Creating a New Email Template
Workflow Manager 2014
You can create a new email template by clicking Add on the Email Template Administration page.
The Email Template Details page, where you enter and format text, includes a powerful text editor that provides not only a WYSIWYG design view but also an HTML code view.
Note: In previous releases, email templates were stored on the Workflow Manager server in the Workflow Manager\wwwroot\EmailTemplate directory, and to add a new email template, you would just copy and edit one of the existing text files in that directory. Starting with Workflow Manager 2013 R2, the email template text files are stored in the Workflow Manager database, and you must use the Workflow Manager interface to create a new email template, as described in this section.
To create a new email template, perform the following steps:
To create a new email template:
|
1.
|
In the navigation bar, open the Administration group and click Email Templates in the Environment Settings subgroup. The Email Template Administration page appears, and lists all existing email templates. |
|
2.
|
Click Add. The Email Template Details page opens, displaying an empty text editor window. |
The text editor on the Email Template Details page provides the following views:
|
•
|
Design—Displays an editable view of the text, tables, and images of the email template. Design view gives you an idea of how the email will look when it is opened by the recipient, but it is not rendered accurately: table cell borders are visible, and not all embedded CSS styles are applied. |
|
•
|
HTML—Displays an editable view of the HTML code of the email template. |
|
•
|
Preview—Displays a non-editable preview of how an email created using this template will look when it is opened by the recipient. Table cell borders are not visible, and embedded .CSS styles are applied. |
You switch between these three views by clicking on the tabs at the bottom of the window:
|
3.
|
The Template Name field, enter a name to identify this email template. |
|
4.
|
The Subject field lists the contents of the email’s Subject line. Enter text that describes the purpose of this email and prompts email recipients to take action. |
|
5.
|
Enter the text that you want to include in this new email template in one of the following ways: |
|
•
|
Copy text from Word into the Design view—If the text that you want to include in this new email template already exists in a Word document, you can copy and paste it into the Design view using one of the following toolbar buttons: |
|
•
|
Paste from Word—Use this toolbar button to strip web-unfriendly tags from text that was copied from Word to the clipboard, and then paste it at the insertion point. The pasted content will be rendered very similarly to the way it was displayed in Word. but when it is viewed in the HTML view, the HTML code will be relatively “clean”. See Paste from Word for more information. |
|
•
|
Paste from Word, Strip Font—Use this toolbar button to strip all Word-specific tags from text that was copied from Word to the clipboard, including font names and text sizes, and then paste it at the insertion point. The pasted text will not use the same fonts and text sizes as the Word document, but it will still contain the formatting defined the Word document, such as tables and headings. See Paste from Word (Strip Font) for more information. |
|
•
|
Copy code from an HTML editor—If the text that you want to include in this new email has already been formatted as HTML, open the HTML file in your HTML editor in “code” view, copy the entire HTML page, and then paste the code into the HTML view of the text editor window. |
Note: Make sure that any .CSS styles that are used in this HTML code are embedded in the <head> section of the HTML page. While you are permitted to link to an external .CSS file in an email template, if that .CSS file is not available to the person opening an email created using this template, the email will not be rendered correctly.
Note: You also have the option of copying and pasting HTML code directly into the Design view using the Paste HTML button in the toolbar. The Paste HTML dialog box opens, where you paste in the code, which is then rendered in the Design view.
|
•
|
Enter text directly or paste plain text into the Design view—You have the option of entering text directly or pasting plain text into the Design view of the text editor. This method is suitable when entering small amounts of text. However, if you are entering multiple paragraphs of text, the other methods are recommended because text entered as HTML code is easier to format. |
|
7.
|
Enter tables, images, or flash movies, as described in: |
|
9.
|
In the Remarks field, enter notes or comments to identify the purpose of this email template, if desired. |
|
10.
|
Click Add to create the new email template. |
See Also
Customizing Email Templates
Open topic with navigation