--- title: "Create an Email Approval Flow Template" slug: "create-an-email-approval-flow-template" description: "Customize your email templates for approval processes, adding unique content and parameters to enhance communication and streamline notifications." updated: 2026-04-07T18:24:08Z published: 2026-04-07T18:24:08Z canonical: "www.civicplus.help/create-an-email-approval-flow-template" --- > ## Documentation Index > Fetch the complete documentation index at: https://www.civicplus.help/llms.txt > Use this file to discover all available pages before exploring further. # Create an Email Approval Flow Template Email Templates allow you to customize the body of your email for various stages of the approval process. This allows you to modify the default body, add your own custom email body, and add content from the form submission. Once created, Approval Email Templates can be [added to an Approval Flow on a form](/process-automation/docs/add-an-approval-flow-to-a-form). ## Instructions [Embedded content](https://www.iorad.com/player/1945271/Automation--Create-an-Approvals-Email-Template-Tutorial) 1. [Sign in to your account](/process-automation/docs/sign-in-to-your-site) 2. Navigate to **Advanced Tools** and select **Email Templates** ![Menu showing Advanced Tools and Email Templates.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Advanced%20Tools,%20Email%20Templates%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A48%3A07Z&se=2026-11-12T18%3A48%3A07Z&sr=c&sp=r&sig=qMHlsFXJi5bFcYvSccPx2TGro1mQ3Gu13K9HilMznmM%3D) 3. Click **Add Email Template** in the bottom right-hand corner ![Button to add an email template.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Add%20Email%20Template%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A48%3A07Z&se=2026-11-12T18%3A48%3A07Z&sr=c&sp=r&sig=qMHlsFXJi5bFcYvSccPx2TGro1mQ3Gu13K9HilMznmM%3D) 4. Enter a **Label** for the email template ![Create an email template label field.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Email%20Template%20Label%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A48%3A07Z&se=2026-11-12T18%3A48%3A07Z&sr=c&sp=r&sig=qMHlsFXJi5bFcYvSccPx2TGro1mQ3Gu13K9HilMznmM%3D) 5. Select an **Approvals** option from the **Template Type** drop-down ![Email workflow event options including new pending approval and clarification request.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Email%20Template%20Approvals%20Options%20-%20%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A48%3A07Z&se=2026-11-12T18%3A48%3A07Z&sr=c&sp=r&sig=qMHlsFXJi5bFcYvSccPx2TGro1mQ3Gu13K9HilMznmM%3D) - **Approvals - New Pending Approval:** Customize the email that is sent to a user notifying them a submission is pending approval - **Approvals - Clarification Request:** Customize the email that is sent to the submitter of the form when [seeking clarification](/process-automation/docs/view-and-manage-assigned-approvals#seek-clarification-on-a-submission) - **Approvals - Approved:** Customize the email notification letting a user know their [submission has been approved](/process-automation/docs/view-and-manage-assigned-approvals#approve-a-submission) - **Approvals - Denied:** Customize the email notification letting a user know their [submission has been denied](/process-automation/docs/view-and-manage-assigned-approvals#deny-a-submission) 6. Select the **Environment** you wish to add the template to ![Email template interface showing environment options.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Approval%20Template%20Environment%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A48%3A07Z&se=2026-11-12T18%3A48%3A07Z&sr=c&sp=r&sig=qMHlsFXJi5bFcYvSccPx2TGro1mQ3Gu13K9HilMznmM%3D) 7. Add content to the template using the **Editor** or **HTML** options ![Email template content area with clarification request parameters for approvals.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Approval%20Template%20Content%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A48%3A07Z&se=2026-11-12T18%3A48%3A07Z&sr=c&sp=r&sig=qMHlsFXJi5bFcYvSccPx2TGro1mQ3Gu13K9HilMznmM%3D) - **Use Default:** You can also click **Use Default** to add the standard approvals email content to the template. ![The Use Default button on the email template page.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Email%20Template%20Use%20Default%20-%20%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A48%3A07Z&se=2026-11-12T18%3A48%3A07Z&sr=c&sp=r&sig=qMHlsFXJi5bFcYvSccPx2TGro1mQ3Gu13K9HilMznmM%3D) - **Parameters:** You are able to include Parameters from the approval in the email body. These include items such as notes, the form name, and submission ID. ![Approval parameters for clarification requests including form identifiers and submission details.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Approval%20Template%20Parameters%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A48%3A07Z&se=2026-11-12T18%3A48%3A07Z&sr=c&sp=r&sig=qMHlsFXJi5bFcYvSccPx2TGro1mQ3Gu13K9HilMznmM%3D) - **Copy to Environment:** You can click **Copy to Environment** to allow the template to be used on forms in other environments. You will need to check the checkboxes next to the desired environments and click **Copy** to apply your changes. This function is strongly recommended for users who wish to copy to additional environments while using custom parameters. ![Button labeled 'COPY TO ENVIRONMENT' with options for editing and HTML view.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Email%20Template%20Copy%20to%20Environment%20-%20%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A48%3A07Z&se=2026-11-12T18%3A48%3A07Z&sr=c&sp=r&sig=qMHlsFXJi5bFcYvSccPx2TGro1mQ3Gu13K9HilMznmM%3D) 8. Click **Save** ![The Save button on the email template page.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Save%20Email%20Template%20-%20%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A48%3A07Z&se=2026-11-12T18%3A48%3A07Z&sr=c&sp=r&sig=qMHlsFXJi5bFcYvSccPx2TGro1mQ3Gu13K9HilMznmM%3D) 9. You can now [Add an Approval Flow to a Form](/process-automation/docs/add-an-approval-flow-to-a-form) Hypertext Markup Language. The language used to define the content of the site in a structurally meaningful manner. Identification or Identifier. ## Related - [Configure Approvals Solution](/configure-approvals-solution.md) - [View and Manage Assigned Approvals](/view-and-manage-assigned-approvals.md)