View source for Email Templates

'''Workspace > All Items > Templates'''

Email templates define a standard look for [[Email]] correspondence that can be customized for individual messages. 
__TOC__
==About Email Templates==
The Templates object stores ''email templates'' used in [[Campaigns]] and in general correspondence. 
:''For other kinds of templates, see [[Templates (disambiguation)]]''

Templates are created using an online editor, or by pasting in HTML created in an external editor. 

Templates can also include variables to information so you can personalize each email that goes out.

==Working with Email Templates==

===Create an Email Template ===

#Click '''Workspace > All Items > Templates'''.<br>The Templates object opens.
#Click the '''[New Template]''' button. 
#Specify whether to '''Use for Email-to-Case Interactions'''.
#Select your template design method. 

;Email-to-Case Interactions:
With this option:
:* The template is available for use automated responses and customer-notifications in [[Email to Case]] settings (and is only available in that context).
:* The following email-variables become in the template, as well as Case variables:
:: <tt>Email To, Email From, Email Cc, Email Subject, Email Body, Email Reply To, Email Size, Email Headers</tt>

;Design Methods:
{{:Editors}}

===Use the HTML Editor Toolbar===
The toolbar appears when using the free-form HTML editor.

:{{:Editing Toolbar}}

===Add Template Variables===
Use Template Variables to personalize email templates:
:* From any template editor, Click the ''Show Template Fields'' link.<br>The [[Template Variable Tool]] pops up.
:* Select a category and a field.<br>The name for the field appears in the Variable column. (For example:<tt>$Customer.discount</tt>.)
:* Copy the variable name, close the popup, and insert the variable into your template. 

:''For a list of Template Variables, see:'' [[Template Variables in Email Templates]]

===Add Personalized Merge Fields===
Create Personalized Merge Fields in custom email templates.
:{{:Personalized Merge Fields}}

===Add Images===
In HTML, an image is referenced using a tag that has the form: <tt><nowiki><image src"..."></nowiki></tt>, where the <tt>src</tt> attribute contains an absolute or relative path to the image. That path can be a file path like <tt>../images/local_image_file.jpg</tt> or it can be a URL of the form <tt><nowiki>http://...</nowiki></tt>.

When the email arrives in a recipient's inbox, file paths are obviously of little value. (They would only work if recipient happened to have all of the right images at the right locations on their local system. Small chance!) So Http URLs are used to access the images.

To generate those URLs, the images to be included in the URLs need to be uploaded to the platform as [[Public Document]]s. URLs for those images become available when they are made public. You then insert those URLs into the <tt><nowiki><image src"..."></nowiki></tt> tags. 

The resulting tag as the form <tt><image src="{{platformURL}}/..."></tt>. The link then works in the recipient's email, because the image is publicly available.
<noinclude>

[[Category:Tutorials]]
</noinclude>