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Customize Email Content

Make changes to the subject, body and other parts of Tracker email notifications.

You can customize the emails generated by actions in Tracker to include custom wording, field data from the record being referenced and more.

Subject

Modify the Subject in the email rule.

Email Rule

Body

Here's a sample of the body of the email with the parts labeled.

Email Message Components

The Greeting & Introduction start it off. These are updated in the Email Common Content section.

Email Common Content

Then comes the Operation Description, which is configured in the email rule.

Any fields configured to be included in the body will follow the Operation Description. Whether a field is included is based on the user groups selected in the Email Visibility property explained in this blog post.

Email Visibility

The Signature ends the email and is configured in the Email Common Content section.

Privileges

You can include or exclude parts of the email by setting user group privileges in the Email Content section. You can include a Link to login and see the record and the History Comment that was entered when the record was processed (if applicable).

Email Privileges

Variables

Variables can be included in the Subject and Body options. For example, you can include the name of the user assigned to the record in the Subject by using <new assignee>. You can also include variables to include the value of a field. For instance, you can list the priority set for the record. The full list of variables is available in the Online Help Guide.