Kavi® Showcase Help

Chapter 66. Add an Email Template

Overview

The Add an Email Template tool is used to create custom email templates for use in Kavi Showcase email tools. Email templates may be scheduled to be sent automatically when a certain kind of event occurs through the Manage Email Schedule tool, which can also be used to add email templates.

Use the Add an Email Template tool to:

Add email templates so they can be used by for scheduled email.

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How to use the Add an Email Template tool

Select the object that the email is about, then set template details. Be sure to press Save on the Preview step to save the template.

About

Read the instructions displayed on the tool page and select the object that lists the event this email is about.

Details

Set the template name, provide a subject line and compose a message. Click Preview to see how an email based on your template will look.

Options

Template Name

Enter a name for your template.

Subject

Enter the value you want to appear in the Subject field of email based on this template. You may use any of the variables listed in the 'Variables' section of the tool page.

Text

Enter the message you want to appear in the body of the email. You may use any of the variables listed in the 'Variables' section of the page.

Variables

A list of available template variables.

Preview

Your template is displayed with real values substituted for variables so you can see how your template will look. If you want to view it with a different set of values or have any changes to make, click the Back button, then click Next when you are ready to return to the Preview step. Click Save when you are ready to save your template.

Done

Your template has been saved and is immediately ready for use with the Manage Email Schedule tool set. Click Add Another if you want to add another email template.

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