Setting Up Email Templates

This chapter provides an overview on setting up email templates for dashboards and discusses how to initiate an email template setup.

Setting Up Email Templates for Dashboards

This section provides an overview and lists a prerequisite for setting up email templates for dashboards.

Understanding Email Template Setup for Dashboards

To use email templates in dashboards, you must first set them up using the correspondence management functionality within the PeopleSoft CRM system.

Within correspondence management, templates are associated with usages that determine which contexts are valid for the template. To make email templates available from within the dashboard system, identify the usages that are valid for each dashboard application. These can be the same usages that you use in your PeopleSoft system, or you can create new usages specifically for the dashboard applications.

Usages ensure that templates are invoked only from contexts where their tokens (variables to provide the recipient with useful contextual information) can be resolved. In the dashboard system, token resolution is limited to only those values that are available in the fact table that is the basis for the report from which the email is sent.

When a token exists in the template but is not available in the fact table, the system leaves the value blank. If there are multiple recipients, the system resolves the tokens separately for each recipient (for example, Dear Mary Stewart, Dear John Smith, Dear Randy Jones, and so on).

Within the dashboard system, the action pages where users can send email provide lists of templates with the appropriate usage. In some situations, you may want to set up more than one usage for a dashboard application. For example, not all Support Case templates are valid in every Support Case email situation. In this occurs, you don’t want all usages to be included in the drop down list menu on the action page. You can use the usage values on your action page to filter which templates are available for the current report.

When a user submits correspondence from the dashboard system, the complete email message is sent from the dashboard back to the PeopleSoft CRM database, where it goes through normal correspondence management processing-including the creation of an interaction.

Prerequisite

Create the usages that are to be associated with your dashboard applications. To create a usage, go to Setup CRM, Common, Correspondence, Usage.

When you define a usage, you identify the component from which that usage is valid. If your template will be used in both your CRM application and the dashboard, select the actual component in the Component Name field on the Usage page.

For a dashboard-specific usage, however, there's not a component associated with dashboard context. In this situation, enter RBD_INSTALL in the required field so that you can save the usage definition.

Setting Up Email Templates for Dashboards

To set up email templates for dashboards, use the Email Templates (RBD_EML_TMPL) component.

This section discusses how to set up email templates for dashboards.

Page Used to Set Up Email Templates for Dashboards

Page Name	Object Name	Navigation	Usage
Email Templates	RBD_EML_TMPL	Set Up CRM, Product Related, Dashboard, Email Template	Assign email templates to content areas and usages.

Setting Up Email Templates for Dashboards

Access the Email Templates page

Content Area

Select the content area or dashboard for which you want to use a correspondence template.

Usage

Select the usage that identifies valid email templates for the selected content area. To create a new usage, go to Set Up CRM, Common Definitions, Correspondence, Usage.

Content Area	Select the content area or dashboard for which you want to use a correspondence template.
Usage	Select the usage that identifies valid email templates for the selected content area. To create a new usage, go to Set Up CRM, Common Definitions, Correspondence, Usage.