Create a Classic Email Template
Go to Setup —> Classic Email Templates
To create a New Template, press the New Template button and it will let you choose what type of email template you would like to create.
You can choose the type of email template you would like to create.
In this example we will choose Custom.
Then click Next.
Fill-in the necessary fields.
Be sure to check the Available For Use checkbox to make the template available.
Email Template Name - Put your desired Template Name and the Template Unique Name will be populated automatically.
Encoding: Choose General US and Western Europe.
Description and Subject - The Internal Description and Subject of your Template.
Click Next when done.
Subject - Enter the Subject that will be used when the email is sent out.
Email HTML Body - The content of your template.
Save template when done
We have a tutorial video that you can refer easily on “How to add dynamic content into the body of the Receipt.”
Option To Clone
Alternatively you can Clone the generic receipt template that is included in the ProntoPlus Package, and edit it, as a base-line.
To show all the templates in ProntoPlus Package, change the folder view and select ProntoPlus.
Choose one receipt to clone by clicking its name.
Click the Clone button.
This is what it looks like after you clicked.
You can customise the Folder, Template Name and Description. In this example I will change the Template Name and Description. Then hit Save button when done.
You can now see the template is created through cloning.
Editing an ATS Template
When you are using an HTML or Custom ATS Template, when you edit the template, you need to edit both the HTML and the Text Versions.
Steps in Editing the HTML Version
Go to Classic Email Template and choose a template to edit.
Click Edit HTML Version button.
You can edit the HTML Body and Save when done.
Steps in Editing the Text Version
Once you have finished editing the HTML version, this will copy and overwrite all the Text Version content from the HTML Version.
Choose an email template to edit. Once opened,
Click the Edit Text Version button.
Click the Copy Text From HTML Version.
A Notification will show above, hit the OK button.
And click Save when done.
Creating ProntoPlus ATS Templates
Once the template has been created in Classic Email Templates, you are now ready to create a New ProntoPlus ATS Template, pointing out the created template from setup and then ProntoPlus will recognise it.
- In the App Launcher Type and open the Receipt Templates (PPlus) Tab.
- Add new template by clicking the New Button.
- Choose ATS as the Record Type for the email template.
- Select the Email Template first, using the magnifying glass to find the name of the template you’ve created in Classic Email Templates.
- Receipt Template Name: the receipt template name
- Receipt Email Subject: if you want a custom receipt email subject, enter it here
- Sender’s Org-Wide Email Address ID: used to specify the ID of the sender email of the receipts.
- Click the Save button when done.
Now that you have set up the ProntoPlus Receipt Template and the Classic Email Template, you can select this template in either the ProntoPlus Settings or on the Opportunities.