Customizing Email Templates

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.

Alerts

You can also select the groups and locations you would like to send alerts out for.

 Group and location alerts

The Email Templates Page

To add a custom template, go to Alerts → Alert Type. You’ll see a list of alert types followed by their email templates. Simply click ‘Add New’ to get started (see image below).

Add new email template

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.

Add new 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. For a list of all possible placeholder options in EZOfficeInventory alerts, click here.

Note: Choosing the ‘Custom Attribute Values’ placeholder will include all custom attributes associated with a particular item in the email.

placeholder

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).

Activate email template

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 on the drop-down menu in Alerts → Alert Types.

Switching between templates

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:

Date Alert

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.

Drop down date alert

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 info@ezofficeinventory.com. You can also share your ideas on our Community Forum or visit our blog for detailed support posts on our equipment management software.

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