Email Templates let the user create preset layouts that define the content and layout of emails sent as confirmations, cancellations, and reminders.
These templates are referred to in various settings in the solution, for example in status and reminder settings.
The table below lists and describes the fields on the Email Templates Card:
| Field | Description |
|---|---|
| Code | A unique ID for the template. |
| Description | General description. |
| Subject Script | The script template that defines the actual content of the email subject. |
| Body Script | The script template that defines the actual content of the email body section. |
| Attachment Report | The object ID of the report to process and attach as a PDF document with the email. |
| Send From | Defines where this email template can be used: from activity, reservation, or membership. |
| Send From Filter | Defines further where the email template can be used, that is which activity types or reservation types, depending on the Send From setting. |
| Open Email Dialog | Specifies if the email should be opened and be editable prior to sending. |
You can use the actions Edit Subject Script and Edit Body Script to edit the scripts.
Note: The script templates are label templates and are shared with the label mechanism to define the fields and layout of the email content. So prior to editing the scripts, the user must set the Subject Script and the Body Script fields in order to set the label template to be used. Once this is done, the user can actually modify the scripts, if needed.
See the Label Types for more information on the scripts.