Create an email template from the HTML Builder

You can create an email template with rich HTML formatting, rather than plain text.

Steps to configure

1. On the top right, navigate to 

   

    → ServiceJourney
2. On the left, navigate to

   

    → Letter Generation → Letter Templates
3. Click the New Letter Template button
   

   

   
   
4. In the New Letter Template window select Email HTML from Builder type for the new template

   

5. Fill in the fields, as shown below.

   General Information Tab

   Name: Type the name of the template (for example Sample Template) (note that the Code field is automatically set to SAMPLE_TEMPLATE, it could be overwritten if needed)
   

   Root Object Type: Select Case as we want to have the DCM Case entity to be the context for the template.

   Document Type: OPTIONAL. Select the Document Type if there is configured in Setup.
   

   On Success: OPTIONAL. Select here the rule you need to execute after the email/template is successfully sent.
   

   Description: OPTIONAL. Type some meaningful description to describe the use of the template

6. Click the Save button.
   

   

    

7. After saving the template the General Information  tab will show two new sections:Default attachments list and Placeholders.
   

   

   
   

8. The Default attachments list lets you upload a file and add it as an attachment or use a letter template.
9. Placeholders show the list of all the placeholders that are used in this letter template. The initial list is empty.

Adding Content to the Template

Email Settings

1. Select the Template Content tab
   

   

      
2. Select the One Column layout

3. The screen has three sections: Toolbox (1), Edit(2) and Settings(3)
   

   

   
   
   
   Email Settings

   Subject : Email subject is an important line of the email and should give some clue to the recipient about the content. Examples System Notifications. Complaint CASE-9999-999 has been assigned to you!.  We can insert predefined placeholders to make the text dynamic. Example: System Notifications. @CASE_TYPE@ @CASE_ID@ has been assigned to you!

   From: this is the email address of the sender. For example: no-reply@eccentexcloud.net. You can also use placeholders to calculate the address from the Case. For example: @USRS_EMAIL@

   To: this is the email address of the recipient(s). For example: name@email.us. If you need to add more than one recipient, use a semi-colon to separate the addresses.For example: name1@email.us; name2@email.us. You can also use placeholders to calculate the address from a Case, External Party, etc.. For example: @USRS_EMAIL@ retrieves the email of the customer from the Case Party.

   CC: this is the email address of the copied recipient.

   BCC: this is the email address of the blind copied recipient

   

Header Image

1. Click on the image to see available parameters on the right panel
   

   

   
   
   
   Image - Control Settings

   Library: You can choose any image already in Confluence. For example the company logo.

   Image: You can use this option to upload a new image.

   Preview Image: A preview of the image selected.

   Size: You can choose Small, Medium, or Large.

   Alignment: You can choose, Left, Center, or Right

   URL: this is the URL you will be redirected to when you click on the image. For example https://eccentex.com

   Alternative Text: this is an alternative text shown when there is a problem loading the image. For example Eccentex Logo.

2. Save the changes.

Title

1. For the title let's just repeat a part our the subject and set it to @CASE_TYPE@ @CASE_ID@ has been assigned to you!
   

   

   
   
2. Since it looks a bit too large let's make the font size a bit smaller. Select the text using CTRL+A, then select the new size, for example, 20px.
3. Save the changes.

Text

1. Now let's replace the default text with something meaningful for the recipient. The first line would be a salutation, for example, 'Dear John Examiner,'. In order to write a salutation, we need to get the examiner's name, in our DCM implementation the complaint examiner is the case owner so we'll use the @CASE_OWNER@ bookmark.
2. To do this change click on the text area and insert a new line with the word 'Dear '.
3. We already learned how to use the bookmarks tab to copy-past available placeholders but the builder's text editor also has another convenient way to add placeholders via the placeholder button

   

   in the menu.
4. Click the placeholder button, and select CASE_OWNER from the list. Click OK to insert it into the text.
   

   

5. Save the changes.

6. Add more info from the case to the body of the email as follow:

   EMail Body Text

   ​Requester Name:  @Requester@

   Requester EMail: @Requester_Email@

   Respond before: @Case.GoalSlaDateTime@

   

7. Save changes.

Link Button

1. Finally, configure the Link Button at the bottom of the email with a link to the login page.

2. Update button properties with the following:

   Text: This is the text in the button, for example System Login

   URL: This is the URL address to link to when the button is pressed, for example, if we use the system @SERVER_BASE_URL@ placeholder, it will insert the base URL for the actual solution, for example, https://mysite.eccentex.cloud/Ecx.Web.

   Background Color: Background color of the button in HEX format. When you click the field it opens a color palette.

   Color: This is the color of the text in the button in HEX format. When you click the field it opens a color palette.

3. Save the changes
   

   

That is it on the template content. Let's test it.

Testing the Configuration

1. Save the template progress
   
2. Select the Test Template tab
3. Enter a valid Object Id. in our example, we selected the Case as Object Type so the Object Id will be the record Id of the Case. This record will be used to generate our email. Let's type any known case record Id number (15 in the below screenshot) or select one of the suggested as you type in the Object Id field
    

   

4. Click the Run button on the left upper corner. We should see a pop up with the following : 
   

   

5. Placeholders fields set is there to overwrite placeholder values instead of resolving them.
6. Type CASE-1234-12345 in the CASE_ID field and COMPLAINT in the CASE_TYPE field and JOHN DEER in the Requester field.
7. Click the Run button. We should see a pop up with the following :
   

   

8. The Additional Parameters section is for more advanced use cases where a template has placeholders linked with bookmarks that depend not only on object context (Object Type, Object Id) but on additional parameters.
   

Publishing the Template

1. The template is not available to the system or users while is in Draft state. To publish the template, click the Publish button.
2. Once it is published it becomes available.
3. If you need to un-publish the template wu=hile you make updates on it, click the Draft button.