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The following properties can be entered when creating or editing an e-mail template:
Display name |
The name of the template displayed in the user interface. |
Code name |
The name of the template used in code. |
E-mail type |
Identifies the type of functionality to which the template is related. This can be used to categorize and filter e-mail templates. |
From |
E-mail address that will be used as the sender (From) address of the e-mail. |
Cc |
E-mail addresses of copy recipients. |
Bcc |
E-mail addresses of blind copy recipients. These will get a copy of the e-mail, but won't see the addresses of other recipients in the mail. |
Subject |
Subject of the e-mail. |
HTML version |
Defines the content that is used for the template when sending e-mails in HTML format. The preferred format can be selected using the Site Manager -> Settings -> System -> E‑mails -> E‑mail format setting. |
Plain text version |
Plain text version of the e-mail template. |
These properties may contain macro expressions that are resolved (merged) when the e-mail is sent. The use of macros is necessary to ensure that individual e-mails based on this template contain information relevant to the situation that caused them to be sent.
The Attachments button in the header of the tab allows you to attach files to the e-mail template. When e-mails based on the given templates are sent out, the attachments will be included. You can see the current number of attachments in the button's caption. Clicking the button opens a dialog where the attachments can be managed.
Any changes to the template must be confirmed by clicking the Save button.
More resources can be found at Developer's Guide -> Development -> E-mail templates.