Revised 08/21/2026
Accessing Email Templates
1. Navigate to the Tools area in akoyaGO.
2. Once in the Tools area, click on Email Templates on the side navigation bar.
3. Select the Email Template you want to edit.
4. Navigate to the correct tab. Make sure you are on the tab labeled Template.
5. Edit your template. Click on the body of the email to make your edits. You can use the rich text editor inside this email template to format text and add hyperlinks to your Email Template.
How Can Email Templates be Used?
Email Templates can be:
- Referenced by CRM Process Workflows that create (draft) or send emails. For more information, see System Customizer Two: Automations SLC (Send Email)
- Selected when drafting an email in akoyaGO
- Used with akoyaGO Bulk Emails. (Template Type must = USER.) For more information, see Bulk Email Feature (Send Email Button) KA
- Used for the body of an email when emailing akoyaGO Letter Templates. (Template Type must = USER.) For more information, see Generating Letters using Letter Templates - Send Email
Important: If you need to edit Dynamic Fields (highlighted in blue), you need to ensure you are using the correct syntax so these fields display correctly when the email is sent. For more information about editing Dynamic Fields, refer to Formatting Dynamic Values in Email Templates.