ID123

Knowledge Base

View Categories

How to Customize a Card Email Invitation Template

Customizing your card email invitation ensures your digital ID cards are delivered with clear branding and messaging. You can add your organization's logo, edit the subject line, and include personalized instructions for cardholders. Follow the steps below to easily customize the email invite template in the ID123 ID Management System (IDMS).

Step 1: Go to the Card Templates Page

Log in to your IDMS account and navigate to the Card Templates section from the left-hand menu. Find the card template you want to customize and click the three dots (•••) under the "More" column.

Navigate to “Digital Templates”

Step 2: Open the Email Invitation Editor

From the dropdown menu, click on "Email Invitation" or "Customize Email" to open the email editor for that specific card template.

Click “Email Invitation”

Step 3: Customize Email Invitation Details

On the Email Invitation customization page, you can edit the following:

  • Email Subject Line: Add a subject that clearly tells the recipient what the email is about (e.g., "Your New Digital ID Card is Ready!").
  • Upload Your Logo: Click the "Upload Logo" button to add your organization's logo for a branded appearance.
  • Edit Email Content: Customize the body text to include a personalized message, card installation instructions, or additional contact information.

These edits help ensure the email is aligned with your organization's communication style and branding.

Enter the Email Invitation Details 1
Enter the Email Invitation Details 2

Step 4: Preview Your Email Invitation Template

As you make changes, a live preview of the email will appear on the right side of the screen within a mobile phone mockup. This allows you to see exactly how your digital ID card invitation will appear on a mobile device before sending it.

Preview the Email Invitation Template

Final Step: Save and Send

Once you are satisfied with your edits, click the "Save" button to apply the changes. Your customized email invitation is now ready to be sent to cardholders.

Need Help?

If you have any questions or need assistance customizing your email template, feel free contact our support team.

Go to Top