.
      • Select a letterhead template to be used with this message template. The drop-down box lists letterhead templates that have the same locale as the message template.
      • Edit the template body in both the HTML and text formats. SAS App Central sends emails as multipart messages that contain both formats. Recipients see one of the two versions, depending on the rendering capabilities and user preference settings in the mail client.
        Be sure to use the locale that is associated with the template.
        You can include the following merge variables:
        Merge Variable
        Description
        $USER_NAME$
        The user name (email address) of the user receiving the email.
        $CLOUD_URL$
        The URL that your organization uses to access the SAS Cloud.
        $ACCOUNT_NAME$
        The name of your SAS Cloud account.
    • For letterhead templates, you can do the following:
      • Edit the template description.
      • Edit the template body in both the HTML and text formats. Be sure to use the locale that is associated with the template.
        In letterhead templates, you must include the following merge variable:
        Merge Variable
        Description
        $_SAS_TEMPLATE_BODY$
        Placeholder for positioning the message template within the letterhead.
        You can also use any of the merge variables that are valid in message templates.
  5. Click Preview to verify that the message or letterhead appears as expected.
  6. Click Save on the Edit page to save any changes that you made. The version number is automatically updated.
    Tip
    After saving the template, you might want to test it by sending an email to yourself to see how the variables resolve. See Email Users.
  7. To return to the list of message templates or letterhead templates, click Cancel.

See Also

Invite New Users
Email Users
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