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.

Creating an Email Template

Step 1	From the Agents & Connections navigation pane, select System > Email Templates. The Email Templates list displays. Below the list, Email Template Details for a new Email Template displays.
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: Use the scroll bar. Temporarily hide the list above the Details. Click the New button above the list to display a pop-up version of the Details.
Step 3	Click a Save button. The Email Template is added to the database, and all buttons and tabs in the Email Template Details are enabled.

Note

To open an existing record on the list, either:

Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)
Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

Email Template Details

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.

Email Template Details Field Descriptions

The following table describes the fields, buttons, and tabs that display in the Email Template Details.

Field Name	Description
Details	This section contains detailed information about the Email Template.
Name	Unable to render {include} The included page could not be found.
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	Unable to render {include} The included page could not be found.
Member of Business Services	Unable to render {include} The included page could not be found.
Email Connection	Unable to render {include} The included page could not be found.
Reply-To	Unable to render {include} The included page could not be found.
To	Unable to render {include} The included page could not be found.
CC	Unable to render {include} The included page could not be found.
BCC	Unable to render {include} The included page could not be found.
Subject	Unable to render {include} The included page could not be found.
Body	Unable to render {include} The included page could not be found.
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	Unable to render {include} The included page could not be found.
Copy	Creates a copy of this Email Template, which you are prompted to rename.
Delete	Unable to render {include} The included page could not be found.
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	Unable to render {include} The included page could not be found.