TABLE OF CONTENTS

• Migrating Old Emails to the Advanced Email Builder
  • Steps to Migrate an Existing Email
  • Restoring Previous Versions in the Email Builder
• Emails in ManagementStudio
• Email Templates
• Email Wrappers
  • Replacing Text in a Wrapper
  • Custom 'From Name' and 'From Address'
• Video Tutorial: Email Templates
• Further Support
• Quick Reference Links

Migrating Old Emails to the Advanced Email Builder

ManagementStudio provides a default wrapper—Default Email Wrapper—to simplify the migration process to the Advanced Email Builder. The default wrapper includes placeholder content that can be customised as needed. You may modify, remove, or replace this wrapper, or create a new custom wrapper if required.

Steps to Migrate an Existing Email

1. Enable Advanced Email Format
   • In the Email Grid, select the Adv. Email checkbox for the target email.
   • Click Save.
2. Open the Advanced Email Builder
   • Launch the builder for the selected email.
   • The previous email content is automatically inserted into a new Paragraph control within the builder.
3. Apply an Email Wrapper
   • For plain-text emails:
     Select a wrapper (e.g., Default Email Wrapper) from the dropdown and click Save.
   • For HTML or custom-formatted emails:
     Manually reconstruct the layout and formatting using the controls in the builder. Section-by-section recreation may be required.

Reminder:
After migration, thoroughly test all emails in the new builder to confirm that formatting, links, dynamic content, and styling work correctly.

Restoring Previous Versions in the Email Builder

The Email Builder allows you to access version history for templates, including author and time/date details. Select a previous version from the template status dropdown to restore:

Emails in ManagementStudio

Emails in ManagementStudio are composed of two main parts:

• Email Template: The message content, for example, "Hi Matthew, welcome to the project."
• Wrapper: The structure and style, including branding, banners, and footer.

These components are merged prior to sending.

Email Templates

Email templates are available in all primary modules—Applications, User Migrations, Devices, Mailboxes, Bespoke, Deployment Units—and the Defects module.

To access or edit email templates:

1. Navigate to Administration.
2. Select the module (e.g., User Migrations, Applications, etc.).
3. Click Email Templates.

Example path for User Migrations:
Administration → User Migrations → Email Templates

• Select the template to update (1) and click the edit icon (2).
  

• Add or modify content in the Email Editor (1), then click OK (2) to save changes. Both Markdown and HTML are supported for rich text formatting.
  Using keywords will inject context-specific project information.

Email Wrappers

ManagementStudio includes five email wrappers, with Wrapper #1 configured by default.
To switch wrappers, use the Email Wrapper column on the Email Templates grid.
If not visible, enable this column via the Column Picker in the toolbar.

Replacing Text in a Wrapper

Wrappers can be edited globally in Project Settings. For one-off changes, such as swapping an image only for a specific email, perform a virtual find-and-replace in the template.

To use, append a Find/Replace instruction at the bottom of the target email template.
Format:

[[Find:'<text-to-find>' || Replace:'<replacement-text>']]

• Double square brackets wrap the instruction.
• Double pipe || separates find and replace elements.

Example:

[[Find:'Img-ManagementStudioEvergreen600.png' || Replace:'Img-NewGraphic.png']]

The replacement occurs before the email is fully assembled and before keyword resolution.

Custom 'From Name' and 'From Address'

The From Name and From Address used in outgoing emails are set by default in project settings.
To override this for a specific email template:

1. Enable the hidden columns From Name and From Address in the Email Templates grid via the Column Picker.
2. Enter the desired names or addresses (the From Address must be a valid email address).

You may override either value or both for individual templates as required.

Video Tutorial: Email Templates

For a comprehensive walkthrough, refer to the video tutorial in the ManagementStudio support portal.

Further Support

If additional assistance is required, please visit the ManagementStudio Service Desk to search the knowledge base or create a new support ticket.

Quick Reference Links

• Email Keywords
• Markdown Language Support
• How To Setup Conditional Emails
• Keyword Usage and Definitions