How to Create a Customer Template
| Situation | You want to create a custom template to make it easier to setup your customers. |
|---|---|
| Solution | See below for how to create a new template and how to edit your new or existing templates. |
When adding a new customer to your channel account, you can create a custom template to make it easier to set your customer up the way you want. Creating the template is the first step, editing the template to your preferred values is the next step.
Templates are based off of the package you choose. You may want to consider creating a template for each package
Templates can only be applied on new customer creation, and not after it exists. All settings would have to be manually changed after creation.
Create New Template
Here you can create a new custom template:
- Navigate to Administration > Customer Management > Customers > Templates.
- Click New Template.
- Give the template a name
- From Package dropdown, select the desired package.
- Click Create Template.
You will be taken back to the Templates page with a list of all templates. To edit your new template, continue below.
Edit Templates
The settings here will be the default values inherited by the customer, which in turn passes down to the users.
- Find your template and click the Pencil icon to the right.
- You can now configure your client's default configuration. You can configure:
- Profile settings - Here is where you edit the overall profile and can set contacts: Profile Configuration for Admin, Billing, and Tech Contacts
- Features settings - Turn off or on Default Features related to this package level: Configuring Features
- SMTP Discovery Settings – Setup auto adds users feature: SMTP Discovery Management
- Custom Filter Settings – Create customer filter policies: Essentials Filters: Expanded overview
- Sender lists Settings – Setup Safelist/Blocklists: How to edit Safe and Blocked Sender Lists
- Sending server or Managed hosted services - Outgoing server setup (assuming that everyone who is set up with this template has the same sending server): Enabling outbound relay feature
- Spam Settings – Adjust the default level of spam filtering: Spam Settings Explained
- Digest Settings – Setting up the default digest settings: Enabling User Digests
- Notifications - Customer welcome letters can be setup: How to Customize User Notifications
- Access control – Adjust what access you want for your Org Admins and End-users: How to customize access control
Note: While editing you can also change the template by selecting the Dropdown menu on top.
- Click Done Editing (at the top) once you’ve finished editing the template.
Once a template is saved and used during creation, these will be the default values assigned to the settings for the customer, and inherited by the users once created.