A transactional template in Messages controls the layout and branding of system-generated emails like form confirmation emails and password reset messages. It is configured in Messages > Templates > System and lets you replace the default Finalsite branding with your school's logo and colors.
💡Quick answers
- What is a transactional email template used for? Controlling the appearance of system-generated emails such as form confirmation emails and notification messages; replace the default Finalsite branding with your school's logo and colors.
- Where is the transactional template configured? In Messages > Templates > System > Transactional Template; customize the logo and header background color there.
- Does the transactional template apply to admin notification emails from forms? No; only the submitter confirmation email uses the transactional template. Admin notification emails use a non-customizable default layout.
A transactional template is a type of template that can be configured in Messages so that you can apply templated content without having to create it for special purposes. This article will show you how it works.
In this article
Two transactional template uses
Start by opening up the Templates tab in Messages.
There are two scenarios where transactional templates are used in the Finalsite CMS:
- In the Forms module, this template is used for the notification sent to the submitter of a form.
- In the Messages module, a simple message template is configured to quickly and easily send out messages without having to choose a template.
Configure a transactional template
In the Templates tab in Messages, click on the "System" button.Â
Scroll to find Transactional Template alphabetically toward the bottom or use Search Templates and open up the template.
Open the template.Â
Important Note
When clicking to edit your Transactional Template, a message will pop up in the bottom right corner reminding you that the row has been locked. This doesn't mean you are stuck but only that certain row properties cannot be changed.
You can edit the following areas of your template:Â
- Image / logo: Replace the default logo with your district or school's logo.Â
- Divider line: Choose a color that matches your branding.
Once these two areas have been edited, your transactional email template is ready to be used on your site!Â
Important Note
This template will be used for all form results emails, across all sites and domains, so it is best to keep the logo as general as possible. The admin confirmation email template cannot be customized.
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