Revised 11/3/2025
How to Edit an Email Template in akoyaGO
In Microsoft Dynamics 365, Email Templates are pre-designed messages that users can create and reuse to streamline communication. They help ensure consistency, save time, and maintain professionalism when sending automated emails. Clients can create custom Email Templates as needed. There are also out of the box akoyaGO Email Templates that can be sent by GOapply, GOfund, and GOdonate depending on client specific settings.
1. Navigate to the Tools area in akoyaGO.
2. Once in the Tools workspace, 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.
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.
