Email Templates

Introduction

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.