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Overview
Email templates allow you to construct commonly-used information that can be copied to create Email tasks.
If an Email task specifies a template, Universal Controller uses the information in the template to construct and execute the Email task. Any information specified in the task overrides what is specified in the template.
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Step 1 | From the Agents & Connections navigation pane, select Other> Email Templates. The Email Templates list displays. |
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Step 2 | Enter / select Details for a new Email Template, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can either:
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Step 3 | Click a |
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To open an existing record on the list, either:
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The following Email Template Details is for an existing Email Template. See the field descriptions, below, for a description of all fields that display in the Email Template Details.
For information on how to access additional details - such as Metadata and complete database Details - for Email Templates (or any type of record), see Records.
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The following table describes the fields, buttons, and tabs that display in the Email Template Details.
Field Name | Description | ||||||
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Details | This section contains detailed information about the Email Template. | ||||||
Name |
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Version | System-supplied; version number of the current record, which is incremented by the Controller every time a user updates a record. Click the Versions tab to view previous versions. For details, see Record Versioning. | ||||||
Description |
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Member of Business Services |
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Email Connection |
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Reply-To |
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To |
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CC |
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BCC |
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Subject |
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Body |
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Metadata | This section contains Metadata information about this record. | ||||||
UUID | Universally Unique Identifier of this record. | ||||||
Updated By | Name of the user that last updated this record. | ||||||
Updated | Date and time that this record was last updated. | ||||||
Created By | Name of the user that created this record. | ||||||
Created | Date and time that this record was created. | ||||||
Buttons | This section identifies the buttons displayed above and below the Email Template Details that let you perform various actions. | ||||||
Save | Saves a new Email Template record in the Controller database. | ||||||
Save & New | Saves a new record in the Controller database and redisplays empty Details so that you can create another new record. | ||||||
Save & View | Saves a new record in the Controller database and continues to display that record. | ||||||
New | Displays empty (except for default values) Details for creating a new record. | ||||||
Update |
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Copy | Creates a copy of this Email Template, which you are prompted to rename. | ||||||
Delete |
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Refresh | Refreshes any dynamic data displayed in the Details. | ||||||
Close | For pop-up view only; closes the pop-up view of this Email Template. | ||||||
Tabs | This section identifies the tabs across the top of the Email Template Details that provide access to additional information about the Email Template. | ||||||
Email Tasks | Displays a list of Email Tasks that specify this Email Template, and lets you create a new Email Task with its Email Template field pre-populated with this Email Template. | ||||||
Versions tab |
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