Email Templates - Revision history

Dina at 08:09, 8 July 2020

2020-07-08T08:09:39Z

← Older revision		Revision as of 08:09, 8 July 2020
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	Each Email Template can contain fixed text and may include dynamic data fields from the application. You can merge data fields within the email template so the data will be populated to the email. Each Email Template can be based on Text format or HTML format.		Each Email Template can contain fixed text and may include dynamic data fields from the application. You can merge data fields within the email template so the data will be populated to the email. Each Email Template can be based on Text format or HTML format.

	When sending an email from within ~~CommitCRM~~, you can choose the email template you wish to use, by clicking the arrow in the Email icon to open the select list. This will let you choose from the available templates for this entity.		When sending an email from within RangerMSP, you can choose the email template you wish to use, by clicking the arrow in the Email icon to open the select list. This will let you choose from the available templates for this entity.

	You can define an email template for each entity.		You can define an email template for each entity.
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	[[File:setup_guide_email_template_select.gif\|center]]		[[File:setup_guide_email_template_select.gif\|center]]

	~~CommitCRM~~ comes with a set of predefined email templates. You can also define your own templates by choosing the '''Manage Email Templates''' option.		RangerMSP comes with a set of predefined email templates. You can also define your own templates by choosing the '''Manage Email Templates''' option.

	In the following sections you will find more details regarding creating and using Email Templates:		In the following sections you will find more details regarding creating and using Email Templates:
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	\|When using data fields for linked entities, , the fields will contain the data in the email only if there is a selected entity of this type.		\|When using data fields for linked entities, , the fields will contain the data in the email only if there is a selected entity of this type.

	<u>Note:</u> When using the [[Email Connector\|~~CommitCRM~~ Email Connector]], it is recommended to include the Ticket Number data field in the email Subject. This will allow the system to file these emails if the customer replies to them and they arrive at the Email Connector.		<u>Note:</u> When using the [[Email Connector\|RangerMSP Email Connector]], it is recommended to include the Ticket Number data field in the email Subject. This will allow the system to file these emails if the customer replies to them and they arrive at the Email Connector.
	\|-		\|-
	\| Assets		\| Assets
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	==Sharing Email Templates==		==Sharing Email Templates==
	Starting with ~~CommitCRM~~ 5.4 you can easily share Email Templates with other ~~CommitCRM~~ users, using a dedicated forum.		Starting with RangerMSP 5.4 you can easily share Email Templates with other RangerMSP users, using a dedicated forum.

	Each of the shared Email Templates can be exported to a file, and uploaded to a community sharing forum, so other users can download it and use in ~~CommitCRM~~.		Each of the shared Email Templates can be exported to a file, and uploaded to a community sharing forum, so other users can download it and use in RangerMSP.

	By sharing your work you’ll help other members, and you’ll enjoy other members work. This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates which may be very well-suited for your needs. All templates can then be further adjusted like any other Email Template, to fit your specific requirements.		By sharing your work you’ll help other members, and you’ll enjoy other members work. This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates which may be very well-suited for your needs. All templates can then be further adjusted like any other Email Template, to fit your specific requirements.
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	==System Templates vs. User Defined Templates==		==System Templates vs. User Defined Templates==
	The ~~CommitCRM~~ system comes with a set of predefined Email Templates which can be used as-is for sending emails from within the application. The system templates cannot be edited by the user or modified in any way. You can set a system template as inactive if you do not want it to appear in the available templates list when sending an email.		The RangerMSP system comes with a set of predefined Email Templates which can be used as-is for sending emails from within the application. The system templates cannot be edited by the user or modified in any way. You can set a system template as inactive if you do not want it to appear in the available templates list when sending an email.

	If you want to customize a system template, you should first copy the template, and then edit the new template. This will copy the template and will let you give it a new name. If you want this template to replace the system template, you can then set the template as default by right-clicking and selecting Set as Default.		If you want to customize a system template, you should first copy the template, and then edit the new template. This will copy the template and will let you give it a new name. If you want this template to replace the system template, you can then set the template as default by right-clicking and selecting Set as Default.

Dina at 19:35, 18 June 2020

2020-06-18T19:35:49Z

← Older revision		Revision as of 19:35, 18 June 2020
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	By sharing your work you’ll help other members, and you’ll enjoy other members work. This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates which may be very well-suited for your needs. All templates can then be further adjusted like any other Email Template, to fit your specific requirements.		By sharing your work you’ll help other members, and you’ll enjoy other members work. This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates which may be very well-suited for your needs. All templates can then be further adjusted like any other Email Template, to fit your specific requirements.

