E-mail templates are used in various correspondences in the platform. These include but are not limited to:
- Billing system credentials
- Password resets
- Workflow actions
These templates are created relative to an entity and will instruct what fields are available for referencing, usually in the e-mails body.
1. Navigate to the Custom E-mail Templates section.
Go to Setup > Templates > Email. The list of available e-mail templates is displayed. If only one template exists, the details page will be automatically displayed.
2. Create a new e-mail template
Click New to create a new e-mail template, or select an existing one to view its details or update them. The details wizard is displayed:
Here, the base entity can be selected. This is important as certain configurations within the platform will only serve up e-mail templates that are relevant to the entity used by that configuration such as workflow actions.
Click Next to display the details page. Here the details of the e-mail template can be defined.
|Template Name||Unique name of the e-mail template.|
|From Email||E-mail address from which the e-mail will appear to be sent from.|
|Recipient To||E-mail address of the recipient. Multiple addresses can be added by separating them with commas.|
Additional e-mail address. Multiple addresses can be added by separating them with commas.
|Recipient Bcc||Additional e-mail address. Multiple addresses can be added by separating them with commas.|
|Subject||Text that will appear on the subject. References to the entity's fields can be used here by clicking the Insert Field button.|
|Body||Text that will appear on the body of the e-mail. Additional e-mail address. Multiple addresses can be added by separating them with commas. This field allows for the basic formatting of text data. No special formatting can be done.|
|Body HTML||The same information from Body can be saved here but meant for e-mail clients with the ability to process HTML-formatted e-mails such as Outlook, Gmail, etc. Here, HTML formatting and inline CSS codes can be used.|
Images can be included in the e-mail templates. However, these should be hosted outside of the platform such as a web-based image service (e.g. Imageshack, etc.) and then referenced in the templates via <A> tags.
3. Save the changes
Click Save to submit the new/updated template to the platform.