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Customizing the Email Templates

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  1. Sign into the Banckle Accounts.
    The Banckle Accounts - Profile Tab appears by default.
  2. From the Banckle Accounts default screen, click Rebranding.
    The Rebranding tab displays.
  3. From the Template Settings area, click Customize Template.
    The Edit Template screen launches.
  4. On the Edit Template dialog, click your desired email template from the Template column.
    The email template screen displays.
  5. On the Email Template screen, provide the following information:
    • Email Subject: enter the email subject for your template.
  6. On the Email Template screen, select one of the following modes for customizing the template:
    • Design: select to edit your template in rich-text format.
    • Source: select to edit your template in HTML based format.
      You can preview your settings before saving it by clicking Preview on the template screen.
  7. Click Save.
    The Email Template is successfully saved.

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