Edit notification templates and conditions
Complete this procedure to edit any user-defined email, SMS, or off-platform template, including associated filters and content.
To edit notification templates
📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.
- Go to Manage > Marketplace > Settings > Custom UI | Notifications. The Notifications page opens.
- Click the gear icon for a notification that you want to edit, and then click Edit to open the notification template page.
- Select the notification template that you want to edit. The default notification template is shown when you open this page.
- Edit the notification content layout using the options in the UI. You can also make changes to the notification content using the source code. Click
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to view the source code. For more information on how to edit notification content and conditions, see Create notification templates and conditions and Configure notification content. - If you have any custom attribute parameters, you can drag and drop them into the cc/bcc lines of the notification template. For example, if key customer accounts have assigned account managers, their emails can be captured through a custom attribute and included in the cc/bcc line. This ensures account managers stay informed about all customer communications, helping them better manage expectations.
- Click Save to save the changes to your notification template.
- Send a test notification with the updated notification content. For more information, see Send a test notification for a delivery method.
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