SmartConnect 2018

Email Templates

The email task template allows common emails to be created as a template rather than requiring them to be re-created for each map.

 

To create a email template:

1.Go to Setup >> Templates >> Email.
2.Double-click on a template to edit, or select Add to create a new template.
3.Enter a name for the template, template names must be unique.
4.Enter a description for the template.
5.Enter the email To Address, select a global variable, or select a template variable. This field is not required.
6.Enter the email CC Address, select a global variable, or select a template variable. This field is not required.
7.Enter the email BCC Address, select a global variable, or select a template variable. This field is not required.
8.Enter the email From Address, select a global variable, or select a template variable. This field is not required.
9.Enter the email Subject, select a global variable, or select a template variable. This field is not required.
10.Enter the email Message, global and template variables may be included in the email message.
11.Select the required defaults for task success and failure.
12.Select Save to record changes.

SmartConnect_Template_Email

 

Note:

For information on selecting an email template see selecting a template.