Email Customisation & Branding
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Site Email Summary

Your site sends out a number of automated emails as a result of a range of actions.

Below is a list of the emails that the site will send out, with information on each:

 

Email Description Steps to Generate Customizable Template
Account manager message Email template for Contacting an account manager. Send an email from the account manager contact link in a sales report Yes
Add licenses Can optionally be sent to users after adding report licenses Create license and click send email as the final step Yes
AdminIP registration Email template for admins registering new IP addresses. Go to admin area with an IP that isn't registered in the whitelist. Click link to take you to RegisterIP.aspx.  Yes
Ask The Analyst Email template for the automated email sent when 'Ask the Analyst' feature is used.  Send a question to the analyst from a report's table of contents, or from within a chapter Yes
Bulk email html Email template for sending email via the admin interface in Html mode Select Send email from Tools within Admin > Accounts Yes
New user registration Welcome email template for new users who have registered via the login page Create a new user from admin and select email temporary password Yes
New user registration from web service Welcome email template for new users who have been registered via the User Management web-service Create a new user through the SOAP web services Yes
New user registration No Login Link Welcome email template for new users who have registered via the login page Create a new user via the login page Yes
News subscription NewsFeed updated subscription email Subscribe to a news feed and update some items within the feed Yes
Report purchase from web service

This is a legacy email. We will soon be removing this.

Email for users who have purchased a report through the web-services

Buy a report using the SOAP synch services Yes
Report rating notification Email that is sent to notify of a new report rating submission Enable report ratings and add a Rating Notification Email. Then rate a report Yes
Reset password Email template for resetting a users encrypted password Select Password Reminder in Login form Yes
Saved search alert Email template for saved-search alerts Create a saved search, then add a new report or edit content of an existing one which would make it appear in a saved search alert. Yes

 

Next Steps

Editing the content of emails