Set up Credential email templates to easily email Credentials once they have been generated.
1
Edit Credential email templates
- Navigate to LRM > Settings > Email Templates (under Configuration)
- Tick the Credentials checkbox (and untick others) to see the Credentials email templates.
- Click on an email template title
- The Edit Email Template drawer opens
- Set the Is Active toggle to ON or OFF
- Edit the Subject
- Edit the Body
- Insert placeholders and media if required
- Click Save
2
Create new Credential email template
- Navigate to LRM > Settings > Email Templates (under Configuration)
- Click Add Template
- Under Section select Credential
- Enter template name
- Enter template description
- Enter a Subject
- Enter a Body
- Insert placeholders and media if required
- Click Save