Administrators, credential issuers and marketing managers can manage email templates. Custom email content depends on your plan.
Create a template
1
Go to Settings → Email Templates and click New template

2
Write the email
The left side is a preview of the email. Click the text to change it, and use the toolbar for headings, bold, lists, links and images.On the right:
- Template name: only your team sees it.
- Subject: the email’s subject line.
- Attributes: click one to copy it, then paste it into the subject or the body. Each one is replaced with the recipient’s details, for example
[recipient_name]or[group_title]. - LinkedIn button: show or hide the Add to LinkedIn button.

3
Click Save template
Use the template in a group
1
Open the credential group
Go to Credential Groups and click the group.
2
Choose the template
Under More settings, open General settings and pick your template under Email template.

3
Click Update group

