Customize Email Notification Templates in Portals | Zoho Creator Help

Customize Email Notification Templates in Portals

What Does This Page Cover?

On this page, you'll learn how you can customize portal email templates and tailor them to suit your specific requirements.
Refer to our page on Email notification templates in portals before proceeding.

Availability

  1. Email notifications in portals can only be created in Creator paid plans.
  2. Email notifications in portals can be managed by the super admin, and admins, while other users can receive email notifications with relevant permissions.

 Customize Email Notification Templates in Portals

Customization Flow

How to Configure


 Steps for Customizing Email Notification Templates

  1. Choose the desired portal and switch to the Email Notification tab.

  2. First, select Edit, next to the email template you want to customize.


  1. Now, after the editor opens up, you can make any desired changes to the email templates.


Merge Fields 

Here's a comprehensive set of features available in the editor, to help you fully explore and maximize its potential:
  1. Available Merge Fields: Email templates provide dynamic elements to enhance email content and personalization. You can select a field here.
  2. Select Field: You can select the field you want customized and add dynamic values to your email from this field.
  3. Copy Merge Field Value: The merge field value will be displayed here, where you can copy it and use it in your email.
Available merge field values:
  1. ${Portal.APP_NAME} - returns the app name of the portal
  2. ${User.FULL_NAME} - returns the name of the portal user
  3. ${Portal.DOMAIN_NAME} - returns the domain name of the portal
  4. ${Portal.ADMINISTRATOR} - returns the name of the portal administrator
  5. ${Portal.SUBDOMAIN_NAME} - returns the subdomain name of the portal
  6. ${Portal.LINK_NAME} - returns the application link name
  7. ${Portal.DISPLAY_NAME} - returns the display name of the portal
  8. ${Link.PORTAL_URL::Portal} - returns the url of the portal
    (applicable except to the reset password template)
  9. ${User.EMAIL_ID} - returns the email address of the user
    (applicable except to the approval template)
  10. ${Link.ACCEPT_PORTAL_INVITATION::Create New Password} - returns the link to accept a portal invitation
    (only applicable for the invitation template)
  11. ${OTP.VALIDITY_TIME} - returns the validity time of the OTP
    (only applicable for the reset password template)
  12. ${OTP.VERIFICATION_CODE} - returns the specific OTP
    (only applicable for the reset password template)
  13. ${Link.RESET_PASSWORD_URL::Reset the password} - returns the link to reset a password
    (only applicable for the reset password template)
  • Subject: You can enter the subject of the email here.

 Formatting the Email 

Here's a list of formatting options available in Rich Text mode
  • Bold

  • Italics

  • Underline

  • Strikethrough

  • Font color options

  • Background color for text (Text highlight)

  • Font face options ()

  • Font size options

  • Superscript

  • Subscript

  • Alignment options

  • List options

  • Indentation for text and lists

  • Insert quote

  • Remove formatting

  • Insert table

  • Insert horizontal line

 

Other than the formatting options available, you can also insert the following in your emails:
  1. Hyperlinks - Directs a selected portion of the text to the linked URL or email address.
  2. Remove link - Removes a link added in the email.
  3. Images - Inserts images either from disk storage or directly from the web.
    The image is added as a URL, and you can customize the size and alignment while uploading it in Creator. 
Click Save to retain the changes you've made. Now the customizations you've made will be implemented in the emails sent from this template from now on.

Points to Note

  1. The number of emails you'll be able to send depends on your pricing plan.
    For detailed information, please refer to our pricing page.
  2. You can easily track how many emails, you have sent and you're remaining quota, by navigating to the Billing section.
  1. Understand email notifications
  2. Add "from" and "reply to" email address

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