Email Template Wizard Customization
Introduction
The Email Template Wizard allows administrators to set up the email templates in Release & Verify. Email templates send emails which:
- are sent after certain trigger events, such as an updated release date. Triggered emails are sent one minute after your update for all Entities. If you make multiple updates, with each update being less than a minute after the previous update, those updates will appear in a single email one minute after the final update. This prevents large numbers of email notifications from being created.
- contain specified content.
- are sent to specified users or user groups.
- are sent to users’ notification emails. See Update Profile.
- are sent through Mailgun, which uses opportunistic TLS.
Whenever Mailgun connects to an MX server, it tries to deliver messages over a secure TLS connection. However, if the server doesn’t offer TLS or an error occurs, such as an invalid certificate while establishing the connection, Mailgun will still deliver the message but over an insecure plaintext SMTP connection.
For Release & Verify email templates customization page, see Release & VerifyEmail Templates Customization.
Pre-requisite
You must have ‘Site Administration’ user permission to be able to access and add/edit an email template.
Navigation
Settings
> Customization > Email Notifications > Email Template Wizard
Add an Email Template
To add an Email Template:
- Navigate to the ‘Email Template Wizard’ page.
- Click
.
- The ‘Email Template Wizard’ pop-up displays.

- Fill in the template as follows:
| Step |
Fields/Description |
| Email details |
Email Template Name: Mandatory; Enter a unique name for this template.
Description: Free text; Enter a description for the template.
Status: Select the status from the drop-down. |
| Entity and triggers |
Entity: Select an entity from the drop-down.
Trigger: Your choice of Entity will alter what Triggers are available. Select Trigger from the drop-down menu. Certain Triggers display ‘Trigger Options’ on selection. If ‘Trigger Options’ appear’, select as per the requirement.
See the list of Entities and their Triggers below. |
| Email template |
Email Subject Line: Enter the email subject
From: Displays the default from address, change if required.
Alias: Enter the name of the person or company.
Mail Body: Type the mail body. Drag Entity fields on the left-hand side into the Mail Body to automatically generate information in the email, such as the Release Name. See the list of Entity fields below.
On a Windows computer, one left-click allows the Entity field to be selected and dragged.
On a Mac, the first left-click selects the Entity field and the second left-click allows you to drag. |
| Preview |
View only; displays a preview of the email. Click < to make changes. |
| Email recipients |
Choose the recipients of your email. You can select respective recipient checkboxes or select the specific recipients in the Specified recipients drop-down menu. |
- Click
if you wish to send a test email.
- Click
.
The new email template is created and it displays on the grid.
Edit an Email Template
To edit an existing email template, search the email template on the ‘Email Template Wizard’ page. Click
.
The template opens, make changes as required and click
. For detail on the fields, refer to the above table.
Duplicate an Email Template
To duplicate an email template:
- Search and select the email template that you want to duplicate.
- Click
.
- ‘Duplicate current email template’ pop-up displays. Enter the new Email Template Name.
- Click


The email template is created and it displays on the grid.
Delete an Email Template
To delete an email template:
- Search and select the email template that you want to delete.
- Click
.
- Click
on the confirmation pop-up.

The email template is now deleted and a confirmation message displays.
Sort Email Templates
Sort Manually
Sorting ‘Email Templates’ manually changes their order in the drop-down menus
To sort manually:
- On the ‘Email Template Wizard’ page hover your mouse cursor over the sort column of the template that you want to sort.
appears.
- Drag and drop the email template as you require.
- Click
.
Sort by Column Header
Sorting by column header only changes their order on the ‘Email Template wizard’ page.
To sort alphabetically by column header, click on the column header. ↑ or ↓ displays indicating the ascending or descending column sort.
List of Entities and Their Triggers
- Grid setup allows administrators to build the structure of the email body using fields that only relate to that particular trigger.
- For example, the grid setup that appears for the entity TEBR and trigger Assignee Updated contains fields from Release Phases and Environments, which allow fields from Releases linked to TEBRs and booked Environments to be added to the email body.
- The Triggers available depend on the Entity chosen while creating the Email Template.
