Set up global email templates in Regal Forms

Updated September 20, 2026

Global email templates in Regal Forms apply a consistent responsive design around notification emails. They are optional: when global styling is off, notifications retain their existing content and format.

Set up global email templates in Regal Forms#

1. Open Regal Forms → Email Templates.
2. Turn on Global email template styling.
3. Use the switch in a template card header to enable it. Enabling a template expands its settings. You can collapse the card afterwards without disabling it.
4. Configure its heading, footer, colours, logo and form assignment.
5. Select Save email templates, then submit a test entry from an assigned form.

Preview an email template#

For Modern accent, Minimal and Classic, select View preview to open an exact sample of the delivered email.

Custom templates include a live preview alongside the editor. It updates as you change the heading, footer, colours, logo, logo size or shadow. Use Desktop and Mobile controls to check both preview widths. The preview and delivered notification use the same email renderer.

Add a logo to global email templates#

1. Open a template card and select Choose logo.
2. Select an image from the WordPress Media Library.
3. Choose Compact, Standard, Large or Original sizing.
4. Review the result in the preview and save.

Logo proportions are preserved automatically. Original size is still constrained to the available email width, preventing oversized images from breaking the layout. If a selected Media Library image is later removed, the email is sent without the logo.

Create custom global email templates#

Use Add another template to open the available custom card. Once that card has a name, selecting Add another template creates another editable card, allowing several custom designs to be prepared before saving.

Custom designs provide None, Soft, Medium and Strong card-shadow presets. Some email applications may simplify or omit shadows, but the message remains readable.

Assign templates without conflicts#

Each form can use one enabled template. Choose All forms or Selected forms within each card. When Selected forms is chosen, its form checklist appears.

If two enabled templates target the same form, Regal Forms blocks the save, opens the affected cards and displays the conflicting form and template names. Existing saved settings are not overwritten. Change one assignment or disable one template, then save again.

Troubleshooting global email templates#

• If an email remains unstyled, confirm global styling and the intended template are both enabled.
• If saving is blocked, use the error summary to resolve overlapping assignments.
• If a logo is missing, confirm the selected image still exists in the Media Library.
• Use the previews to check long headings, logos with unusual proportions and mobile widths before sending live notifications.
• Check email delivery separately if an entry is saved but no notification arrives.