Digital Sales Platform sends certain email notifications upon certain trigger points, e.g. when notified via the @mention functionality in the notes section of an Opportunity or Quote, or e.g. when a manager needs to provide approval. The following figure depicts a sample email being sent when approval is required:
Configuration
Email templates are stored in the content management system under path ‘Administration’ -> ‘Content Management’:
From here, the localized templates can be found under ‘conf’ -> ‘email’:
The administrator can download an existing properties file, make changes to the key-value pair-based layout, and upload the file from here. The following code excerpt highlights the respective placeholders used for the new user creation email:
Email Subject:
workItem.approval.needed.title=Approval needed for ${doc.type} "${doc.objectName}"
Email Body:
workItem.approval.needed.content=Dear ${user.firstName},<br><br>${sender.firstName} ${sender.lastName} just submitted a quote which requires your review and approval. The quote’s expires on <span style="color: red; font-weight: bold;">${doc.salesDocumentDateOfExpiry}</span> and therefore immediate attention is needed!<div><div><span>Quote ID:</span><span>${doc.quoteId}</span></div><div><span>Name:</span><span>${doc.objectName}</span></div><div><span>Quote Value:</span><span>${doc.includesDocumentHeaderPriceItem.documentHeaderPrice}</span></div><div><span>Account</span><span>${doc.quoteContainedBy.objectName}</span></div></div><br>You can review the quote <a href="${doc.url}">here</a> or approve / reject using the below buttons:<br><br>${approvalButtons}<br><br><br><i>Powered by</i><br><div><img src="https://www.inmindcloud.com/wp-content/uploads/2018/08/In-Mind-Cloud-New-Logo-small.png"></img></div><div style="color: #00B0F0; font-size: 10px; font-style: italic;">This email was automatically sent from Digital Sales Platform.</div> </
Note: Administrators are allowed to make modifications to the templates delivered by the In Mind Clouds' implementation team. For specific requirements, please consult with your Customer Success Manager.
Sample Email Template
Sample example of email templates that can be customized for customer-specific branding.
//When biz admin approves an order (i.e. click place order): email to the creator of the order
portal.order.approved.title = Your Order ${doc.orderId} Has Been Approved
portal.order.approved.content = <body bgcolor="#F7F1E8">Dear ${user.firstName} ${user.lastName},<br><br>Order ID "${doc.orderId}" - for amount "${doc.orderTotal}" that you submitted has been approved and submitted by ${sender.firstName} ${sender.lastName}</p><table style="background-color: rgb(255, 255, 255);"><tbody><tr><td style="width: 150px;">PO ID:</td><td>${doc.poID}</td></tr><tr><td style="width: 150px;">Order:</td><td>${doc.objectName}</td></tr><tr><td style="width: 150px;">Order Value:</td><td>${doc.hasCurrency.objectName} ${doc.orderTotal}</td></tr><tr><td style="width: 150px;">Address:</td><td><br></td></tr><tr><td style="width: 150px;">Bill To:</td><td>${doc.orderBillTo.address1StreetPrefixName} ${doc.orderBillTo.address2AdditionalStreetPrefixName} ${doc.orderBillTo.addressStreet} ${doc.orderBillTo.addressCity}</td></tr><tr><td style="width: 150px;">Ship To To:</td><td>${doc.orderShipTo.address1StreetPrefixName} ${doc.orderShipTo.addressStreet} ${doc.orderShipTo.addressCity}</td></tr></tbody></table><p><br><a href="${applicationURL}">Access Portal Application</a><br><br></p><hr>This is a system-generated message. Please do not reply to this email.<p></p><p><span style="color: #FBB116; font-weight: bold; font-style: italic;"><br></span></p><p><span style="color: #FBB116; font-weight: bold; font-style: italic;">In Mind Cloud </span><i>Digital Sales Platform</i><br></p><div><img src="https://f.hubspotusercontent30.net/hubfs/1797086/new%20logo%202021/IMC_LOGO_RGB_300x197.png" width="250" alt="IMC Logo"></div><div style="color: #FBB116; font-size: 12px; font-style: italic;">This email was auto-generated. Please do not reply.</div><p><br></p><p></p>
//When biz admin rejects an order: email to the creator of the order
portal.order.rejected.title = Your Order ${doc.orderId} Has Been Rejected
portal.order.rejected.content = Dear ${user.firstName} ${user.lastName},<br><br>Order "${doc.orderId}" that you submitted has been rejected by ${sender.firstName} ${sender.lastName}<br><br>PO ID:   ${doc.poId}<br><br>Order:   ${doc.objectName}<br><br>Order Value: ${doc.hasCurrency.objectName} ${doc.orderTotal}<br><br>Address:  Bill To: ${doc.orderBillTo.address1StreetPrefixName} ${doc.orderBillTo.address2AdditionalStreetPrefixName} ${doc.orderBillTo.addressStreet} ${doc.orderBillTo.addressCity}<br><br>      Ship To: ${doc.orderShipTo.address1StreetPrefixName} ${doc.orderBillTo.addressStreet} ${doc.orderBillTo.addressCity}<br><br><a href="${applicationURL}">Access Portal Application</a><br><br><hr>This is a system generated message. Please do not reply to this email.
