Customizing Saved Search Email Content

You can customize much of the text for scheduled and alert email messages. Some customizations are available only for emails containing results from one record, referred to as single-record results, meaning all alerts, and scheduled emails to recipients derived from the Recipients from Results subtab when the Summarize Scheduled Emails option is disabled. An option to choose whether to include search results as embedded content, as an attached .csv file, or as an attached .xls file applies to scheduled email with full or summarized results.

To customize text, click the Customize Message subtab of a saved search Email subtab:


You can include multiple matching rows in a saved search alert email by using a {results} parameter in the text for the Single-Record Results field. See Enabling Multi-Row Results for Email Alerts.

Related Topics

Saved Search Email
Enabling Saved Search Scheduled Email
Canceling Scheduled Saved Search Emails When No Results
Enabling Saved Search Email Alerts
Types of Saved Searches Available for Alerts
Setting User Preferences to Receive Saved Search Alerts
Defining the Sender for Saved Search Email
Defining Recipients for Saved Search Email
Sending Summarized vs. Single-Record Results

General Notices