Email Template Editor

Overview

• How to update and create email templates.
• Stone Edge uses double angle brackets to specify tags to grab order data and perform special functions.
  • Ex: <<OrderNumber>>
• Email templates can use simple HTML coding for extra formatting.
  • Some email templates have both plain text formatting and HTML formatting to allow emails to work regardless of the customer’s email service.
  • General HTML knowledge found this basic HTML Tutorial.
• Enables Custom templates to move seamlessly with Stone Edge updates by saving with a new name.
• Email templates can be preset to send on specific actions, like sending out tracking numbers or issuing credit.
  • They can also be selected manually when doing a one-off email to a customer.

Using Email Template Editor

1. Main Menu -> Settings (Gear Icon) -> Report Functions -> Email Template Editor.
   
2. Use the dropdown to pick an existing template to edit or click “New” to create a new template.
3. Edit email template
   1. Enter fixed Email text in template editor box.
   2. Use tags and double-click or use the right arrow to add to the template.
   3. Click “Reload” to remove any edits to the template.
4. Click buttons next to “Test With” to show template against live order data
   1. Order with lowest order number will be shown
   2. Arrows at bottom can change order used for testing
   3. Click “Back to Edit” to exit testing mode
      NOTE: You cannot save in testing mode
      
5. Click “Save” when done

Using a Text Editor

1. Locate where you email templates are saved
   1. Click the i on the main menu and view the filepath next to Email Template Location
   2. Go to system parameters and check parameter
      1. Access database: EmailTemplateLocation -> direct filepath
      2. SQL database: SharedFileLocation -> email template folder located in filepath
2. Navigate to email template folder using file explorer
   1. 1. Image show default filepath of: C:\StoneEdge\EmailTemplates
         
3. Open an email template with a text editor (like notepad or notepad++)
   1. 1. To create a new email template, create a new .txt file in the folder or copy an existing file
4. Edit email template and “Save” in text editor to save changes
   1. 1. Tags must be used to reference order data fields with double angle bracket
         Ex: <<OrderNumber>>
      2. Review attached excel document for full list of available tags
5. Email template can be tested using Email Template Editor or sending email to self

Extra Settings

Parameters

• AllowDeleteEmailTemplate -> True enables delete button on Email Template Editor screen
• AllowChangeEmailAddress -> True allows email addresses (to and BCC) to be changed before sending email