//When end user cancels an order that is submitted for review: email to all biz admin in the account
portal.order.cancelled.title = Order ${doc.orderId} Has Been Cancelled
portal.order.cancelled.content = <body bgcolor="#F7F1E8">Dear ${user.firstName},<br><br>Order "${doc.orderId}" was submitted for your review, but has been cancelled by the submitter.<br><br><hr><span style="color: #FBB116; font-weight: bold; font-style: italic;">In Mind Cloud </span><i>Digital Sales Platform</i><br><div><img src="https://f.hubspotusercontent30.net/hubfs/1797086/new%20logo%202021/IMC_LOGO_RGB_300x197.png" width="250" alt="IMC Logo"></img></div><div style="color: #FBB116; font-size: 12px; font-style: italic;">This email was auto-generated. Please do not reply. You can access your application <a href="${activationLink}">here</a></div> </body>
//When end user submits an order for review: email to all biz admin in the account
portal.order.reviewRequest.title = Order ${doc.orderId} (PO: ${doc.poId}) Has Been Submitted For Your Review
portal.order.reviewRequest.content = <body bgcolor="#F7F1E8">Dear ${user.firstName},<br><br>The following order has been submitted for your review:<br><p></p><table style="background-color: rgb(255, 255, 255);"><tbody><tr><td style="width: 150px;">PO ID:</td><td>${doc.poID}</td></tr><tr><td style="width: 150px;">Order:</td><td>${doc.objectName}</td></tr><tr><td style="width: 150px;">Order Value:</td><td>${doc.hasCurrency.objectName} ${doc.orderTotal}</td></tr><tr><td style="width: 150px;">Address:</td><td><br></td></tr><tr><td style="width: 150px;">Bill To:</td><td>${doc.orderBillTo.address1StreetPrefixName} ${doc.orderBillTo.address2AdditionalStreetPrefixName} ${doc.orderBillTo.addressStreet} ${doc.orderBillTo.addressCity}</td></tr><tr><td style="width: 150px;">Ship To To:</td><td>${doc.orderShipTo.address1StreetPrefixName} ${doc.orderShipTo.addressStreet} ${doc.orderShipTo.addressCity}</td></tr></tbody></table><p><br></p><p><br>You can review the details and place the order <a href="${doc.url}">here</a><hr><span style="color: #FBB116; font-weight: bold; font-style: italic;">In Mind Cloud </span><i>Digital Sales Platform</i><br><div><img src="https://f.hubspotusercontent30.net/hubfs/1797086/new%20logo%202021/IMC_LOGO_RGB_300x197.png" width="250" alt="IMC Logo"></img></div><div style="color: #FBB116; font-size: 12px; font-style: italic;">This email was auto-generated. Please do not reply. You can access your application <a href="${activationLink}">here</a></div> </body>
//When biz admin approves an order /amend and place order/ place his own order(i.e. click place order): email to the approver of the order
portal.order.approved.bizadmin.title = Your Order ${doc.orderId} (PO: ${doc.poId}) Has Been Submitted
portal.order.approved.bizadmin.content = Dear ${user.firstName} ${user.lastName},<br><br>Order "${doc.orderId}" (PO: ${doc.poId}) has been placed by you.<br><br>PO ID:   ${doc.poId}<br><br>Order:   ${doc.objectName}<br><br>Order Value: ${doc.hasCurrency.objectName} ${doc.orderTotal}<br><br>Address:  Bill To: ${doc.orderBillTo.address1StreetPrefixName} ${doc.orderBillTo.address2AdditionalStreetPrefixName} ${doc.orderBillTo.addressStreet} ${doc.orderBillTo.addressCity}<br><br>      Ship To: ${doc.orderShipTo.address1StreetPrefixName} ${doc.orderBillTo.addressStreet} ${doc.orderBillTo.addressCity}
//When commerce end uer or biz admin submits an inquiry
portal.inquiry.title = Inquiry ${doc.quoteId} Has Been Submitted
portal.inquiry.content = Dear ${user.firstName} ${user.lastName},<br><br>The following Inquiry has been submitted by you.<br><br>Inquiry ID:   ${doc.quoteId}<br><br>Account:    ${doc.quoteContainedBy.objectName}<br><br>This email was auto-generated. Please do not reply.<br><br>
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