Customizing Email Templates
Would you like all EZOfficeInventory alerts and emails to include more detail about your company? Maybe you’d like your internal communications to have more of a personal flair, or want to direct employees to the next steps related to a particular event. To this end, you can create custom email templates to tweak your email-based communication with your staff. These templates can be used for actions that generate emails.
To do this, you’ll first have to enable it from Settings → Add Ons → Email Templates.
The Alerts Page
This is where you manage alert settings. You can choose email formats – for each subscribed event, for example, or just a cumulative digest summing up a recipient’s daily EZOfficeInventory activities. You can subscribe to events by checking the boxes next to alert types under ‘Actions that Generate Emails’.
Customization does not apply for email digests, which is why you will have to have ‘Email for each subscribed event’ checked.
You can also select the groups and locations you would like to send alerts out for.
The Email Templates Page
To add a custom template, go to Alerts → Actions that Generate Emails. You’ll see a list of alert types followed by their email templates. Simply click ‘Add New’ to get started (see image below).
This will take you to the Email Templates page. You can also access this through Settings → Add Ons → Click here to configure Email Templates. You can click Filter on the top right to filter templates according to the action type.
You can now either add a new email template or edit a template you’ve previously customized (explained in a subsequent section).
Adding a New Template
Clicking the ‘Add Email Template’ button on the Email Templates page will bring up an overlay prompting you to build your custom template.
You can choose what to call it, the subject that will appear in all internal communications, and the action upon which the alert will be created (see image below). You can use placeholders to draft very specific emails for your staff. These contain dynamic data such as asset name, member, check-in due date, etc. Of course, these will be different for each template type.
Note: Choosing the ‘Custom Attribute Values’ placeholder will include all custom attributes associated with a particular item in the email.
When you’re done, simply click ‘Create Email Template’. Be sure to activate your template from the template detail page to kick off the alert (see image below).
Editing Previously Customized Templates
Clicking on an already existing template e.g. ‘Retiring Assets’ on the Email Templates page allows you to access the template detail page at a later date.
You can easily edit and delete templates here, as well as switch to the original template.
Switching between Custom Templates
If you have multiple templates for a particular action, you can easily switch between them by clicking ‘Change’ in Alerts → Actions that Generate Emails.
This brings up an overlay where you can choose a different custom template or revert to the default.
Customizable Email Template for Date Alerts
You can also customize email templates for the ‘Date Alert’ custom field. To create this, go to More → Custom Fields → Add Custom Field, then choose the alert as follows:
You can now add a new Email Template and choose the relevant custom field from the ‘Template Type’ drop-down to begin customizing your email.
Alerts and Members
All confirmed members receive emails based on their selected actions of interest, for example checkout, checkin, etc. Staff members receive emails they’ve subscribed to only when they’re involved in the action, while administrators receive emails for all actions across the company. For more details, click here.
Share your Queries
For more assistance, drop us an email at email@example.com. You can also share your ideas on our Community Forum or visit our blog for detailed support posts on our equipment management software.