Email Template Not Available to Callers

Not seeing an email template on the Caller side of VanillaSoft is often due to a setting within that template itself. However, fixing this is often quick and easy. Follow the steps below to ensure all desired email templates are visible and accessible to Callers.

Note: If you are looking to create a new article and are unfamiliar with the process, view our How To Create an Email Template article.

Make an Email Template Available

1. Log in to VanillaSoft as an Admin.
   
   

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2. Select the desired Project.
   
   

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3. Open the Email, SMS & Docs menu, and select the Email Templates section.
   
   

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4. Open the drop-down in the Manage Selected Email Template section.
   
   

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5. Select the desired Email Template.
   
   

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6. Check the Available To Callers checkbox located beside Status.
   
   

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7. Once done, click Save.
   

Once you save the changes, the Callers may need to refresh their page or log out and back in for the changes to take effect.