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How can I customize the text of the standard emails sent from the Evaluator?

As an administrator, you have the ability to personalise communications from the Evaluator. You can add your own notes to the standard emails sent to evaluators and suppliers.

What will you find in this article?

  • Summary: A brief explanation of how to edit email texts.

  • Requirements and target audience: The permissions required for this action.

  • Message settings: How to access the email overview.

  • Email overview: An overview of the editable messages.

  • Add explanation: Actually entering and activating your own text.

  • Frequently Asked Questions (FAQ): Questions about default texts and activation.

  • Troubleshooting: What to do if your custom text isn’t being sent.

Summary

Administrators can enhance the Evaluator’s standard emails with their own notes. This is useful for including specific company instructions or a personal greeting. If no custom text is entered, the system automatically uses 12Build’s standard texts.

Requirements and Target Audience

This feature is available exclusively to administrators. You need these permissions to change the organization-wide message settings.

Message settings

Access to the email configuration is located under your personal account menu.

  1. Click on your name in the top right corner of the screen.

  2. In the drop-down menu, select the Message settings option. 

Email Overview

After opening the settings, you will see a list of system emails.

  1. Check the overview to see which standard emails are available for additional instructions (such as invitations for evaluators). 

Add Explanation

You can add and manage specific text for each email type.

  1. On the right-hand side, click the pencil icon next to the email you wish to edit. 

  2. Type your own text in the input field.

  3. Use the toggle on this screen to enable or disable the explanation. 

  4. Save the changes.

Frequently Asked Questions (FAQ)

Question: What happens if I remove the note? Answer: If you delete your own text or deactivate the note, the standard 12Build texts will automatically be sent to the recipients again.

Question: Can I replace the entire email text? Answer: The feature is intended to add an additional note to the existing system email, so that the functional links and information are always preserved.

Troubleshooting

  • Symptom: My added text does not appear in the sent emails.

    • Cause: The note has likely been saved, but not yet set to 'Activated' in the edit screen.

    • Solution: Click the pencil icon next to the relevant email again and check that the activation slider is turned on.