4.2 Creating a Template in Identity Console

  1. On the Identity Console home page, click Email Notification Templates.

  2. Click + Create a new template.

  3. Specify a name for the new template (for example, Approval) and click OK. display the Modify E-mail Message page.

    If you have disabled pop-ups, you return to the Edit Email Notification Template pop-up. The new template name appears in the Name column, but [No Subject] appears in the Subject headline column. In this case, click [No Subject] so that you can provide details in the new template.

  4. The Edit Email Notification Template page enables you to modify the email template. You can customize the template with your own text.

    • Template Name: Displays the name of the template.

    • Subject: The text that a user views in an email's Subject headline. You can change the text of the subject line. The actual name of the template remains the same.

    • Send As: The format that the SMTP server uses to send the email: Text or HTML.

    • Tokens or Replacement Tags: The replacement tags help you personalize the message for the user. You can copy replacement tags from the list of available tags and paste them into the message. You can also simply type the tag in the message text. For information about adding new tokens, see Section A.0, Tokens and Replacement Tags.

      Each template includes default tokens or replacement tags, which are variables needed to personalize the email for the user. For example, the Forgot Password email template for sending a password to the user includes the default token or replacement tag named ‘CurrentPassword.’

      • Add: You can define other tokens or replacement tags for use in the body of the message.

        To add a token or replacement tag, perform the following steps:

        1. Click + Add Tag.

        2. Specify the Name and Description in Add Replacement Tag window.

        3. Click Ok.

          The new token or replacement tag lists in Replacement Tags column.

      • Copy Tag: Click Copy Tag icon to copy the selected tag to the system buffer, and then you can click mouse to paste it and utilize in subject line or body of the message.

      • Delete: Select a token or replacement tag in the list and click Delete Tag icon to delete the tag from the list. Ensure you do not remove tags that are needed for the body of the message.

    • Message Body: The text of the email message.

  5. Click Update after specifying all the email notification template modifications.