Creating custom email templates

Corpay Cross-Border provides a default email template that you can modify and use to invite payees to join Connections and share their banking information with you. You add your logo and signature to the template and make changes to the text. You can also create and save additional customized email templates. When you want to send an invitation to a payee, you can choose which template you want to use.

Note: Only users with the required permission can create and edit email templates. For more information, see Creating or editing a user profile.

To create a custom email template

1. In the toolbar, under Admin, click Email Templates. The first time you use this feature, you should personalize the default template.
   Beside the Default Email Template, click the edit icon. If you want to create an additional custom template, click NEW EMAIL TEMPLATE.
   
2. The Create New Email Template page opens. Update the required sections.
   Important: Do not edit or delete the placeholder text enclosed by curly brackets { }. Placeholders will be automatically replaced with system-generated content when the email is sent. For example, {{Link}} will be replaced with a unique Connections portal link for each payee.
   
   
   
   
   

   Field	Description
   Email Template Name	Enter a name for the template.
   Email Template Identifier	Enter a unique identifier for the template. When you want to send a connection invitation, this is the name that will appear in the Invitation Template dropdown list. You can PREVIEW the email after you enter the identifier.
   Logo	Attach a file that contains your logo. We recommend that you use .png or .jpg format. The logo will appear in the upper right corner of the email. To upload, drag & drop your file here, or click anywhere in the section to browse and select the file.
   Subject	Enter the text that you want to appear in the Subject line of the email that will be sent when you invite a payee to connect with you.
   Body	This is the body of the email. When you use this template invite a payee to connect with you, you can further customize the text before you send the invitation. Important: Do not edit or delete the text enclosed in curly brackets { }.
   Signature	Attach a file that contains your custom signature. We recommend that you use .png or .jpg format. The signature will appear in the lower left corner of the email. To upload, drag & drop your file here, or click anywhere in the section to browse and select the file.

   
   Click PREVIEW to view the email layout and ensure the logo is properly sized. If you need to modify the template, use the DESIGN tab or click BACK to return to the design page.
3. Click SAVE.
4. The template is added to the list on the Email Templates page.
   It is also added to the Invitation Template dropdown list on the Invite to Corpay Cross-Border Connections page. For more information, see Inviting a payee to Corpay Cross-Border Connections.