Setting up email templates

Email templates are used in email automation to define and standardize email content that is automatically sent through system triggers and workflows.

As an administrator, you can define and configure email templates.

  1. Select Administration > Setup.
  2. In the Templates pane, click Email.
  3. Click Create.
    To configure an existing email template, double-click a template record and specify your changes.
  4. Specify this information:
    Effective Date
    Select the date the email template becomes available.
    Case Email Template
    Specify a name to identify the template within the system.
    Description
    Provide a description.
    Active
    Select this check box to make the template available for use in your organization.
    Template Type
    Select Employee/ Non-Employee or Job Application to determine which case type can use the template.
    To
    Specify the primary recipient email addresses. For Job Application cases, this field can reference the recruiter’s email address.
    CC
    Optionally, specify one or more email addresses to receive a carbon copy of the automated email.
    BCC
    Optionally, specify one or more email addresses to receive a blind carbon copy of the automated email. BCC recipients are not visible to other recipients.
    From
    Specify the sender's email addresses. For example, noreply@infor.com.
    Subject
    Specify the subject line of the email template to use when the message is sent.
    Allow Subject Editing
    Select this check box to enable agents to edit the email subject before the automated email is sent.
    Allow Message Editing
    Select this check box to enable agents to edit the email body before the automated email is sent.
    Body
    Specify the main content of the email. This field supports the message text delivered to recipients.
    Attachment
    Optionally, upload an attachment.
  5. Click Save.