Creating an E-mail Template

Create an e-mail template.

Implementation:

  1. Switch to the Content Delivery tab.
  2. Click the E-mail Templates tile to open the Site Map Inspector.
  3. Click the New E-mail Template button at the top of the window to open the Manage E-mail Template window.
  4. Type a unique name for the template into the Template Name field. This name will be used to reference the template elsewhere in the site.
  5. (Optional) Type a suitable From Address into the field provided. This determines what e-mail address will appear in the From field of any e-mail sent using the template, for example donotreply@customerservices.com.
  6. (Optional) Enter a Reply Address, which is the address to which replies will be sent.
  7. (Optional) Provide values for the Recipients, CC and BCC fields. Each of these fields accepts a semicolon-separated list of e-mail addresses, which determine the corresponding lists in any e-mail sent using the template.

Because the function used to generate e-mails can accept a list of recipients as one of its arguments, you can leave the Recipients list blank here if you plan to specify recipients when you call the function.

  1. The Subject Line field will have been auto-completed based on the name you gave the template. If you want to change this value to something else, do so. The value in this field will determine the subject line of any e-mail generated using the template.

All of these fields (except Template Name) support the use of stand-alone element tags such as KEYWORD, enabling you to dynamically change their contents using variable values.

  1. If you want the template to generate HTML-based e-mails, leave the Render E-mail as HTML check box ticked. If you untick the check box e-mails based on the template will be in plain text format instead.

As you complete the fields in this panel, the Example Expressions block will begin to fill with example SendHTMLEmail expressions relevant to your template. Using the clipboard, copy one or more of these expressions for later use, if needed.

  1. Switch to the HTML Content panel.
  2. Use the HTML Editor tab to compose the markup of your e-mail.
  3. (Optional) Select the Preview tab if you want to see an approximation of what an e-mail based on your template will look like.
  4. (Optional) Type an e-mail address into the Send E-mail To field, and click the Send button. if you want to send a test e-mail based on your template to the chosen e-mail address.

If your template includes dynamic content that relies on model data, such as KnowledgeKube KEYWORD element, the resulting e-mail will not include this content. This will not work when creating a new template.

  1. Click OK to confirm creation of the template, which will then appear in the list.