1. Using B2C Service
  2. Edit the Global Template

Edit the Global Template

You can edit the global template to customize the content that frames the message-specific content in each of your individual messages.

  1. Click Configuration on the navigation pane.
  2. Expand Site Configuration, and then double-click Message Templates.
  3. Select the interface you want to customize. By default, the categories for administrator notifications display on the right.
  4. Click Edit Template on the ribbon.
    The global template for the interface you selected opens.
  5. To insert your logo or another image, double-click the image placeholder to the right of the content placeholder.
    The Image Editor window opens. See Insert an Image.
  6. To edit the global template using the hyperlinks, buttons, and other features available on the HTML editor, use the HTML editor. See How You Add HTML in Design Mode.
  7. To customize your header and footer content, enter above or below the placeholders.
  8. To discard your pending changes and revert to the most recently saved global template, click Refresh on the ribbon.
    Note: Refresh applies only to the most recently saved global template. For example, if you have made changes and have not saved, then you can refresh to your previous version. However, after you save, then that is the version that is available to refresh.
  9. To see the currently deployed template, click View Live Template on the ribbon.
    The content pane refreshes to display the version of the global template that is currently applied to all notifications and messages.
    Tip: Suppose you have made changes, but want to go back to some of the elements used in your active version. As long as you haven’t deployed your template, clicking View Live Template lets you see a read-only version of the active content that you can copy and paste into the version your are editing.
  10. To spell check the global template, click Spelling on the ribbon.
  11. To preview your changes to the global template, click the Preview tab at the bottom of the HTML editor.
  12. Click Save on the ribbon to save your edits to the global template.

    At this point, your changes are not active because they have not been deployed or committed to the database. See How You Deploy the Global Template.