Add an email template
Email templates can be used when creating new emails in the SuperOffice inbox, and when sending quotes, order confirmations and privacy confirmations.
Templates are displayed as items in the Email - Template list and you can add new templates to SuperOffice CRM by entering it as an item in the list.
To complete the fields in the Edit list item dialog when the items are email templates:
Enter the required name of the item in the Template name field.
In the Template type field, select the type of template you are creating. Select Normal if you want the template to be available in Inbox. You can also make the template available as a quote template, an order confirmation template, or a privacy confirmation template.
If you wish, you can choose where to store the document template, in the Store template in list.
You now have three options:
- Create a new email template
- Copy an existing email template file.
- Click the Copy template list.
- Select the required template from the list.
- Upload a new email template from disk (.md/.md)
- Click the Upload button.
- Click Upload file in the Upload file dialog.
- Select the required file and click Open. The name of the file is displayed in the Edit list item dialog.
Click Save in the Edit list item dialog. The dialog is updated.
Optional: Edit the template name, if required.
Click Edit to edit the template file itself. If you created a new email template, add content to the template.
Enter the required information in the Details and Languages tabs.
Click Save. The template is added as a separate item in the Items list. Repeat this procedure to add more templates.
Enter the following information in the Details tab:
(optional) Edit the name of the template in the Name field. You can also add the template name in other languages by clicking .
Enter the title of the email in the Subject field. You can also add the subject in other languages by clicking .
Select Use signature in new email to add your signature to new emails. If you do not have a personal signature, the system signature is used.
Select Show email dialog to display the New email dialog when you create a new email based on this template. In this dialog you can enter data such as company, contact, and project, which is needed if the email template contains template variables.
Optionally, type in a description of the template in the Description field.
In the Direction field, specify if the template is outgoing or incoming by clicking the arrow ( ) and choosing from the list box. Select Outgoing if you want the template to be available in Inbox.
In the Intention field, click the arrow ( ) and select one of the predefined options from the list box. These items are used in connection with status monitors (requires a licence for Sales Intelligence).
You can create new options in addition to the predefined ones by adding them to the Follow-up - Intention list in Settings and maintenance.
In the Document stored in field, you can choose to save the document somewhere other than the default option.
Specify the default setting for the Our reference field using the template variables, for example auth for the sender's first and last names.
You can open the template to edit it directly by clicking the Edit button at the top of the Edit list item dialog. Only htm/html files can be edited directly in this editor. The file type is displayed in the File name field in the Details tab. Click the Download button to download other file types and edit them in the relevant application.
Here you can add translated versions of the document template.
- Click Add.
- In the Edit list item dialog, select the language you require from the Add language list.
- Add the translated document template as described above.
- Click Add. The language is listed in the Languages tab.
- Repeat the steps above to add additional languages.
Click next to the relevant field to add translations of the template name and email subject.