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Enforce email format/template for manually created emails

smacleod
Giga Guru

When sending an email from the SOW using this tool we need to enforce specific formatting to make sure we have consistent branding (border color, specific links to the portal at the bottom, etc.):

smacleod_1-1771016136568.png

we would like to use 

 

 

2 ACCEPTED SOLUTIONS

the closest option I have found so far is to create email templates, with obvious places for users to enter their text, for each record type in sys_email_client_template

View solution in original post

I found the page and image below. This is what I'm looking for. That the branding is auto-added to the email compose template before I start editing - or maybe they clicked on a response template? I don't want everyone creating email response templates and having to add the branding every time. If there could be a template auto-added like on additional comments email noifications sent to the customer, that would be great.  

 

Information Technology - Send Custom Emails from Records in the Service Operations Workspace

Marie13_0-1771900308818.jpeg

 

View solution in original post

10 REPLIES 10

smacleod
Giga Guru

Like to use something like: 

smacleod_0-1771016551049.png

 

Marie13
Tera Guru

I need this also. How can I ensure the correct branding, header, and footer are sent to users for the "email responses", "response templates" and "compose an email"? I've looked where our regular email notifications are sent and can't find anything. 

 

thanks heaps

the closest option I have found so far is to create email templates, with obvious places for users to enter their text, for each record type in sys_email_client_template

I found the page and image below. This is what I'm looking for. That the branding is auto-added to the email compose template before I start editing - or maybe they clicked on a response template? I don't want everyone creating email response templates and having to add the branding every time. If there could be a template auto-added like on additional comments email noifications sent to the customer, that would be great.  

 

Information Technology - Send Custom Emails from Records in the Service Operations Workspace

Marie13_0-1771900308818.jpeg