You are here: Email Designer > Email Designer Overview

Email Designer Overview

OVERVIEW

In release 2015 R2, the feature called Email Template Editor was renamed Email Designer.

Contact your Customer Success Manager to upgrade to the latest release of CPQ Cloud.

You can customize the content and design of approval notification and transition rule notification emails by using Email Designer. Using an Email Designer template, you have complete control over the subject and body of all emails that are sent using the template. Transaction and user attribute values can be added to the subject of the email, and images, tables, Loops, Conditions, and additional types of attribute values can be added to the email's body.

You can create multiple, customized templates that can:

Customize your emails with the easy and intuitive Email Designer editor, using its drag-and-drop behavior. You can:

The look and feel of the Email Templates page and the Email Designer editor mirrors the administration experience of the Document Designer.

ADMINISTRATION

ClosedNavigating to the Email Templates Page

To navigate to the Email Templates page:

  1. Click Admin to go to the Admin Home Page.
  2. Click Email Designer under Commerce and Documents.

    The Email Templates page appears.

  3. If necessary, select a different Commerce Process from the Process drop-down.

ClosedUnderstanding the Email Templates Page

Use the Email Templates page to administer Email Designer templates at the list level.

Only Email Designer templates within the Commerce Process that is selected in the Process drop-down appear in the list. The names of deployed templates appear blue, while the names of undeployed (either never deployed or modified since the last deployment) templates appear red.

Click the name of a template to open that template in the Email Designer editor.

Select the Template Selector checkbox for a template to be able to copy the template, delete the template, or check its references.

Hovering over a column name will reveal a Sort By icon. Click the icon to sort the templates by the column data. Click the icon again to flip the direction of the sort.

The Admin Action Bar contains four buttons:

  1. Create: Click to create a new template.
  2. References: Select a template’s checkbox to activate the References button; the button is disabled until a template is selected.

    Click to view the template’s associated Approvers and Steps. The References button will be disabled if multiple templates are selected. For more information, see the Using References section below.

  3. Copy: Select a template’s checkbox to activate the Copy button.

    The button will be disabled if no template is selected. Click to create a duplicate of the last-saved version of the selected template; undeployed changes will still be copied. The admin will have the option of changing the template’s name or language; at least one of these options must be changed, since no two templates can have the same name and language setting. The Copy button will be disabled if multiple templates are selected.

  4. Delete: Select one or more templates’ checkbox(es) to activate the Delete button.

    The button is disabled until a template is selected. Click to delete the selected template(s).


ClosedCreating an Email Designer Template

To create an Email Designer Template:

  1. Click Admin to go to the Admin Home Page.
  2. Click Email Designer under Commerce and Documents.

    The Email Templates page appears.

  3. If necessary, select a different Commerce Process from the Process drop-down.
  4. Click Create.
  5. Enter a Name for the template.
  6. Select a Language for the template or select Multiple if the template will contain translations.

    If you select Multiple, also select a Default Language.

    For more information on handling multiple languages with the Email Designer Editor, see the topic Email Designer: Languages and Translations.

  7. Click OK.

    The Email Designer editor appears.

  8. Optional: Begin adding content to the template. (This can be done later as well).

    The Email Designer editor appears. See Email Designer Editor for more information on creating your template.


ClosedUsing References

The References window on the Email Templates page has two buttons:

Click OK to exit the References window and return to the Email Templates page.


NOTES

RELATED TOPICS

Related Topics Link IconSee Also