Email Templates
Main Screen
A Triggers option is available in the Select Template Type field in Marketing > Setup > General Setup > Triggers & Templates > Email Templates. Use this option to create new email templates for Triggers.
Add Screen
When you select the Triggers option on the Email Templates screen and then click the Add button, you are taken to an Add screen. You can use this screen to create a new email template for Triggers.
Field Definitions
Field | Description |
Template | Enter the name you want to use for the Trigger template. |
Description | Enter a brief description of the Trigger template. |
Comments | If needed, add any comments that relate to the Trigger template. |
Subject | Enter the subject to be used for this Trigger template. You can enter merge fields in this field by surrounding the field with brackets {}, as demonstrated in the sample below.
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Message | Enter the email message for this Trigger template. You can enter merge fields in this field by surrounding the field with brackets {}, as demonstrated in the sample below.
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Triggers
Menu Option
A Triggers function is available as a menu option in Marketing > Setup > General Setup > Triggers & Templates. This function allows you to add, update, or delete triggers.
Main Screen
When you select the Triggers menu option, a main screen appears. This screen lets you add, update, or delete triggers, as needed.
Column Definitions
Name - The name of the trigger
Table - The table where the trigger is stored
Email Template - The name of the email template being used for the trigger
Detail Screen
When you click the Add button on the Main Trigger screen, a Detail screen appears. You can fill in or update the trigger's information on this screen.
Field Definitions
Trigger Name - The name of the trigger.
Select Email Template - This lookup field allows you to select an email template previously added in Email Templates
Table - Select a table available on the list, from which the trigger can be started. Examples of tables you can choose from are Opportunities, Contacts, Events, Journals, etc.
New/Deleted/Update Record - Select one of the following tickboxes
New Record - creates a new record
Deleted Record - deletes an entire record
Update Record - updates an existing record
Field Triggers/Calc/Value - Select the field triggers, which are a set of fields (listed below) that determine the criteria to use for getting the email notification.
Select Field - select the field to be used as a trigger
Calc - select the calculation to be used, such as Equal To
Value - select the field value
For example, the email notification will be sent only if the kco company (kco) is Equal To the Value of 80, and the Revenue Reserve % (mkm_reserveperc) is Less Than the Value of 50.
đNote: After you fill in the Calc/Value fields on a row and press Enter, a new row is automatically added for the next selected field. The Maximum amount of allowed field numbers is 20.
Send To - The fields in this area (shown below) allow you to select from a list of options to determine which role types and personnel should be notified.
Opportunity Roles - Select the types of roles to which the email should be sent. This field only appears when Opportunities is selected in the Table field.
Personnel - Select from a list of personnel to whom the email should be sent.
An example of how this area appears is shown below.
If = Then - Select the conditional fields, which are a set of fields (listed below) used to determine the criteria that must be met in order to receive the email notification.
If - select the field to be used as the first condition
= - enter the second condition, which determines what the first condition (If) should be equal to
Then - select the name of the user to be used if both conditions above are met
For example, if the employer (pij_employer) is equal to (=) to Another User, Then the Employer with user ID katrey (katrey) receives an email notification. Also, if the Journal text (mkj_text) is equal to (=) to This is a test only, Then user sabstr also receives an email notification.
đNote: After you fill in the If=Then fields on a row and press Enter, a new row is automatically added for the next selected field. The Maximum amount of allowed field numbers is 20.
Additional Emails - This is a list of email addresses that will be included in the email notification. It must contain a semicolon between each email address.
CC - The fields in this area (shown below) allow you to select from a list of options to determine which role types and personnel should be sent a copy (CC) of the email.
Opportunity Roles - Select the types of roles to which a copy of the email should be sent. This field only appears when Opportunities is selected in the Table field.
Personnel - Select from a list of personnel to whom a copy of the email should be sent.
An example of how this area appears is shown below.
