Summary: To help ensure that only the most relevant, appropriate proof data is sent to reviewers, we’ve expanded the customization options on Ziflow email templates. Administrators choose to modify and style the text, proof details, stage sections, and other proof-related data in the email templates for new proofs and new versions. Administrators can also choose to exclude proof summary elements, like thumbnail images or stage details, that might contain sensitive information.
Available: Email templates can be edited by Ziflow admins (Enterprise Edition only)
Where is the feature setup? Click on Settings > Proofing Settings > Email Templates.
How does it work?
Once inside the Email Templates tab, you will see a list of available templates that can be customized. By clicking on a template, you will open a side window to start editing the template.
Sender of email - select email sender.
Context - this option allows deciding if the content from the email template should be added to the notification (recipients will receive a text from the Email Template text & Custom Message from the proof creation screen) or if it should be skipped when a Custom Subject & message is entered while creating a new proof/version.
Subject & email content - enter the subject and email content using an available text editor. Please note that you can use pre-set tokens or JSONPath to customize the notification according to your needs. This can be achieved in a similar way as using JSONPath in Webhook Zibots.
Proof summary - decide if the proof summary should be displayed or not.
"Open proof" button label - customize the button responsible for opening the proof.
Stage details - select whether stage details should be added to the email or not.
Reset template - click this button in order to reset the template to default settings.
Publish - this button saves amended changes and sets the template as active.
Save draft - save the email template as a draft. The previous template is still active, if you want to activate the draft, you need to publish it first.
Cancel - closes the edit mode of a template.
Send test email - automatically sends the template to the person who is currently logged in.
By clicking on the three-dot button next to the template, you can also:
Send a test email to yourself
Restore template to default