Chapter 5. Change Email Templates

There are a lot of email template options, only a subset of which will be relevant for your workflows. Save yourself time by making sure you’re happy with your workflows before beginning to edit the email templates. This way, you’ll only edit the templates that you’ll actually use.

Perform a dry run of your finalized workflows, making sure to test all the possible branches (such as approval and rejection). Then, identify each email notification that your test developer account receives to determine what to edit in the next step.

The first time you edit a template, you’ll actually “create” a custom template. Then in subsequent edits, you’ll save your changes. Warning: there is no version control. We recommend you make a local copy if you want to be able to revert changes.

You can use liquid tags for dynamic content in your email. We especially recommend you make backups when you make changes to the liquid tags.

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Complete these same steps until you’ve covered all possible branches for your workflows.