Customise standard emails to reflect your organisation's brand and add or remove email content to suit your needs.
What this help guide covers:
Accessing Email Customisation
To access Tanda's email customisation, navigate to Settings > Organisation Notifications > Customise Standard Emails.
Customising Emails
Find the template you want to edit and open the dropdown next to Preview. Select Edit from the list to open the editor.
HTML and the Liquid templating language are used to customise the email that employees receive. Read the guide on using Liquid Here.
Once in the editing interface, you can adjust the format and text as needed.
On the right, you'll see a list of pre-built components and variables that can be used in the email.
Select Preview to see what the email will look like when sent to employees.
Layout, Components and Variables Shortcodes: Examples & Definitions
Layout, Components and Variables Shortcodes: Examples & Definitions
{% section "dark" %}:
This creates a separate section of the email in blue:
{% section "light" %}:
This creates a separate section of the email in light grey:
{% cta_button "Text" {{link}} %}:
This creates a button that users can click. Set "Text" to what you want the button to say, and set {{link}} to a link or variable.
The above example is '{% cta_button "Login" {{root_path}} %}'.
To have the button direct the user to an external link, replace the entire '{{link}}' placeholder with your URL.
{% app_store_links %}:
Inserts links to download the Tanda app on either the App Store or Google Play Store:
Variables:
{{root_path}}: Prompts the user to login to Tanda.
{{cta_link}}: Contains a link to accept the invitation to Tanda. If the user is already logged in, it's a link to set/reset their password.
{{message}}: Default message reads: "Welcome to the team! We're excited to have you on board.". If a message is entered during the invitation process, that is used instead:
{{employment_type_casual}}: Returns true if the employee's employment type is Casual via their Pay Conditions.
{{fair_work_act_applies}}: Returns true if the Fair Work setting is ticked under Settings > Onboarding Settings:
{{onboarding_status_invited}}: Returns true when the user has been sent an invitation to Tanda.
{{password_present}}: Returns true if the user already has a password (e.g., they're being re-invited). Returns false if the user has not set a password yet.
Once you've edited the template, ensure you click Save to apply your changes.
Enabling Custom Emails
By default, the system uses the preset email template. To use your custom template, you will need to Enable it.
Do so under the Customise Standard Emails page by opening the dropdown and clicking Enable:
Alternatively, you can enable it in the editing interface by ticking the Enabled checkbox.
Disabling & Resetting Custom Emails
Clicking Reset will revert any changes made to an email template - disabling it and giving you a blank slate to work with:
Disable a custom email by opening the dropdown and clicking Disable. Alternatively, disable it in the editing interface by unselecting the Enabled checkbox.
Limitations
Note that the following are not supported in this editor:
Custom CSS styling.
Removal of the Tanda logo.
Image upload: Additional images must be hosted externally and added through links.