Creating the Content of the Message Template

The Manage message templates for email correspondence and reminders permission is required.

Configuration > [Onboarding (Transitions)] Administration > Message Templates
  1. Open the message template.
  2. Click Custom Content.
  3. Type the content of the message in the text box. You can format the text using the Rich Text Editor options. You can also use variables. Simply select a variable, then drag and drop it in the desired area.
  4. Click Save.