Customize Email Templates

Modify the email templates to customize emails sent from Instant ID as a Service.

  1. Select Main Menu Administration > Customization > Email Templates. The Email Templates page appears.
  2. Select the template from Template drop-down list. The template options include:
    • Common: Standard information in all Instant ID as a Service emails.
    • Welcome Subscriber: Email sent to new Service Provider users. This option is only available to Service Provider accounts.
    • Entrust Token Activation: Email that is sent when an Entrust Soft Token has been assigned to a user. It contains instructions on how to activate the token.
    • One Time Password: Email that is sent that contains the user's One Time Password (OTP) to authenticate to Instant ID as a Service.
    • Password Email: Email sent when a user's password has been automatically generated during password reset.
    • Mobile Flash Pass Activation: Email sent to an applicant after issuing a Mobile Flash Pass. The email contains links to add the Mobile Flash Pass to Apple Wallet or Google Wallet. Instant ID as a Service supports only English Mobile Flash Pass email templates.
  3. From the Language drop-down list, select the language of the template you want to edit.

    Note: When making changes to email templates, make sure to update the templates for each language.

  4. Modify the template fields, as required. Refer to the section below for instructions specific to the template type.
  5. Click Save.

    Note: To revert to the default settings, click Reset.

Template Fields

  • Common template
    1. In the Service Name field, enter the name that should appear at the bottom of all emails sent.
    2. In the Activate Subject field, enter the text included in the email subject. This text appears in all authenticator activation emails.
    3. In the Sender field, enter the of the sender of the emails. If left blank, emails are sent under the company name of the Instant ID as a Service account.

    Note: The Service Name and Activate Subject fields cannot contain the following:

    • more than 255 characters
    • an HTML tag
    • a space as the first or last character in the string

  • Welcome Subscriber template
    1. In the Subject field, type the text included in the email subject.

      Note: The Service Name and Activate Subject fields cannot contain the following:

      • more than 255 characters
      • an HTML tag
      • a space as the first or last character in the string

    2. In the Select Supporting Text text box, using the allowed HTML tags, type additional information that will appear in the email.
  • Entrust Soft Token Activation template
    1. In the Authenticator Name field, enter the name of the authenticator.

      Note: The Service Name and Activate Subject fields cannot contain the following:

      • more than 255 characters
      • an HTML tag
      • a space as the first or last character in the string

    2. In the Applications Links text box, using the allowed HTML tags, enter the links where the Entrust Soft Token app can be downloaded.
    3. In the Manual Activation Comments text box, enter additional information required for manual activation of the authenticator.
  • One Time Password template

    In the Subject field, enter the name of the account that can be accessed by OTP.

    Note: The Service Name and Activate Subject fields cannot contain the following:

    • more than 255 characters
    • an HTML tag
    • a space as the first or last character in the string

  • Password Email template

    In the Subject field, enter the name of the account that can be accessed by the newly-assigned password.

    Note: The Service Name and Activate Subject fields cannot contain the following:

    • more than 255 characters
    • an HTML tag
    • a space as the first or last character in the string