Overview

When the Messaging action has been created on a workflow transition, an email is sent to the users referenced in the Roles field on the workflow transition when the object transitions to the next state. The contents of the email are based on the email template selected when the action was created.

User Account Requirements

The user account you use to log into Resolver must have Administrator permission to configure and create email templates.

Related Information/Setup

Please refer to the Using an Organization Logo for Branding Email Templates article for further information on how to use the organization logo to brand email templates.

Please refer to the Popular Markdown Styles article for more information on Markdown Formatting.

Please refer to the Email Template Variables article for more information on adding email variables.

Navigation

From the Home screen, select the Administration Icon.

Administration Icon

From the Administration Settings menu, click the Admin Overview link.

Admin Overview Link

From the Admin: Overview screen click the Email Templates tile under the Communications section.

Email Templates Tile

From the Admin: Email Template screen, click the + Create Email Template button.

+ Create Email Template Button

Note:
All Organizations have two default templates (Assigned and Standard) that are listed on the Admin: Email Templates screen. For more information see the Edit the Default (Standard or Assigned) Templates article.

Creating a New Email Template

From the Email Templates: Create an Email Template screen, enter a unique email template name in the Email Template Name field. An email template name cannot be use more than once.

Email Template Name Field

Enter an email subject in the Email Subject Line field. The subject line entered must be at least 5 alphanumeric characters.
- User can also use the {orgName} variable in the Email Subject Line field to automatically populate their organization's name. The {orgName} variable is case sensitive.

Mail Subject Line Field

Enter a custom message in the Email Body field. The custom message entered in the Emal Body field must be at least 10 alphanumeric characters.

Email Body Field

Type a + sign in the Email Subject Line or Email Body field to embed a field or property variable. Type a field or property keyword after the + sign to narrow the variables list and select a Variable from the dropdown menu to insert it. See the Email Template Variables article for more information on adding email variables, including which fields and properties are supported.

Adding a Variable

Users can apply Markdown Formatting to the text within the Email Body field.

Markdown Formatting

Click the Expand icon under the Basic Markdown Formatting section to view a list of basic formatting commands. For more information applying formatting, see Popular Markdown Styles.

Expand Icon

Click on a Logo option to display your company's logo in the top-left corner of the email template.
- Use Custom Logo: Allows users to update a complete logo for use on the email template. Enter the logo's URL in the Logo Public Logo field to upload the logo.
  - The logo must be in JPEG, JPG, or PNG format.
  - The URL must end in .jpeg, .jpg, or .png.
  - The dimensions of the logo are 150 x 50 px.

Use Custom Logo/Logo Public URL

Use Organization Logo: Allows users to use the organization logo to brand the email template. Please refer to the Using an Organization Logo for Branding Email Templates article for further information.