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Overriding content templates at a channel level

You can provide reseller/channel specific communication by overriding the default global-level content templates such as invoices, customer facing emails, and so on. The content templates support variable data substitution, and can be used to send out personalized channel-specific emails. You can modify the content of the email, invoice, and approval templates, change the header, footer, and styles, and customize them for a channel or reseller.

When you override the content templates at a channel level, an icon appears next to the template name indicating that the template is overridden.

  1. Log in to CloudPortal Business Manager as the Root user.
  2. Click the drop-down menu icon in the top right corner next to ROOT USER.
  3. Click Administration > Content Templates.
  4. To override email templates, follow these steps:
    1. Click Emails.
    2. Select the channel from the channel drop-down list. Only the customer facing email templates are listed.
    3. Select the language from the drop-down list.
    4. Select the template whose content you want to override.
    5. Place the cursor over the gear wheel icon and click Edit.
    6. Override/modify the content in the editor.
    7. Click OK. You can click Preview to view the edited template.
  5. To override the Header, Footer, and Signature in content templates, follow these steps:
    1. Click Includes.
    2. Select the channel from the channel drop-down list.
    3. Select the language from the drop-down list.
    4. To modify the header, click Email Header.
    5. Place your cursor over the manage icon (that looks like a gear wheel) and click Edit.
    6. Make the changes as required and click OK. You can click Preview to view the modified header. You can modify the footer and signature by selecting the respective option and following Steps d - f.
  6. To override Invoice Templates, follow these steps:
    1. Click Invoices.
    2. Select the channel from the channel drop-down list.
    3. Select the language from the drop-down list.
    4. Select the invoice template you want to edit.
    5. Place your cursor over the manage icon (that looks like a gear wheel) and click Edit.
    6. Make the changes as required and click OK. You can click Preview to view the edited template.
  7. To override the Content Template Styles, follow these steps:
    1. Click Styles.
    2. Select the channel from the channel drop-down list.
    3. Select the language from the drop-down list.
    4. To override the style defined, click Styles.
      1. Click Edit and make the changes as required.
      2. Click OK to save your changes.
    5. To override the custom information, click Custom.
      1. Click Edit and make the changes as required.
      2. Click OK to save your changes.
 
Created By : Pankaj Paliwal -

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