Customize ThoughtSpot email template

ThoughtSpot now enables administrators to customize the branding, content, and visibility of components in notification emails. ThoughtSpot users receive notification emails for several events, including:

  • ThoughtSpot welcome emails

  • Sharing of Liveboards, visualizations, or saved answers

  • SpotIQ analysis results

  • KPI chart alerts

Administrators can now customise these visual and functional components of system-generated emails:

Visual Identity

Update the logo, font, and color palette to match your brand guidelines.

Custom Vocabulary

Custom vocabulary for notification emails. This allows you to replace ThoughtSpot specific terms like “ThoughtSpot,” “Liveboard,” “Answer,” and "SpotIQ," with your product terminology.

Component Control

Toggle the visibility of specific email elements, including:

  • The nudge to download the ThoughtSpot mobile application.

  • Modify alert and Unsubscribe for KPI alert emails

  • Privacy policy links, Contact support details, and global footer text.

Alert Preferences

Modify the Unsubscribe and Modify alert workflows specifically for KPI Alert emails.

  • Configurations applied via the All Orgs section will serve as the default branding for the entire cluster.

  • You can define unique branding for specific Orgs, which will override the All Orgs settings.

  • This feature is enabled by default for all clusters with the Custom Org Management System (COMS) active.

How to customise email template

  • Navigate to Admin settings and click Email customizations under Application settings.

  • The current settings can be seen on the right panel for Test email. Values marked Default refer to ThoughtSpot default values. To edit these settings, click the Edit button.

    Email customisation screen

  • The edit modal opens.

    Email customisation edit modal

  • The Edit modal has the live preview of the email on the left side, and the settings (Properties) on the right side. Changes made in the right edit panel are reflected instantly on the sample email, so you can see exactly how your changes look right away. Any combination of these properties will reflect instantly in the email preview on the left.

  • Once you are done, you can:

    • Click Save to save and apply the changes you made.

    • Click Exit to go back to the current settings, and move out of the edit modal.

    • Click Restore to default to reset to ThoughtSpot default.

The settings for a particular Org will override the settings for All Orgs.

Email properties supported for customisation

Properties Corresponding API Payload What it does

Logo URL

logo_url

Replace ThoughtSpot logo with your company logo.

Button Color

cta_button_bg_color

Change the color of the CTA button.

Button text color

cta_text_font_color

Change the color of the text on the CTA button.

Primary Content background color

primary_bg_color

Change the color of the main content’s background.

Mobile App Nudge

hide_mobile_app_nudge

Toggle the visibility of the nudge message for the ThoughtSpot Mobile app from all emails.

Modify Alert

hide_modify_alert

Toggle the visibility of the Modify alert link in alert emails - clicking of this link will open up the KPI alert for which this email has been sent.

Unsubscribe link

hide_unsubscribe_link

Toggle the visibility of the Unsubscribe link in alert emails - clicking of this link will open up the KPI alert for which this email has been sent and lets you unsubscribe to the alert.

Manage Notification Preferences

hide_manage_notification

Toggle the visibility of manage notification preferences link in the footer - if shown, clicking on this will take you to the notification preference section in the user profile in ThoughtSpot.

Notification status

hide_notification_status

Toggle the visibility of the disclaimer text you get along with the email -” you are getting this email because..”

Company Address

hide_footer_address

Toggle the visibility of the address component in the footer.

Company Address Text box

footer_address

Set the address of your organization in the footer. The content should not exceed 200 chars.

Phone Number

hide_footer_phone

Toggle the visibility of the contact number component in the footer.

Phone number Text box

footer_phone

Set the contact number of your organization in the footer.

Product Name

hide_product_name

Toggle the visibility of the product name component in the footer.

Product Name Text Box

product_name

Set the product name in the footer. The same is also used to replace all mentions of ThoughtSpot in the email.

Vocabulary definitions

hide_ts_vocabulary_definitions

Toggle the visibility of ThoughtSpot vocabulary in share emails.

Answer replacement value

replacement_value_for_answer

Replace the occurrences of the word Answer from emails.

LB replacement value

replacement_value_for_liveboard

Replace the occurrences of the word Liveboard from emails.

SpotIQ replacement value

replacement_value_for_spot_iq

Replace the occurrences of the word SpotIQ from emails.

Privacy Policy

hide_privacy_policy

Toggle the visibility of privacy policy url from the footer.

Contact Support

hide_contact_support_url

Toggle the visibility of contact support url from the footer.

Company Website URL

company_website_url

Set the company website url to be routed to when you click on the logo or when you click on the product name (when visible) in the footer.

Privacy Policy URL

company_privacy_policy_url

Replace the privacy policy url in the footer.

Contact support URL

contact_support_url

Replace the contact support url in the footer.
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