- Comments emails (see New comments added triggers below) can be turned off using Comments Customization.
The following lists show the Triggers associated with each Entity:
Release
- Created:
- Trigger options:
- Enable Conditional Triggering:
TIP
Conditional Triggering allows a user to more precisely select what will trigger the email. For example, specify a Release’s Name to see emails only regarding that Release.
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Send email when Release has been created.
- Status updated:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Send email when Release status has been changed.
- Any value updated:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Systems updated:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- New comments added:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Implementation date updated:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
Release Activities
- Assignee updated.
- Status updated.
- Any value updated.
- Trigger options:
- Enable Conditional Triggering:
TIP
Conditional Triggering allows a user to more precisely select what will trigger the email. For example, specify an Activity’s Name to see emails only regarding that Activity.
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.

- New comments added.
- Due date approaching:
- Trigger options:
- Email notification is sent X days before Activity or Criteria is due.
- Send out a reminder email notification each day post due date if the status is not complete.
- Send email notification only when existing activity dependencies have been satisfied
- Enable status updating via Secure Email Link without logging into Release & Verify.
Note: Email Notifications do not include Activities or Criteria that are set to N/A.
- Regular sending:
- Trigger options:
- Perform regular message sending at the selected time each day.
- Report grid setup:
- Drag and drop Release parameters into the Release Parameters field. Selected Phase parameters will be displayed in the email if is used in the email body.
- Dependencies resolved.
TECRs
- Assignee updated:
- Trigger options:
TIP
Conditional Triggering allows a user to more precisely select what will trigger the email. For example, specify a TECR’s ID to see emails only regarding that TECR.
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Enable status updating via Secure Email Link without logging into Release & Verify.
- Created:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Send email when TECR status has been changed to. (Toggle switch to On to make changes.)
- Send email when TECR type is. (Toggle switch to On to make changes.)
- Enable status updating via Secure Email Link without logging into Release & Verify.
- Status updated:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Send email when TECR status has been changed to. (Toggle switch to On to make changes.)
- Send email when TECR type is. (Toggle switch to On to make changes.)
- Enable status updating via Secure Email Link without logging into Release & Verify.
- Any value updated:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Enable status updating via Secure Email Link without logging into Release & Verify.
- New comments added:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Enable status updating via Secure Email Link without logging into Release & Verify.
- Date approaching:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Email notification is sent X days before Change request starts.
- Email notification is sent X days before Change request ends.
- Enable status updating via Secure Email Link without logging into Release & Verify.
- Conflict: When a TECR has been raised with dates that conflict with your existing Environment Bookings (whether booked from a TEBR or a Release).
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Enable status updating via Secure Email Link without logging into Release & Verify.
- Environment Status updated.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Environment Build Status updated.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Dates updated.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Enable status updating via Secure Email Link without logging into Release & Verify.
TEBRs
-
Assignee updated:
-
Trigger options:
TIP
Conditional Triggering allows a user to more precisely select what will trigger the email. For example, specify a TEBR’s name to see updates only for that TEBR.
-
Status changed:
-
Created:
- Trigger options:
- Trigger automated emails for TEBRs submitted without sufficient lead time.
TIP
Lead time is the minimum number of days required for actioning a TEBR.
- Click to toggle Trigger automated emails for TEBRs submitted without sufficient lead time and select the Lead Time days.
- Click to select the Automatically adjust for Weekend checkbox to automatically extend the lead time by two days if the lead time goes over the weekend.
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Click to select the Enable status updating via Secure Email Link without logging into Release & Verify checkbox to allow users to be able to update the TEBR status by clicking the email without having to be logged into Release & Verify.
- Environment grid setup.
- Any value updated:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Environment grid setup.
- Deleted:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Environment grid setup.
- Expired:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Email notification is sent X days before Booking request starts.
- Environment grid setup.
- Date approaching:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Email notification is sent X days before Booking request starts.
- Email notification is sent X days before Booking request ends.
- Enable status updating via Secure Email without logging into Release & Verify.
- Environment grid setup.