	For further instructions on how to export and import Email Templates, refer to the Email Templates Sharing Center forum ( [http://~~www.commitcrm.com~~/forum/showthread.php?t=1557 Enter Email Templates Sharing Center].)		For further instructions on how to export and import Email Templates, refer to the Email Templates Sharing Center forum ( [http://{{SERVERNAME}}/forum/showthread.php?t=1557 Enter Email Templates Sharing Center].)
	<br><br>		<br><br>

Dina at 07:23, 20 May 2020

2020-05-20T07:23:15Z

← Older revision		Revision as of 07:23, 20 May 2020
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	The default template is the template that is used when clicking on the email icon. (Note: Clicking the arrow gives you the list of available templates).		The default template is the template that is used when clicking on the email icon. (Note: Clicking the arrow gives you the list of available templates).

	[[File:~~commit_setup_guide_email_template_select~~.gif\|center]]		[[File:setup_guide_email_template_select.gif\|center]]

	CommitCRM comes with a set of predefined email templates. You can also define your own templates by choosing the '''Manage Email Templates''' option.		CommitCRM comes with a set of predefined email templates. You can also define your own templates by choosing the '''Manage Email Templates''' option.
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	Select the type, and the New Email Template window appears		Select the type, and the New Email Template window appears

	[[File:~~commit_setup_guide_email_template_new_contents~~.zoom87.png\|center]]		[[File:setup_guide_email_template_new_contents.zoom87.png\|center]]

	This window contains two tabs: Email Content and Details.		This window contains two tabs: Email Content and Details.
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	For example, this is how an plain-text designed Ticket template can look like:		For example, this is how an plain-text designed Ticket template can look like:

	[[File:~~commit_setup_guide_email_template_contents_full~~.gif\|center]]		[[File:setup_guide_email_template_contents_full.gif\|center]]

	In the Details tab, you can set the template name, and determine whether it is active (i.e. will appear in selection lists when choosing a template).		In the Details tab, you can set the template name, and determine whether it is active (i.e. will appear in selection lists when choosing a template).

	[[File:~~commit_setup_guide_email_template_new_details~~.gif\|center]]		[[File:setup_guide_email_template_new_details.gif\|center]]

	==Sharing Email Templates==		==Sharing Email Templates==
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	For each entity type, you can determine a default template. This template will be the template automatically used when clicking the Email icon for the entity (without choosing a template from the list with the arrow).		For each entity type, you can determine a default template. This template will be the template automatically used when clicking the Email icon for the entity (without choosing a template from the list with the arrow).

	[[File:~~commit_setup_guide_email_template_default_use~~.zoom91.png\|center]]		[[File:setup_guide_email_template_default_use.zoom91.png\|center]]

	To set a template as the Default Email Template, right-click the template in the list, and select the ''Set as Default'' option.		To set a template as the Default Email Template, right-click the template in the list, and select the ''Set as Default'' option.

	[[File:~~commit_setup_guide_email_template_default~~.gif\|center]]		[[File:setup_guide_email_template_default.gif\|center]]

	After setting an Email Template as default, it will show the Default indication in the templates list.		After setting an Email Template as default, it will show the Default indication in the templates list.
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	'''Define the user's signature'''<br>To define a user's signature, click '''Edit Email Signature'''.		'''Define the user's signature'''<br>To define a user's signature, click '''Edit Email Signature'''.

	[[File:~~commit_setup_guide_email_template_edit_signature~~.gif\|center]]		[[File:setup_guide_email_template_edit_signature.gif\|center]]

	In the Email Signature window, you can define both a plain text signature and an HTML formatted signature. Note that the HTML signature should contain real HTML code.		In the Email Signature window, you can define both a plain text signature and an HTML formatted signature. Note that the HTML signature should contain real HTML code.

Dina at 06:18, 20 May 2020

2020-05-20T06:18:26Z

← Older revision		Revision as of 06:18, 20 May 2020
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	To add the Signature to a template, click ''Add Data Field'', and from the available fields list, choose ''Current User'' and then select the ''Signature'' option.		To add the Signature to a template, click ''Add Data Field'', and from the available fields list, choose ''Current User'' and then select the ''Signature'' option.

	[[File:~~commit_setup_guide_email_template_signature_add_to_template~~.gif\|center]]		[[File:setup_guide_email_template_signature_add_to_template.gif\|center]]

	When adding the signature to an Email Template which is Text-based, the system will automatically use the Text signature for this user.		When adding the signature to an Email Template which is Text-based, the system will automatically use the Text signature for this user.
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	To copy a template, right-click the template and select Copy, or click the Copy option on the toolbar.		To copy a template, right-click the template and select Copy, or click the Copy option on the toolbar.

