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How Custom Email Templates Work

The Adobe Acrobat Sign Custom Electronic mail Template characteristic is bachelor to the enterprise service level of service simply

Overview

All emails sent from Adobe Acrobat Sign are generated from an HTML-based template that uses some variable fields, customizing each email to the specific understanding and recipients. The large structures, like the page layout, remain static, and but a few variables change (like the agreement name and message), for each understanding that is sent out.

The custom e-mail templates (CEMT) feature offers the ability to revamp the HTML template that generates emails from your Acrobat Sign account. With CEMT, you lot would be able to revamp the standard email to match your company'due south make with your own familiar branding, color scheme, images, and text. You tin can also change the normally static structures, and customize the page layout, the terminology used, the inserted images, and more.

If you lot are on the enterprise service plan, y'all tin work with our Professional Services squad to build the perfect email template for your Account as a whole, or for each Grouping inside your account, as needed. Fees may utilise.

Customized email template


How it'south used

There are currently 4 templates that are customizable with Acrobat Sign.

  • Delight Sign
  • Signed and Filed
  • Reminder
  • Canceled

Customized templates can be installed at the Business relationship or Grouping level. Account-level templates are distributed down to Groups and trickle downwardly to Users. Account > Group > User

Grouping level templates replace the Account level templates. The Group level template is then distributed to the Users in that Group. This provides an opportunity for private Groups to design thematically appropriate e-mail templates.

For example, if the Adobe business relationship has a Photoshop group, emails tin can exist designed to appeal to the sensibilities of the Photoshop audience. Alternatively, the Legal group may desire to have a very different vibe, and their email templates tin can be designed accordingly.

Once the templates have been updated, your PS contact will publish them to a Group in your Account for testing. Yous volition then be able to verify that information technology is working appropriately and request any further changes if needed. In one case your Acrobat Sign administrator has verified the template, your PS contact will push the template alive to the advisable Grouping or Business relationship.

Users and Admins

Once the email templates are in identify, users and admins don't have to practice anything. The email templates will be automatically applied.


What can be customized

CEMT provides the ability for y'all to customize the email templates used for transactional emails from your Acrobat Sign account.

Please notation that Senders (the party sending out the understanding for signature) will not exist able to view the custom email template since their email is predicated on a different template blazon. Senders will proceed to meet the existing default email template.

Within each template blazon, there tin be multiple versions. At that place is i version for each of the supported languages (or locales). Enterprise customers tin transport agreements in 30+ languages, and each language has its own localized template for each template blazon. If yous're updating the text for an email template that is in Spanish, you will demand to provide the appropriate text so your PS contact can update the template with the correct circumlocution.

EG: Please Sign:English identifies the Please Sign template and the English locale.

At that place are two means to approach how you customize the e-mail templates used for your Business relationship or Groups in Acrobat Sign:

  1. Starting time with the base (default) template and specify what customizations you want to make within that template with your PS contact.
  2. Start with your ain internally built HTML certificate by using the reference guide below, and y'all can start with the boilerplates institute in our public github repository


How to enable or disable

Custom Email Templates tin only be enabled and configured in the Acrobat Sign system by the Acrobat Sign Professional Services team.

If yous would like to enable this feature, and currently accept an agile understanding with Professional Services, contact them to decide the telescopic of work and additional costs. Otherwise, delight submit a support ticket requesting access to the Custom Email Template feature. Support will then road you to the Professional Services team.

Templates tin be configured at the Account and/or the Grouping level and for any/each locale.

Customers may reduce evolution fourth dimension and mitigate service costs past designing their templates in-firm while referencing the guide below:


Oftentimes asked questions:

No.

Currently there is no customer facing user interface for e-mail templates. Y'all can create your own HTML template, but it volition demand to be reviewed and installed by your Professional Services contact at Adobe.

Customization is available at the account or grouping level. Adobe doesn't support customizable email templates for individual users. Nosotros likewise don't support e-mail customization for specific recipients

Yes, customization is available for all regions

No.

We currently offer custom e-mail templates for four of the standard emails:

  • Please Sign
  • Signed and Filed
  • Reminder
  • Canceled.

Yes, when you request a custom email template to be installed, you must identify the type (Please Sign) besides as the language the template is in.

Customers must provide the translated text in their custom HTML template. Each blazon:language combination is considered a discrete template. (EG: Delight Sign:Spanish)

No.

Senders receive the standard base of operations e-mail that is associated with Acrobat Sign since their templates are based on a dissimilar template type.

No.

The email header image tin exist updated in your account settings under Business relationship -> Business relationship Settings -> Email Settings

These templates exist as account-wide templates, with groups inheriting their templates from the business relationship, and users inheriting from the grouping. CEMT can be practical on a group basis, and then all users in that group would inherit the grouping-level template.

eg: The Adobe account does non accept CEMT implemented, but the Acrobat Sign group within the business relationship has a Please Sign custom template implemented. Joe, a user in the Acrobat Sign group, would be using the custom template when sending agreements out. All other groups within the Adobe account would continue using the standard email template.

That'southward doable!

If the Hour group in your business relationship wants a different vibe for their templates in comparing to the legal group, the Hr group tin can design their templates appropriately. Delight note, different templates would incur a divide accuse.

No there is not a dissimilar template. Currently CEMT is only applicable for direct participants in the signing process. (Signers, approvers, delegates)

Images are definitely an important component to get your message across in an electronic mail, and Acrobat Sign supports images in the custom templates. However, images must be hosted externally by your team or company, Adobe will not host any images.

In society to accept the HTML consistent across multiple email clients, table-based layouts are recommended. It's besides recommended to use the sometime-schoolhouse attribute styling for tables and to only use unproblematic inline styles. <mode> tags are discarded by many email clients.

CEMT is tested on the following email clients:

  • Microsoft Outlook 2016/2019
  • Apple Postal service xi/12
  • Gmail
  • AOL mail service
  • Yahoo! mail

No.

CEMT but applies to the emails sent out to participants during an agreement.

In the case of a spider web form, the signer who completes the web form volition receive a customized signed and filed, simply the landing page after completing the spider web class cannot exist customized through CEMT.

The landing folio can exist changed if you lot create the spider web course through our API.

How Custom Email Templates Work,

Source: https://helpx.adobe.com/sea/sign/using/custom-email-templates.html

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