How to generate an email from a template

What is a templated email

An email template is a predefined email layout that can be reused. Instead of having to rewrite an entire email from scratch, you can simply add images and links to an existing template before sending it to users. Email templates can be configurated In the Organization Configuration by an administrator and can be used for the onboarding process, project welcome, project change, etc. Simply create an email in a few clicks by selecting a template from the dropdown menu. 

How to generate an email from a template 

To generate an email from a template, go to the Personnel module and click the Generate Email from Template tab inside a personnel's page. 

A Generate Email from Template modal window pops up. Choose the Email Template from the dropdown menu. It’s possible to change the template at any stage of the process by simply selecting another Email Template from the dropdown menu. 

Once you’ve selected an email template, the pre-configured email template pops up. Click Next. This gives you the opportunity to review the content of the email and the email addresses it’s being sent to. 

Fill out the fields about the new email: 

• Email Template – The template of the email. Email templates are created in the Organization_Conversation Templates by an administrator.
• Subject – The subject of the email.
• To – Enter the recipient's email address.
• Cc – Stands for 'carbon copy' and allows you to send a copy of the email to other email addresses.
• Bcc – Stands for 'blind carbon copy'. Someone on the Bcc list can see everything, including the Cc list and content of the email. However, the Bcc list is secret meaning no one can see this list except the sender.
• Body – Body of the email.
• Attachment – Upload an attachment here.  

If you need to edit the email, click Back. Click Close if you want to don't want to send the email, or click Send if you want to continue. 

After successfully sending the email, an 'Email Sent' message pops up. 

How to use the email library of variables

To use the email library of variables, click on any folder under Bcc. A sub library will then open. Copy the variable and a small pop-up message will then be displayed above the body of the email. 

Paste the variable in the email body. This will automatically fill the content based on the variable and concatenate with the email body. 

Click Next. This gives you the opportunity to review the content of the email and the email addresses it’s being sent to. If you need to revise the email, click Back. Click Close if you want to don't want to send the email, or click Send if you want to continue.  

After successfully sending the email, an 'Email Sent' message pops up.