Email Templates

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Overview

SAFE allows organizations to fully customize their outgoing email communications. This feature helps organizations maintain consistent branding, personalize messaging, and enhance engagement with vendors throughout the assessment lifecycle.

The Customizable Outgoing Email Templates capability enables SAFE tenants to:

  • Apply organization-specific branding (logo, light/dark themes)

  • Define default CC recipients

  • Customize email content for each assessment-related email type

  • Preview how the email will appear before saving changes

  • SAFE also provides default templates for all supported email types to ensure quick setup and fallback options.

Customize Outgoing Email Templates

To customize the email templates:

  1. Navigate to Settings > Third-party.

  2. Scroll down to the Email Templates option. There are four email templates available in SAFE:

    1. Assessment Request

    2. Assessment Reminder

    3. Assessment Re-Open

    4. Assessment Completion

  3. Select an email template to edit.

  4. Upload or update your organization’s logo to display on all outgoing emails.

  5. Hovering over the Logo placeholder displays options to add, edit, or delete the logo.

  6. Default CC Email: Add email addresses to be automatically CC’d on all outgoing vendor emails.

  7. Add or update the email subject and message body. You can use the variables within your email templates. Refer to the table below for supported variables.

  8. The Live Preview Panel on the right displays how your email will look with sample data.

  9. Switch between Light and Dark theme previews to verify the appearance.

  10. Click the Save button at the top-right to save the configuration. All future emails of that type will use the updated configuration.

  11. SAFE provides pre-built default templates for all supported email types. If customization is not done, SAFE automatically uses these defaults.

  12. You can restore defaults at any time using the “Reset to Default” option.

Supported Variables

Placeholder

Description

Supported Email Templates

{{companyName}}

Displays the name of your organization.

Assessment Request, Assessment Reminder , Assessment Re-Open , Assessment Completion

{{companyLogo}}

Inserts the logo of your organization as configured in the email template. You can update this logo anytime on the configuration page.

Assessment Request, Assessment Reminder, Assessment Re-Open, Assessment Completion

{{questionnaireSummary}}

Shows a summary of the questionnaire, including how many questions are answered and how many are pending.

Assessment Request

{{questionnaireStartAssessmentLink}}

Adds a link to the questionnaire assessment page. When vendors click this link, they are directed to a page where they can start completing the assessment.

Assessment Request, Assessment Reminder

{{questionnaireReviewAssessmentLink}}

Provides a link to the questionnaire sections flagged by the analyst. Clicking this link directs the vendor to the specific flagged questions for review or correction.

Assessment Re-Open

{{questionnaireShowAssessmentLink}}

Redirects the TPRM analyst to the questionnaire assessment page submitted by the vendor.

Assessment Completion

{{thirdParty}}

Displays the vendor’s name.

Assessment Completion

{{dueDate}}

Shows the due date for the questionnaire assessment.

Assessment Completion