Email Templates
Email templates allow you to construct commonly-used information that can be copied to create Email tasks.
If an Email task specifies a template, Universal Controller uses the information in the template to construct and execute the Email task. Any information specified in the task overrides what is specified in the template.
Creating an Email Template
Step 1 | From the Agents & Connections navigation pane, select Other> Email Templates. The Email Templates list displays. To the right of the list, Email Template Details for a new Email Template displays.
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Step 2 | Enter / select Details for a new Email Template, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can either:
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Step 3 | Click a |
button above the list to display a pop-up version of the Details.
button. The Email Template is added to the database, and all buttons and tabs in the Email Template Details are enabled.To open an existing record on the list, either:
- Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)
- Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
- Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).
Email Template Details
The following Email Template Details is for an existing Email Template. See the field descriptions, below, for a description of all fields that display in the Email Template Details.
For information on how to access additional details - such as Metadata and complete database Details - for Email Templates (or any type of record), see Records.
Email Template Details Field Descriptions
The following tables describe the fields, buttons, and tabs that display in the Email Template Details.
Details
This section contains detailed information about the Email Template.
Field Name | Description |
|---|---|
Name | Name used within the Controller to identify this resource. Up to 40 alphanumerics. It is the responsibility of the user to develop a workable naming scheme for resources. |
Version | System-supplied; version number of the current record, which is incremented by the Controller every time a user updates a record. Click the Versions tab to view previous versions. For details, see Record Versioning. |
Description | Description of this record. Maximum length is 255 characters. |
Member of Business Services | User-defined; Allows you to select one or more Business Services that this record belongs to. (You also can Check All or Uncheck All Business Services for this record.) You can select up to 62 Business Services for any record type, and enter a maximum of 2048 characters for each Business Service. If the Business Service Visibility Restricted Universal Controller system property is set to true, depending on your assigned (or inherited) Permissions or Roles, Business Services available for selection may be restricted. |
Email Connection | Connection used for the Email Template. Select an Email Connection from the drop-down list, or click the Details icon to create a new Email Connection or view the Details of a selected Email Connection. |
Reply-To | Email address of the sender. Use commas to separate multiple recipients. Variables and functions supported. |
To | Required unless CC or BCC is specified; Email address of the recipient. Use commas to separate multiple recipients. Variables and functions supported. |
CC | Required unless To or BCC is specified; Email address of the party being sent a copy of the email, if any. Use commas to separate multiple recipients. Variables and functions supported. |
BCC | Required unless To or CC is specified; Email address of the party being sent a blind (hidden) copy of the email, if any. Use commas to separate multiple recipients. Variables and functions supported. |
Subject | Subject line of the email. Variables and functions supported. |
Body | Text of the email message. Variables and functions supported. info If both the Email Template and the Email Task (or Email Notification) contain text in the Body, the text in the Email Template is appended to the text in the Email Task (or Email Notification). |
Metadata
This section contains Metadata information about this record.
Field Name | Description |
|---|---|
UUID | Universally Unique Identifier of this record. |
Updated By | Name of the user that last updated this record. |
Updated | Date and time that this record was last updated. |
Created By | Name of the user that created this record. |
Created | Date and time that this record was created. |
Buttons
This section identifies the buttons displayed above and below the Email Template Details that let you perform various actions.
Field Name | Description |
|---|---|
Save | Saves a new Email Template record in the Controller database. |
Save & New | Saves a new record in the Controller database and redisplays empty Details so that you can create another new record. |
Save & View | Saves a new record in the Controller database and continues to display that record. |
New | Displays empty (except for default values) Details for creating a new record. |
Update | Saves updates to the record. |
Copy | Creates a copy of this Email Template, which you are prompted to rename. |
Delete | Deletes the current record. |
Refresh | Refreshes any dynamic data displayed in the Details. |
Close | For pop-up view only; closes the pop-up view of this Email Template. |
Tabs
This section identifies the tabs across the top of the Email Template Details that provide access to additional information about the Email Template.
Field Name | Description |
|---|---|
Email Tasks | Displays a list of Email Tasks that specify this Email Template, and lets you create a new Email Task with its Email Template field pre-populated with this Email Template. |
Versions tab | Stores copies of all previous versions of the current record. See Record Versioning. |