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

Open “Mail Template” from the menu (window/204/).
Create a new entry.
Give the email template a Name.
Enter a Subject.
In the text box Mail Text, enter a message to be used for the email notification.
Tick the checkbox HTML, if the text contains HTML tags.
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 email. Context variables are opened and closed by symbols such as “@” or “%”.

Important Note about Email Addresses:
When using email addresses with an “@” symbol in the template, a conflict may occur as the system recognizes this symbol as an opening operator of a context variable and by definition expects a closing operator. To prevent this conflict, simply insert a second “@” symbol after the first one to close the variable (see the following example below). Then, when using the template in an email, the email address will appear in the common form of writing including the “@” symbol.

Important Note about Email Addresses:

When using email addresses with an “@” symbol in the template, a conflict may occur as the system recognizes this symbol as an opening operator of a context variable and by definition expects a closing operator. To prevent this conflict, simply insert a second “@” symbol after the first one to close the variable (see the following example below). Then, when using the template in an email, the email address will appear in the common form of writing including the “@” symbol.

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@. Do you have questions about this payment reservation? Please contact us by email at: info@@no-mail.com.

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