Email Templates
Email templates are designs for generic emails. These templates can accompany, for example, a case booklet, document , or created link you send out to a client.
The sending of template emails can be triggered manually, or with a rule, where the email is sent when the condition is met.
Email templates can be found in atfinity's Configuration menu, in the Customization section.
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In the Email Templates screen, click 'Add Email Template'. These are your options:
Field | Description |
Key | The value by which the template can be referred to in other areas of atfinity. |
Type | Choose from three types, each representing a situation for which using an email template makes sense. - Send Booklet: use a subject line and body text related to sending a client a case booklet. - Send Document:use a subject line and body text related to sending a client a document. - Send Link: use a subject line and body text related to sending a client a link. |
Subject | Enter a subject line in the default language, which will be used on all emails sent out according to this template. |
Body Text | Provide the text of the message. atfinity will change placeholders (see below) into a recipient's name, the specific link, or document name in each message using this template. |
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Based on which type you select, different templates are offered for different actions in the Case Manager. When a user there selects 'Send Booklet', only templates of that type will be offered. Similarly, when a Case Manager user selects 'Send Document' or 'Send Link', templates of those types will be offered to choose from.
When configuring an action to send emails using a template, you also need to specify the language. The translation for the default values should be provided in Translations.
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By using placeholders in your templates, the emails you send will be specific to a recipient and the information you are sending. Instead of having 'Dear Client,' as generic salutation, using placeholders creates a personal greeting. For example, the email will begin with 'Dear Felicia Wong,' when sending an email from the case of client Felicia Wong.
Available placeholders are:
{FULL_NAME}
{TENANT}
{LINK}
{DOCUMENT_NAME}
atfinity replaces these with the values that are provided in the Case Manager.
