Email Templates

An email template is a pre-formatted email that you can use to send emails quickly and easily for IENT platform features such as delegation, data imports and user creation. You can use this feature to standardize your communication, ensure consistency and enhance productivity. The following features are available for email templates:

For the smooth functioning of a tenant, some mandatory templates are provided when a tenant is created. Some of these templates are:

• ASSIGN_USER_EMAIL_TEMPLATE Problem Case Assigned

• DELEGATE_EMAIL_TEMPLATE Delegate Access

• END_DELEGATE_EMAIL_TEMPLATE End Delegate Access

• EXPORT_EMAIL_TEMPLATE_FAILURE Import Tenant Data Failed

• EXPORT_EMAIL_TEMPLATE_SUCCESS Imported Tenant Data Successfully

• IMPORT_REQUEST_APPROVED_TEMPLATE Data Import Request Approved

• IMPORT_REQUEST_REJECT_TEMPLATE Data Import Request Rejected

• IMPORT_REQUEST_TEMPLATE Data Import Request Received

• KEYCLOAK_USER_EMAIL_TEMPLATE KeyCloak User Created

• OWNER_USER_EMAIL_TEMPLATE Problem Case Ownership

• SUPPLIER_USER_EMAIL_TEMPLATE Supplier name changed

• USER_EMAIL_TEMPLATE User Created

Create Email Templates

Other than the existing email templates, you can further create your own email templates and share them with other tenants within your organization. 

To create a new email template:

1. Login to the IENT Application.

2. Click on Settings > Email Templates.

   

   

3. Click on the + button on the top right corner.

4. Update the following details of your template:

• Template Name: Give the new template a name.
  Note: This is a mandatory field.

• Subject: Add an email subject to your template.
  Note: This is a mandatory field.

• Body: Add the body content to your email template. You can use ${} to incorporate variables into the content (Example: ${username}).^[1]
  Note: This is a mandatory field.

• Header Image: You can upload an image for your email’s header.

• Footer Image: You can upload an image for your email’s footer.

5. Click on Submit.

Note: To configure the global search configuration for the email template, click Config on the kebab menu icon on the top right corner of the screen. See here how to configure a module for global search.

Delete an Email Template

To delete an email template:

1. Login to the IENT Application.

2. Click on Settings > Email Templates.

   

This will display all the created email templates.

3. To delete a template, select the template, click on the kebab menu icon and then click Delete.

4. Confirm the deletion by clicking on Yes.

Download Email Templates

To download a list of email templates:

1. Login to the IENT Application.

2. Click on Settings > Email Templates.

3. Select the emails templates, and click on the kebab menu on the top right corner of the screen and select Download Options. You can download the list of templates as needed:

• Download as PDF: Export all the selected records in the data table in PDF format.

• Download as CSV: Export all the selected records in the data table in CSV format

Export Email Templates

When you create an email template on your IENT account, you can export this template to another tenant account that belongs to your organization. 

To export all email templates:

1. Login to the IENT Application.

2. Click on Settings > Email Templates.

3. Click on the kebab menu on the top right corner of the screen and select Export to Tenant.

4. From the list, you can select the tenant that you want to export all your templates.

The selected tenant will have to approve the import request through their account. See here for more details on how to approve data import requests.