You can update and personalize all transaction email templates sent by Corporate Office. This includes both the built-in templates (Welcome Email, Order Confirmation, etc.), as well as any custom email templates.
For templates to be available to edit, they have to be enabled in Advanced Settings. Any new custom templates need to be added to your Client Extension before they will show up in the editor.
What We’ll Cover
Finding the Page

In Corporate Office, navigate to: Administration > Email Settings.
[CLIENTID].corpadmin.directscale.com/Corporate/Admin/EmailSettings
Click the Edit Email Templates tab.
Selecting a Template
Click the Template dropdown to select your enabled templates for different email events (such as Customer Welcome or Order Receipt).
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When you select a template, the template editor appears.
Editing Templates
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Type a relevant email subject line in the Subject field.
Subject text field -
In the TinyMCE Text Editor, use the formatting tools to make your edits. For more information, see: TinyMCE Text Editor
TinyMCE editor
Inserting an Image
If you want to insert an image:
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Place your mouse cursor in the template editor where you want the image to be inserted.
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Click Insert > Image.
Insert > Image The Select Image pop-up window opens.
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Select from uploaded images, or click the Upload button to select and image from your computer.
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Click the Select Image button to insert your image into the email template.
Using Email Variables
Email variables are expressions that allow you to dynamically insert user data. Many of these variables are client-specific for all email types. Contact Customer Care for a list of your client-specific email variables.
For example:
Hello {{Distributor.Name}},
It looks like there was an issue…
There are a some default variables that can used by any client. For more information, see: List of Default String Variables in the Default Email Templates.
Editing the Source Code
Click View, then Source Code to edit the HTML of the template, if applicable.

Saving the Template
Click the Save Changes button, when finished.

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