Organization level

You can customize emails for the organization. Go to the Global Settings and User Profile menu and select Settings > Email Templates.

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You can either create your own template or choose a global email template from the Email template list and modify it. When you modify a global email template, a local copy of the global email template is created and the changes are saved in the local copy at the project level.

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You can select a persona an option from the Select Persona dropdown. The fields from this persona can be used as tokens in This selection informs the fields that are made available in the Tokens dropdown to be used within the template.

To use a token, click on the token Token field. Select the token you want to use.

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For example, when choosing Administrators in the Select Persona dropdown, the Token dropdown in the editor will only show Tokens that are associated with the Administrator Persona.

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In the Multimodal content editor, you will get the dynamic persona field value.

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