1. Email Administration Guide
  2. Template Properties

Template Properties

The following fields are grouped under Template Properties:

  • Name (required). For more information, see Fields for the Templates List.

  • Channel Type (required). For more information, see Fields for the Templates List.

  • Template Type. Specify the type of template. This option helps users choose templates with the appropriate function. Default values include Greeting, Body, and Closing. Consider the following points when you specify a template type:

    • A reply message for Siebel Email Response can use all of these template types. Greeting and closing templates are generic in Siebel Email Response. You do not associate them with a category.

    • The Send commands use templates with the Body template type. You associate body templates with a category.

  • Language (required). For more information, see Fields for the Templates List.

  • Locale (required). For more information, see Fields for the Templates List.

  • HTML Template. Select this option to specify that an email or fax template is an HTML template. Do not select this check box if the template is plain text. If this check box is not selected, then any formatting you apply in the Text field is eliminated when you save the template.

    If the HTML Template check box is not selected, then the text is converted to plain text before the message is sent. For information about HTML formatting in the Text field, see Editing and Formatting Controls for Text in Templates.

    This setting and the outbound communications user preference setting for default message format (for Send Email or Send Fax, or for email replies for Siebel Email Response) determine if the template is available for usage. For more information, see Visibility and Access for Templates and Preference Settings for Outbound Communications.

  • Public. Select this option to make this template available for all users to specify when using the template, such as when using the Send commands or when sending email replies. Do not select this check box to make the template available only to the current user and to administrators.