- Conflict: When a TEBR or Release booking for an Environment or Environment Group comes into conflict with a TEBR, conflict emails will be sent for all affected TEBRs:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Environment grid setup.
- New comments added:
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Environment grid setup.
- Dates updated.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Enable status updating via Secure Email Link without logging into Release & Verify.
Changes
As well as Stakeholders, Users or User Groups selected in the Assigned To field are now sent notifications.
- Status updated.
- Any value updated.
- Lock status updated (when Change gets locked or unlocked)
- New comments added.
Deployment Plan
- Status updated: Notifies users if a Deployment Plan’s mode has been updated from Draft, Approved, Execution, or Completed.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
Deployment Plan Activity
- Activity hasn’t ended on time.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Send email notification only when existing activity dependencies have been satisfied
- Enable status updating via Secure Email Link without logging into Release & Verify.
- Activity hasn’t started on time.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Send email notification only when existing activity dependencies have been satisfied
- Enable status updating via Secure Email Link without logging into Release & Verify.
- Activity is about to start.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Send email notification only when existing activity dependencies have been satisfied
- Enable status updating via Secure Email Link without logging into Release & Verify.
- Activity is completed.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Activity status updated.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Ad-hoc alert button is pressed.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Enable status updating via Secure Email Link without logging into Release & Verify.
- Any value updated.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Approved Mode toggle switch: Send notifications when the Deployment Plan is in Approved Mode.
- Execution Mode toggle switch: Send notifications when the Deployment Plan is in Execution Mode.
TIP
E
- If neither toggle switch is selected, notifications will be sent in Draft, Approved, Execution, and Completed modes.
Broadcast actual/planned duration.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Enable status updating via Secure Email Link without logging into Release & Verify.
- Broadcast remaining duration.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Enable status updating via Secure Email Link without logging into Release & Verify.
- New comment added.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Planned dates modified.
- Trigger options:
- Enable Conditional Triggering:
- Click to toggle Enable Conditional Triggering and select the data Column, and triggering Condition. and type the Value.
- Approved Mode toggle switch: Send notifications when the Deployment Plan is in Approved Mode.
- Execution Mode toggle switch: Send notifications when the Deployment Plan is in Execution Mode.
TIP
If neither toggle switch is selected, notifications will be sent in Draft, Approved, Execution, and Completed modes.
PIR Item
- Created.
- Status updated.
- Any value updated.
- New comments added.
- PM/RC/Action status updated.
- Assignee updated.
Environment Bookings
- Created.
- Status updated:
- Trigger option:
- Send email when status has been changed to:
- Click the toggle switch until it is blue and On, then select from the Items Selected menu.
- Dates updated.
- Deleted.
ETL Notification
These Triggers are customized for each customer.
PIR
- Created.
- Status updated:
- Trigger option:
- Send email when PIR status has been changed to:
- Click the toggle switch until it is blue and On, then select from the Items Selected menu.
- Any value updated.
PIR Preventative Measures and Action
- Created.
- Any value updated.
- Status updated.
- Assignee Updated.
- Due Date approaching.
- Trigger options:
- Send email when a Preventative measure or Action status is.
- Email notification is sent X days before preventative measure or action is due.
- Send out reminder email notification each day post due date if status is selected.
- New comments added.
PIR Item Root Cause Analysis
- Created.
- Any value updated.
- Status updated.
- New comments added.
Environments
- Health Check Status updated.
- Trigger options: Send email when status has been changed to.
- Status updated.
Click the toggle switch until it is blue and On, then select from the Items Selected menu.
- Created.
- Status updated:
- Trigger option:
- Relationship to instance:
- Form Workflow to check:
- If there are any Workflows, they will be listed.
- Workflow status to trigger:
- If there are any Workflow statuses, they will be listed.
- Any value updated:
- Trigger option:
- Fields to watch:
- Form fields will be listed here.
- Due date approaching.
- Trigger options:
- Email notification is sent X days before Activity or Criteria is due.
- Send out reminder email notification each day post due date if the status is not complete.
- Form Date field to monitor:
- Form Date fields will be listed here.
- New comment added.
Comment notification emails can be generated in two ways: by toggling on Comments Customization, or by making an Email Template