Mail templates
Create multilingual mail templates: subject, HTML and plain text body per language, tied to a module and a client company, with variables.
A template is a prepared subject and body, separately for each language. If it is tied to a module, sending from that module fills in the variables (for example amount, due date) automatically; without a module it is used for free mail.
Creating a template
- Open Mail → Templates (page title: Email templates).
- Click the blue + button at the top right, or the edit icon in the row of an existing template.
- Enter the Name. Choose the Module and, if needed, the Event key; for a free mail template leave the module empty.
- Leave Client company ID empty to make the template the default for every client.
- For each language fill in Subject, HTML body and Plain text body. The form shows which variables can be used.
- If the module generates a document you can switch on Attach the generated document and add an Attachment note.
- Set Sort order and Status, then click Save.
Rules and messages
- At least one language needs a subject and a body: "At least one language must have a subject and a body!"
- The same module and client cannot have two templates with the same name: "A template with this name already exists for the same module and client!"
- A module that is not in the function catalogue cannot be chosen.
- A template already in use cannot be deleted permanently; it can only be deactivated or moved to the bin.
Example
You add a "Payment reminder" template in Hungarian and English and choose the balance statement module. When you send a mail from there to Sample Ltd., the subject and body show Sample Ltd.'s debt and due date automatically.