Is it possible to format a custom macro field on an email template? I need to display a date with the long format date on an email (eg. August 25, 2022)
The email definition that has the date looks like this:
The details of this fee were [#UsrPatientContactPreference.UsrEmailText#] to the patient or dispute submitter, on [#UsrRequestForAdditionalInformationSentOn#]
I am trying to set up an action for a button in my email template. I want to create a "forward this email" button that opens up an email client when the user clicks it but there doesn't seem to be a way to do this. I can see that you can set up a text hyperlink that will open up an email to specific address, but that isn't quite what I'm after.
Yes, that's it – by email client I mean whatever the end user has on their desktop for opening emails. I want the button to act as a forward button as you have shown, so that when they click it it opens their emails automatically. Do you know if that can be done?
When we try to send an email directly from the contact's 360 view, the default email signature gets removed when a template is selected. Is this an out of the box feature? How to make the signature remain at the bottom even when a template is selected as the body of the email?
We investigated this behaviour and currently, the system behaves correctly since you can add a macro in the signature so it could fit the template or depend on some value.
I informed our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.
We are creating email templates in DEV environment. In the DEV, we are adding link to object in the template and it works perfectly on DEV. But the issue comes when we migrate the changes to higher instances, it still shows the link to DEV.
How we can show the link for the same application from which the email is being sent? Really appreciate any suggestions.
It seems that you are typing the whole link in the string value. Perhaps it would be suitable to replace them with macros and use Website Url (system setting for example) value to populate it.
If your case does not allow you to use macros - please provide more details and screenshots along with step-by-step recreation of the misbehavior and a description of the expected behavior you want to achieve.
Unfortunately, the link to the object is absolute and not website-dependent. You should either modify it manually after migration or use the macros that was mentioned above. It is planned to change this in future versions, but there are no details available yet.
We investigated this behaviour and currently, the system behaves correctly since you can add a macro in the signature so it could fit the template or depend on some value.
We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.
I want to use localization in Marketing Emails. Adding a localized Message-template in a bulk email seems not to work. Does anyone have experience with localized marketing emails?
in order to do that first you need to add a block to the designer, and then add a text element. When you click on the text element, you will see at the top corner a thunder. If you click on the thunder you will be able to add your parameter to the text element.
Then, you need to click again on the text element, and you will see near the tunder another button, which has a tag inside <>, it is called "Edit source HTML code". You can click on it and it will show you the HTML for this text element, including the HTML for the parameter. Now you need to copy the HTML code for this parameter (it will be an image tag) .
Then, you can go to the HTML block where you want to use this parameter, and paste it. This will be enough to pass the parameter.
Also, you can create a parameter at the HTML element, and at the "Value" field, you can pass this image tag that represents your parameter.
Both options are valid to pass a parameter to your HTML element. I'll attach here photos showing how to do the steps mentioned above.
following our conversation over the email, I'll share here as well the two ways to dinamically insert Id's into a link, in order to use that link at an email.
-The best one is creating a formula where you will concatenate two strings, the URL + the activity ID.
You just need to create a formula before the email and modify the strings like this
After that, your Parameter 1, will be a ready to use link with the ID attached at the end.
Now you can insert it into a text block (clicking on the thunder icon as I've shown in photos from previous messages) .
Or you can directly insert the img tag into the HTML code, you dont need to use the <a> tag because the img tag will be automatically converted to a link once you send the email. The formula will be responsible to merge the dynamic value of the parameter with the URL, and when you insert that into the email it will be a ready to use link.
I am using an Add-On, Send Email with Attachements from MarketPlace. When i try to Create an Activity (picture below) and then Save the Busines Process, the activity that I I created is not saved. Is there any Fix to this Bug ?
As soon as i try to create a connection(image below) , and try to save , the process of saving doesnt work ?
Unfortunately, it is impossible to implement your business task, as for now.
But we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.
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