Edit an email template

The powerbox feature can be used when working with email templates. This feature provides the ability to directly edit the formatting and text in an email template, as well as the ability to add links, buttons, appointment options, or images.

Additionally, the XML/HTML code of the email template can be edited directly, via the </> icon. Dynamic placeholders (referencing fields within WindoorERP) are also available for use in the email template.

Powerbox

The powerbox feature is an enriched text editor with various formatting, layout, and text options. It can also be used to add XML/HTML features in an email template. The powerbox feature is activated by typing a forward slash / in the body of the email template.

When a forward slash / is typed in the body of an email template, a drop-down menu appears with the following options:

Structure

• Bulleted list: Create a simple bulleted list.
• Numbered list: Create a list with numbering.
• Checklist: Track tasks with a checklist.
• Table: Insert a table.
• Separator: Insert a horizontal rule separator.
• Quote: Add a blockquote section.
• Code: Add a code section.
• 2 columns: Convert into two columns.
• 3 columns: Convert into three columns.
• 4 columns: Convert into four columns.

Format

• Heading 1: Big section heading.
• Heading 2: Medium section heading.
• Heading 3: Small section heading.
• Switch direction: Switch the text's direction.
• Text: Paragraph block.

Media

• Image: Insert an image.
• Article: Link an article.

Navigation

• Link: Add a link.
• Button: Add a button.
• Appointment: Add a specific appointment.
• Calendar: Schedule an appointment.

Widgets

• 3 Stars: Insert a rating over three stars.
• 5 Stars: Insert a rating over five stars.

Basic Blocks

• Signature: Insert your signature.

Marketing Tools

• Dynamic Placeholders: Insert personalized content.

XML/HTML code editor

To access the XML/HTML editor for an email template, first enter developer mode. Then, click the </> icon in the upper-right corner of the template, and proceed to edit the XML/HTML. To return to the standard text editor, click the </> icon again.

Dynamic placeholders

Dynamic placeholders reference certain fields within the WindoorERP database to produce unique data in the email template.

Dynamic placeholders are encoded to display fields from within the database. Dynamic placeholders can be used in the Body (Content Tab) of the email template. They can also be used in the fields present in the Email Configuration tab, the Subject of the email, and the Language.

To use the dynamic placeholders in the Body of an email open the powerbox feature by typing in / into the body of the email template under the Content tab. Scroll to the bottom of the options list, to Marketing Tools. Next, select Dynamic Placeholder. Then select the dynamic placeholder from a list of available options and follow the prompts to configure it with the desired corresponding WindoorERP field. Each dynamic placeholder will vary in configuration.

Rich text editor

A rich text editor toolbar can be accessed by highlighting text in the email template. This can be used to change the heading, font size/style, color, add a list type, or a link.

Resetting email templates

Should the email template not work because the code has been altered it can be reset to restore it back to the out-of-box default template. Simply click on the Reset Template button in the upper left-hand of the screen and the template will be reset.

Default reply on email templates

Under the Email Configuration tab on an email template, there is a Reply To field. In this field, add email addresses to which replies are redirected when sending emails en masse using this template.

The Reply To field is only used for mass mailing (sending emails in bulk). Bulk emails can be sent in almost every WindoorERP application that has a list view option.

To send mass mails, while in list view, check the boxes next to the desired records where the emails are to be sent, click the Action button (represented by a ⚙️ (gear) icon), and select the desired email option from the Action drop-down menu. Email options can vary by the particular list view and application.

If it is possible to send an email, a mail composer pop-up window appears, with values that can be defined and customized. This option will be available on the Action button on pages where emails can be sent in bulk---for example, on the Customers page of the CRM app. This action occurs throughout the WindoorERP database.

In WindoorERP, multiple events can trigger the sending of automated emails. These emails are known as transactional emails, and sometimes contain links redirecting to the WindoorERP database.

By default, links generated by the database use the dynamic web.base.url key defined in the system parameters. For more information about this, see system parameters.

If the Website application is not installed, the web.base.url key will always be the default parameter used to generate all the links.

For more information about how to configure domains, check out the domain name documentation.

Updating translations within email templates

In WindoorERP, email templates are automatically translated for all users in the database for all of the languages installed. Changing the translations shouldn't be necessary. However, if for a specific reason, some of the translations need to be changed, it can be done.

In order to edit translations, first enter developer mode. Then, on the email template, click on the Edit button, and then click on the language button, represented by the initials of the language currently being used (e.g. EN for English).

A pop-up window with the different languages installed on the database appears. From this pop-up, editing of translations is possible. When the desired changes have been made, click the Save button to save the changes.

In developer mode, the </> icon in the upper-right corner of the template switches to the XML/HTML source and back. This is the real template code: a bad edit can break the email immediately, or silently at the next upgrade.

If a template stops working after an edit, click Reset Template at the top left. It returns to the version WindoorERP ships, and your changes are gone.

The Reply To field on the Email Configuration tab redirects replies when the template is used for mass mailing. Separate several addresses — or placeholders — with commas.

It only applies to bulk sends. To send in bulk, tick the records in a list view, click the (Actions) icon and choose the email option; a composer opens with the template's values ready to adjust.

Automated emails — order confirmations, invoices, reminders — often contain links back into the database. Those links are built from the web.base.url system parameter, which holds a single value. In a database with several companies or websites, every link uses that one address regardless of which company sent the email, unless the record belongs to a website that has its own domain.

Templates are translated automatically into every installed language. When a specific wording has to change:

1. Activate developer mode and open the template.
2. Click Edit, then the language button showing the current language code (for example EN).
3. Edit the translation in the pop-up — the database's default language is shown in bold.
4. Click Save.

The language button only appears when more than one language is installed and you have administration rights.