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Mail Templates

It is possible to create mail templates for various purposes (e.g. announcements, alerts, reply emails).

To create a new template, go to New -> Mail Template OR Edit -> Mail Templates and click the button New in the section New on the left side of the page.

The MailTemplateDetail page opens. Here you can edit the data of the newly created mail template.

The page is divided into the following sections:

  • Tools
  • General
  • Properties
  • Sending options
  • Plain Text version

Most of the details of the mail template are similar to the ones in newsletter creation, for obvious reasons. Setting up a mail template lets you easily attach new newsletters to this template later on. Please note that some tools and functions are only displayed after the saving.

Tools

  • Save

Saves the current mail template. You are taken to the MailTemplateOverview page.

  • Apply

Saves the current template. You remain on the MailTemplateDetail page.

  • Back

Takes you one step back to the MailTemplateOverview page.

  • New

Opens the page for new template creation.

Changes after saving:

  • Content Editor

 Takes you to the content editor of the current mail template. 

  • Publish

Publishes the mail template.

  • Unpublish

Returns the mail template to the unpublished state.

  • Request publishing

Requests publishing for the mail template. This function is relevant to users that do not have sufficient rights to publish the mail template. More about rights here:  Rights

  • Approve

Approves the mail template.

  • Revoke approval

Revokes approval of the mail template.

  • Dependencies

Opens the DependencyResolverOverview page in a popup. The dependencies of the current mail template can be viewed and edited from there.

  • Clone

The cloning of the current mail template is launched by pressing this button.

  • Delete

Marks the mail template for deletion, if the mail template is already published. Unpublished mail templates are deleted right away.

General

The section General contains the general data related to the mail template that is being edited. The data contains the following details:

  • Template

Choose the base template for the mail template.

  • Description

Enter the name of the mail template.

  • ID

Unique ID of the mail template.

  • Author

User who created the mail template.

Changes after saving:

Additional fields appear: 

  • Created
  • Status
  • Published on
  • Publish requested on

Properties

The Properties section contains links that allow you to edit the properties of the mail template. Selected properties (such as categories) are very important for future newsletter sending.

  • Link Edit categories...

This function allows you to assign a category to the mail template.

  • Link Attach to navigation

This function allows you to attach a navigation to the mail template.

Changes after saving:

Link Edit tasks...

Sending options

The Sending options section contains data fields that need to be filled in order for the email to be configured and sent out properly later on. The fields are:

  • Subject

Subject (title) of the email.

  • From-Address

The address that the email will be sent out from.

  • From-Name

The name that will be displayed as the email sender.

  • Reply-Address

The email address to which replies can be sent.

  • Reply-Name

The name that will be displayed as the targeted person for a reply to the email.

  • CC addresses

Email addresses that should be in CC.

  • BCC addresses

Email addresses that should be in BCC.

Plain text version

This textbox allows you to enter a plain text version of the email if you need one. If no plain text version is needed, the field can be left empty.

Approvals section

The Approvals section appears after saving and displays the users who have controller rights for the currently edited mail template. More about rights here:  Rights