CUSTOMIZING EMAIL TEMPLATES
CUSTOMIZING EMAIL TEMPLATES
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LETS MAKE THINGS PERSONAL
LETS MAKE THINGS PERSONAL
This guide will walk you through the process of creating custom email templates for your organization. There are three templates to customize.
General: The basic layout of policy related emails.
Content Remediation: The specific text users / admins will see when in a remediation email when content remediation takes place.
User Remediation: The specific text users / admins will see in a remediation email when user remediation takes place.
NOTE: HTML may be used in forms to further customize. EX: <b>"content"</b> for bold
STEP ONE:
Login to your instance
STEP TWO:
Navigate to the admin page on the left pullout menu.
STEP THREE:
Under the Customization Tile, select Configure User Email Template.
General Tab
General Tab
The general tab allows you to change the basic feel of policy emails. Here you are able to change header, contact and footer information within an email.
COMPANY LOGO:
To customize the logo shown on the policy emails simply select the Browse button under the Header Information section, and select a .png file to upload.
NOTE: Image must be 160x40 and .png format.
PRODUCT NAME:
To change the product name shown on the policy emails, simply change the text in the Product Name text box.
ADMIN EMAIL:
To change the admin email contact information displayed on policy violation emails, enter your desired email address in the Admin Email text box.
ADMIN PHONE:
If you would like to provide a phone number for users to call, enter the desired phone number in the Admin Phone text box.
COMPANY NAME:
To change the company name displayed in the footer of the email, enter the desired company name in the Company Name text box.
COPYRIGHT INFORMATION:
To change copyright information for your organization, enter in the appropriate text into the Copyright Information textbox.
SAVING:
Once all desired changes have been made. Select the Save Button at the bottom left of the screen.
Content Remediation Tab
Content Remediation Tab
Content remediation emails are sent when a user has violated a policy related to content. For instance sending an email that contains a credit card number.
NOTE: You can preview your templates at any time by clicking the Preview Template link at the bottom of each section.
PREVIEWING:
While you are configuring your template, you can select the Preview Template button to see how your changes will look.
Your Previewed template will be displayed in a popup window.
ACTION NOW:
ACTION NOW:
Emails That are sent immediately on policy violations.
HEADING: To change the heading on immediate policy violation emails, enter the text you would like into the Heading textbox.
MESSAGE BODY: To change the body text of an immediate policy violation email, enter your desired text into the Message Body textbox.
SAVING:
Once all desired changes have been made. Select the Save Button at the bottom left of the screen.
ACTION SCHEDULED:
ACTION SCHEDULED:
Emails that are scheduled to perform remediation after an allotted amount of time.
HEADING: To change the heading on scheduled policy violation emails, enter the text you would like into the Heading textbox.
MESSAGE BODY: To change the body text of an scheduled policy violation email, enter your desired text into the Message Body textbox.
SAVING:
Once all desired changes have been made. Select the Save Button at the bottom left of the screen.
SEND WARNING:
SEND WARNING:
Emails that are scheduled to warn users of a policy violation.
HEADING: To change the heading on warning of policy violation emails, enter the text you would like into the Heading textbox.
MESSAGE BODY: To change the body text of a warning of policy violation email, enter your desired text into the Message Body textbox.
User Remediation Tab
User Remediation Tab
ACTION NOW:
ACTION NOW:
Emails That are sent immediately on policy violations.
NOTE: You can preview your templates at any time by clicking the Preview Template link at the bottom of each section.
PREVIEWING:
While you are configuring your template, you can select the Preview Template button to see how your changes will look.
Your Previewed template will be displayed in a popup window.
HEADING: To change the heading on immediate user policy violation emails, enter the text you would like into the Heading textbox.
MESSAGE BODY: To change the body text of an immediate user policy violation email, enter your desired text into the Message Body textbox.
SAVING:
Once all desired changes have been made. Select the Save Button at the bottom left of the screen.
ACTION SCHEDULED:
ACTION SCHEDULED:
Emails that are scheduled to perform remediation after an allotted amount of time.
HEADING: To change the heading on scheduled user policy violation emails, enter the text you would like into the Heading textbox.
MESSAGE BODY: To change the body text of an scheduled user policy violation email, enter your desired text into the Message Body textbox.
SAVING:
Once all desired changes have been made. Select the Save Button at the bottom left of the screen.
SEND WARNING:
SEND WARNING:
Emails that are scheduled to warn users of a user policy violation.
HEADING: To change the heading on warning of user policy violation emails, enter the text you would like into the Heading textbox.
MESSAGE BODY: To change the body text of a warning of user policy violation email, enter your desired text into the Message Body textbox.
SAVING:
Once all desired changes have been made. Select the Save Button at the bottom left of the screen.
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