Configure account master email template
Configure header and footer logos, login/no login button text, and additional prefooter text to display in non-system emails sent to sites. All configuration options are optional and independent of one another.
If preferred, you can use placeholders in your template's subject and body. Click Show email placeholder list to open the list of available placeholders. If you use placeholders, remember to enclose them in curly braces ("{" and "}").
You must have a role with Account email template management permission to complete this task.
- Click menu
in the page header. Then open the Account menu, and click Master email template. - Under the Header logo section, click in the Drag and Drop field to browse and select a logo image, or drop a selected image directly into the field. The Image must be JPEG, GIF, or PNG file type and can be up to 600 pixels wide.
- Below the logo image, enter alternative text for the Header logo. This text can be read by screen reader applications.
- At Login button introduction text, optionally modify the text that will display above login buttons in site emails. If not modified, the text will be "There are two ways to access the study management tool:"
- Under the No login section, modify the default description text that displays in email notifications when the no login button is available. The field supports rich text formatting and accepts non-Javascript formatted HTML (i.e., no "<script>" tag allowed).
- Under the Login section, modify the default description text that displays in email notifications when login button is available. The field supports rich text formatting and accepts non-Javascript formatted HTML (i.e., no "<script>" tag allowed).
- Under the Pre-footer text section, enter text to display above the footer image area. The field supports rich text formatting and accepts non-Javascript formatted HTML (i.e., no "<script>" tag allowed).
- Under the Footer logo section, click Upload image and browse to locate a logo image that does not exceed the maximum of 600 pixels.
- In the text field below Upload image, enter alternative text for the Footer logo. This text can be read by screen reader applications.
- At the top of the page, click Preview to view the configured template to confirm the template meets your expectations. This is especially important if you used placeholders.
- Click Save.
Parent topic: Account level email templates