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How do I add a new email template?

Overview

In metasfresh you can create both general boilerplates and more specific text templates for emails. For general boilerplates, please follow these instructions. In order to create specific email templates, e.g., for requests for quotations, please proceed as follows:

Steps

  1. Open “Mail Template” from the menu (window/204/).
  2. Create a new entry.
  3. Give the email template a Name.
  4. Enter a Subject.
  5. In the text box Mail Text, enter a message to be used for the email notification.
  6. Tick the checkbox HTML, if the text contains HTML tags.
  7. metasfresh saves the progress automatically.
Note:
By means of so-called context variables metasfresh can automatically retrieve individual document data and insert them into the corresponding places in the e-mail. Context variables are prefixed and suffixed by symbols such as “@” or “%”.

Example

PayPal Plus
Subject:
Please approve @Amount@ for order #@SalesOrderDocumentNo@

Mail Text:
Hi @Name@
Thank you for your order #@SalesOrderDocumentNo@.
Please use the following link to approve the payment reservation on PayPal: @ApproveURL@.

Explanatory Notes to the Example

Context Variable Data
@Name@ Name of the business partner contact from the sales order
@SalesOrderDocumentNo@ Document number of the sales order
@Amount@ Invoice amount from the sales order
@ApproveURL@ The URL of the webpage for payment approval

View source file on GitHub.com