E-mail templates

The layout and wording of e-mails the workspace sends: invitations, password resets, notifications, contract reminders.

Menu path Utilities › Email Template

Address https://hub.cnvconnect.com/settings/email-templates

Permission email_templates:view

Who uses it administrators

This page is currently failing to open

On the current release, opening Email Template shows "An error occurred. Please reload the page" instead of the template list, so it cannot be documented with a screenshot yet. Nothing else is affected: the workspace still sends its e-mails using the templates already stored — you simply cannot view or edit them from this screen until the fix ships.

What the page holds

The templates are grouped by category, and each has:

Part	What it is
Name	Which e-mail it is — invitation, password reset, and so on
Subject	The subject line, with placeholders
Body	The HTML content, with the same placeholders
Variables	The values you can insert — recipient name, workspace name, links, dates
Test send	Sends the template to an address with sample data, so you can see how it looks in a real client

How to…

Change an e-mail's wording (when the page is available)

1. Open the category, then the template.
2. Edit the subject and body, keeping the placeholders intact — deleting one is how a colleague ends up with an e-mail that says "Hello , click here".
3. Use the test send to a real mailbox and read it on a phone as well as a laptop.
4. Save.

Keep the tone consistent

Invitations and password resets are often somebody's first contact with your company. Match the wording to the way you speak to customers elsewhere.

Notes

• Sending requires the workspace's mail settings to be configured; a template alone does not guarantee delivery. Check Notification history if an e-mail did not arrive.
• Templates are workspace-wide — a change affects every recipient from that moment.