Email Template Options

Root > 3. Customisation
How To Create or edit an Email Template

If you are using the system without wanting to know about the technical considerations then you may prefer to use the article below

http://support.wiredcontact.co.uk/KB/a485/emails.aspx?KBSearchID=0 
 
 
Email templates can be easily added to the “Email” tab in WiredContact. WiredContact ships with email templates with a .weml extension. You can edit these from Within WiredContact by going into the Admin area (you may need this turned on by your administrator) then go to Site Settings | Troubleshooting | Templates where you can edit any of the html files or with server access using Notepad++ they are simply text files and there are some simple rules to learn that will make life a lot easier for users.

The default location for the email templates is the “Email Templates” folder in the WiredContact directory (usually in c:\Inetpub\Wirede or Wiredx3 on a default installation or E:\web\<your company> on a hosted installation).

To force formatting and conditions within a specific template you can add dialog descriptors before the start of your template body as shown here

<#displayname value="Blank HTML Email"> You users will see this name when they select the Email tab
<#Editor value=yes> If you want the HTML editor to be available within the template
<#from value="yourname@yourdomain.co.uk"> this is the default replyto address for this template only
<#HTMLTEMPLATE value="Blank.htm"> Force the template to use a specific branded html headed stationary
<#SUBJECT value="Introduction to our goods and services"> can also contain fields such as "
Is this still current [[field field=emailaddress]]"
<#PRIORITY value="3">
<#RETURNRECEIPT value="no">
<#SIGNUMBER value="1">
<#RECORD value="complete">
<#Start>
Dear <field field=salutations>


The following dialog descriptors may be used:


<#historytype value="Auto"> 
This lets you overwrite the value being written into the History Type when sending emails using the Notify Service thereby making automated reports easier to filter and send to the correct department.

<#Editor value=yes>
This will enable an HTML editor for user creation of email templates with merge fields. If you want PLAIN TEXT, do not include the editor.

<#displayname value="Sample HTML Email">
Displayname shows an alternate name in the Explore Template window. If you leave this tag out - you will see the actual file name displayed.

<#subject value="Test Email">
Subject provides the initial subject for the email dialog.

<#cc value=info@wiredcontact.co.uk>
CC supplies a cc value if needed. The end user may delete the value in the bcc field.

<#bcc value=info@wiredcontact.co.uk>
BCC supplies a bcc value if needed. The end user may delete the value in the bcc field.

<#hbcc value=info@wiredcontact.co.uk>
HBCC supplies a hidden bcc value if needed. The end user cannot view the HBCC field.

<#record value=subject>
If you want to record only the subject to history, instead of the body of the whole email, use this tag.

<#signumber value=2>
WiredContact allows the end user to use more than one signature. If you company standardizes on using Signature number 2 for html emails, you can specify this in the email template.

<#libattach value="Test.html">
If you would like to specify library attachments to be automatically populated - use the libattach tag. You may use it multiple times - but you need to have enough “main library” attachment fields in your smtp.html template to accommodate the number of items you want to attach.

<#priority value=”High”>
Allows you to set the priority of the email. Choices are "Urgent", “High", "Normal" or “Low", unless changed previously in the SMTP.html template.

<#ReturnReceipt value=yes>
Allows you to request the Return Receipt feature of the email dialog for this template.

<#from value=yourotheremail@yourotherdomainperhaps.co.uk>
Allows you to change who this email is from. You must edit your smtp.html to allow the From line to always show for this to function correctly. Then use the login name of the user you want the email to come from.

<#Start>
Signifies the start of the email text. You must have one of these tags just before the text of the email if you want the email text to show correctly.  

How do I add a logo? Every '.weml' file uses a template which can be found in 'c:\Inetpub\Wirede'.or if Hosted in the Admin templates folder.

This is a simple .html file which can be customized to your taste. You can change the image in the '<img>' tag to any image (e.g. your company logo/banner). Make sure the logo is saved in the same directory as the '.html' file or create a folder in the Public Library called "Images and then use <IMG src="../Library/Images/yourimage.gif" align="top">. in this way your team can create their own headed stationary

If you send lots of Email shots to your clients, it is best practice to save the image on your website and specify the full path to the images, in this way you are not sending thousands of MB but if it's needed it is pulled down by those interested.

When referencing an image do not use image names with a space in the name or you will cause an error 152 message and the template will not work.

The same process would also work to avoid sending large attachments by simply putting in a link to the document



 

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