Customize email templates

In your CertCentral account, go to the left-hand navigation menu and click Settings > Notifications.

Email settings are controlled in a few places. Before you start customizing your templates, ensure you have email recipients and renewal emails set up to your liking.

• Configure email language and recipients on the Basic notifications settings tab under the Certificate Lifecycle email defaults section.
  
• Choose when you want CertCentral to send out renewal notices on the Preferences page under the Certificate Renewal Settings section.

When editing a template, a banner will remind you of these relevant settings.

On the Notifications page, click the Custom email templates tab.

The templates you can edit are listed in the table:

• Order confirmation email
• Order rejection email
• Order approval email
• Expiring certificate notification
• Expired certificate notification

To edit a template, click the Email type title in the table.

You will see the title of the email at the top of this page.

Here you can edit the subject and body of the email. Plain text and HTML tags are supported.

• Avoid including information that is likely to change over time, such as certificate validity periods or allowed hashing algorithms. If you must include this type of information, remember to update your templates as industry standards and best practices change.

On the right-hand side you will see a list of variables you can include in your template. This will insert dynamic order and user information into the email. Click the copy icon and paste them into the subject or body.

• The “Default custom renewal message” variable refers to a setting with the same name located on the Preferences page. To include that message in your template, use this variable. If you do not have a default renewal message, this variable will do nothing.

Click the Preview button to see what your customized template will look like, and confirm all variables are entered correctly and there are no broken HTML tags. When variables are entered correctly they will appear as strings of random numbers and letters in the preview modal.

When you are satisfied with your changes, click Save. If you don’t want to save your changes you can leave the page, or click Reset to restore the template to the CertCentral default.

CertCentral will begin using your customized templates as soon as you hit save.