Create email template

To create an email template, go to the Communication module and click on the Templates tab. There is a link labeled “Create email template” below the search function on the left-hand side under Actions. Clicking on this link calls up a screen to enter texts and attach documents.

Place variables at the locations where individual recipient- or sender-related data is to be inserted from the database, just like with a form letter. The names of the appropriate variables can be found under Activate variable finder.

The only field available is for HTML entry. An automatic “text-only” preview of the email is displayed under the entry field.

Please note that HTML emails may be displayed differently from one provider to the next. If you prepare emails using HTML, we recommend that you test the templates you create with different email accounts and providers before use. This let you find out before actually sending out an email whether email account providers like Gmail, Bluewin, Outlook, Hotmail etc. can interpret the HTML emails correctly.

Observe the following instructions to avoid HTML error messages:

• Any URLs integrated in your HTML must start with https://. For security reasons, http:// is not accepted.
• If you would like to include an image, upload it under Integration & Design and use /pubhtml/[customerid]/customer/[imagename]?lang=[language]<language> (e.g. /pubhtml/1067/customer/umantis.jpg?lang=eng) to embed it.

Click on Save to return to the overview. The template you just created is listed at the top.

Settings & Access

• When using the letter templates, you can filter on the language associated with the template.
• In Employee Management, you can specify who is permitted to use a template. A template may be edited by anyone who has been assigned the Communication module role.
• In Applicant Management, administrators and HR experts can view all of their branch offices’ templates and are also authorized to change them.