Overview of the mail templates

The management of the mail templates can be found in the settings menu.

When clicking the mail templates option, a list of available mail templates will be presented on the right side of the window.

Overview of the available mail templates

The templates are grouped by module (1), that way you can easily find the needed template.

You can also search the wanted template by using the search field (2) you can find on top of the list, when entering a search value, the list will automatically be filtered.

The list can also be collapsed or expanded using the shortcuts (3) on the right.

To modify a template, you can double click on the template or use the shortcut on the right above the list.


Structure of the template editor

The template editor

On top of the editor, you can find a tab for each supported language in the platform.

The structure of the 3 tabs is identical. So, you have the possibility to specify a template to be used for the language of the receiver of the mail. The language of the receiver can be set in the details of the receiver using the document language property.


Parameters

On the left you can find a list of available parameters. The list of available parameters depends on the template you are editing. Several standard parameters are always available like the company information and the user information.


Parameters are placeholders that will be filled in automatically by the platform before sending the mail. The value of these parameters is retrieved from the entity the template is linked to, so for instance, when sending a mail to a customer, the parameters name, ... will be available and will automatically be replaced by the information of the customer.

Parameters can be inserted in the title of the mail and in the body of the mail.

To insert a parameter, select the wanted parameter, position on the right location in the title or the body and click the insert button. There is a specific button to insert a parameter in the title (2) and a button to insert a parameter in the body (3).


Account to be used

If you have multiple mail accounts configured in the platform, you can specify which mail account to be used for sending the mail (4). This can be specified for each language. Specifying the account is optional, if no account is specified, the platform will use the default account.


Editor

The editor of the body can be found in the central part of the window.

Here you have the option to edit the content of the mail using the html editor.

On top of the editor, you can find the different shortcuts to format the html content.

To insert images, you can use the image shortcut (7).

You also have the option to switch between a visual representation of the template and the html code using the source shortcut (8).


Switching to the html code can make it easy to insert a template created for instance with MailChimp. Go to the source code, select all content, and remove it. Then open the template exported from for instance MailChimp, copy all the html code and paste it in the source code view. Remove all not needed html code and switch back to the visual representation. The template should now be shown.


Attachments

For each language it is also possible to add default attachments to the template. These attachments will automatically be included in the mail. When the mail is sent manually, the attachments will be visible in the mail window where you still have the option to add additional attachments or remove default attachments.

You can add, modify or delete attachments using the shortcuts you can find on the right of the list (6).