	[[File:~~commit_setup_guide_email_template_copy~~.gif\|center]]		[[File:setup_guide_email_template_copy.gif\|center]]

Dina at 16:49, 30 April 2020

2020-04-30T16:49:28Z

← Older revision		Revision as of 16:49, 30 April 2020
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	To create a new template, click New at the top left-hand corner of this window. A menu appears, letting you choose from the available Email Templates type.		To create a new template, click New at the top left-hand corner of this window. A menu appears, letting you choose from the available Email Templates type.

	[[File:~~commit_setup_guide_email_template_new_type~~.~~gif~~\|center]]		[[File:email_template_new_type.png\|center]]

	Select the type, and the New Email Template window appears		Select the type, and the New Email Template window appears

Robert: /* Email Template Types */

2013-09-10T07:32:02Z

Email Template Types

← Older revision		Revision as of 07:32, 10 September 2013
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	==Email Template Types==		==Email Template Types==
	~~ach~~ Email Template applies to a specific entity in the system. When defining a new Email Template, the system lets you add data fields, which are relevant to the specific entity to the template.		Each Email Template applies to a specific entity in the system. When defining a new Email Template, the system lets you add data fields, which are relevant to the specific entity to the template.

	For example, when creating an Email Template for Tickets, you can design the email text and layout, and merge Ticket data fields in the template. The system will let you choose the fields from the available fields list for Tickets, and fields of entities which are linked to the Ticket, such as the linked Account.		For example, when creating an Email Template for Tickets, you can design the email text and layout, and merge Ticket data fields in the template. The system will let you choose the fields from the available fields list for Tickets, and fields of entities which are linked to the Ticket, such as the linked Account.

	The following table provides a summary of each Email Template type, when it is used, and the scope of available fields you can choose from for this template.		The following table provides a summary of each Email Template type, when it is used, and the scope of available fields you can choose from for this template, ie. in the case of Linked Asset under Tickets you can add all Asset related fields to your Email Template for Tickets.

	{\| class="wikitable"		{\| class="wikitable"

Robert at 14:01, 29 August 2013

2013-08-29T14:01:08Z

← Older revision		Revision as of 14:01, 29 August 2013
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	\|When using data fields for linked entities, , the fields will contain the data in the email only if there is a selected entity of this type.		\|When using data fields for linked entities, , the fields will contain the data in the email only if there is a selected entity of this type.

	<u>Note:</u> When using the [[Email Connector\|~~Commit~~ Email Connector]], it is recommended to include the Ticket Number data field in the email Subject. This will allow the system to file these emails if the customer replies to them and they arrive at the Email Connector.		<u>Note:</u> When using the [[Email Connector\|CommitCRM Email Connector]], it is recommended to include the Ticket Number data field in the email Subject. This will allow the system to file these emails if the customer replies to them and they arrive at the Email Connector.
	\|-		\|-
	\| Assets		\| Assets

Sheli: /* Email Template Types */

2011-11-18T19:17:48Z

Email Template Types

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 *Linked Account
 *Linked Contact
 *Current User
 |When using data fields for linked entities, the fields will contain the data in the email only if there is a selected entity of this type.

Sheli: /* Default Template */

2010-07-09T14:59:21Z

Default Template

← Older revision		Revision as of 14:59, 9 July 2010
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	[[File:commit_setup_guide_email_template_new_details.gif\|center]]		[[File:commit_setup_guide_email_template_new_details.gif\|center]]

			==Sharing Email Templates==
			Starting with CommitCRM 5.4 you can easily share Email Templates with other CommitCRM users, using a dedicated forum.

			Each of the shared Email Templates can be exported to a file, and uploaded to a community sharing forum, so other users can download it and use in CommitCRM.

			By sharing your work you’ll help other members, and you’ll enjoy other members work. This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates which may be very well-suited for your needs. All templates can then be further adjusted like any other Email Template, to fit your specific requirements.

			For further instructions on how to export and import Email Templates, refer to the Email Templates Sharing Center forum ( [http://www.commitcrm.com/forum/showthread.php?t=1557 Enter Email Templates Sharing Center].)
			<br><br>

	==Default Template==		==Default Template==

Reno at 15:30, 11 September 2009

2009-09-11T15:30:02Z

← Older revision		Revision as of 15:30, 11 September 2009
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	__TOC__		__TOC__

			== Introduction ==
	An Email Template contains a group of pre-programmed email formats that can be used in different parts of the application when sending an email. Emails can be sent by clicking the Email icon, which is available from various windows in the system.		An Email Template contains a group of pre-programmed email formats that can be used in different parts of the application when sending an email. Emails can be sent by clicking the Email icon, which is available from various windows in the system.