The Email Template Editor lets you create or edit your own email templates or edit any of the Order Manager's standard email templates. You can enter text or tags in the template and then preview your work using actual data from your store. Using the Email Template Editor is similar to using a "mail merge" function.
Note: The Order Manager assumes that the production Email Templates folder is found in the same location as the data file (store file). If you add templates or make changes to Email templates in an Email Templates folder that is not in the same location as the data file, you will not see those templates displayed. For example, if the data file and production email templates folder are located at c:\stoneedgedata, but the user makes changes to a template in the c:\stoneedge\Email Templates folder, the program will not display those changes because it only uses the Email Template folder that is in the same location as the data file.
To open the Edit Email Templates dialog box, go to the Main Menu> Maintenance Menu> Maintenance tab> Email Template Editor:
Click New.
Enter a name for the new template.
Click OK.
Follow the directions below to edit the template.
Select the template you wish to modify from the Template drop down list at the top of the form. The template opens in the editor window below.
The list of available tags, which represent data fields in your store's data file, appear on the left of your screen. To view a specific category of tags, click the radio buttons at the top of the Tags window.
Notes: Any text between the tag markers << >> in the editor window is a tag that is replaced with actual data when the email is sent.
The data contained in some tags is only available to be inserted into the body of an email that is sent from a related location in the program. For example, a Purchase Order field tag will not be available in an email sent from the View Customers screen.
Also, data in a similarly named tag field may be different depending on the category to which it belongs. For instance, the Purchase Order "Comments" tag would contain different information than the Orders "Comments" tag.
Type anywhere in the editor window to add or edit text. To insert a tag, click where you want the tag to appear, then either double-click the name of the tag in the list on the left, or select the tag and click the Insert into Template button.
Note: The EmailFromName and EmailFromAddress tags allow you define what name and address appear in the From: field in email using that template. To use them, insert the tag (or tags) at the top of template, then add a comma and the name or email address. For example: <<EmailFromName,George Smith>> <<EmailFromAddress,george@smithco.com>>.
The SubjectStart and SubjectEnd tags allow you to define what appears in the Subject: field in email using that template. To use them, insert the opening tag next to the text you want to appear in the Subject line, then insert the closing tag. For example:
<<Subject Start>>Order Confirmation from <<CompanyName>><<Subject End>>.
To preview your template, click one of the Test With buttons at the top of the editor window. Note: It is important to test a template with the proper type of data. For example, tags related to orders or suppliers will not work if you test the template with customers.
Use the navigation buttons to view the template with the records available.
Click Return to Edit Mode to continue working on your template.
When you are finished editing the template, click Save. Or, to cancel your changes, click the Reload button to reload a copy of the current template in its previous form.
Click Close to exit the Edit Email Templates dialog box.
See Also
Sending Email with the Order Manager
Updated 6/12/09
Modified 2/2/10