Creating a Message Template

Before you start

The Manage message templates for email correspondence and reminders permission is required.

Configuration > [Onboarding (Transitions)] Administration > Message Templates

Here's what to do

1. Click Create.
2. Enter a code, name, and description.
3. Select the message template format.
4. Complete the To, Cc, Bcc fields.

   Email-type variables can be copied and then pasted into these fields. Afterward, whenever a message based on the template is sent to the task assignees, the message will also be sent to the individuals who correspond to the email-type variables. You can also enter specific email addresses in these fields.

5. Complete the Subject field. Variables can be copied and then pasted into the field.
6. Click Save.
7. Click Custom Content.
8. Type the content of the message in the text box. You can format the text using the Rich Text Editor. You can also use variables. Simply select a variable, then drag and drop it in the desired area.
9. Create a link within the body of the message that the recipient can use to visit the partner's Web site.
   1. Write some text for the link. For example, visit our partner ABC.
   2. Select the text then click the Insert or edit link icon.
   3. On the Link Info tab, select URL, select the http:// protocol and enter the {ServiceURL.ExternalServiceUrl} variable.
   4. On the Target tab, select the Open in New Window option if the destination page is to open in a new browser window.
   5. Click OK.
10. Click Save.
11. To add an attachment, click Add next to Attachments.
12. Enter a code.
13. Click Browse to select a file.
14. Click Save.
15. Click Activate.