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Occasional contributor

Different email templates for differnet products or part numbers

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Hello Communtiy,

I've a question about the email templates. Is it possible to send different emails based on the part number or based on product?

Thank you for your feedback.

Best regards

Kerstin

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Revenera

Re: Different email templates for differnet products or part numbers

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Hi Kersten - 

You may use one template and format the template by using the email template "merge tags".  This will allow you to pull in verbiage for specific "scenarios.  Using the HTML code, you wold combine that with "if" statements (or you may use what ever command you need) when formatting the template.

An example:

Thank you for your ABC software order. This email confirms receipt of your order and provides you with the [[IF TAG="PartNumber" VALUENOT="Widget1"]]associated Activation ID(s) for your licenses and [[END IF]]link to access software downloads. Your use of the software is subject to your agreement of the terms and conditions of any end user license agreement associated with the software and may not be copied or further distributed unless authorized by ABC Company.

In this example, the verbiage "associated Activation ID(s) for your licenses and " into the template so long as the partnumber value is NOT Widget1

How to view the merge tags:

Go to an email template

open the template

Click on "Edit"

Edit content (will either say LIVE or DRAFT).  

Scroll to below the HTML "input" boxes and you will see the merge tags available.

**I would suggest you do this in your UAT environment for testing and then you may copy and paste that to production.

View solution in original post

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Highlighted
Revenera
Revenera

Re: Different email templates for differnet products or part numbers

Jump to solution

Hi Kersten - 

You may use one template and format the template by using the email template "merge tags".  This will allow you to pull in verbiage for specific "scenarios.  Using the HTML code, you wold combine that with "if" statements (or you may use what ever command you need) when formatting the template.

An example:

Thank you for your ABC software order. This email confirms receipt of your order and provides you with the [[IF TAG="PartNumber" VALUENOT="Widget1"]]associated Activation ID(s) for your licenses and [[END IF]]link to access software downloads. Your use of the software is subject to your agreement of the terms and conditions of any end user license agreement associated with the software and may not be copied or further distributed unless authorized by ABC Company.

In this example, the verbiage "associated Activation ID(s) for your licenses and " into the template so long as the partnumber value is NOT Widget1

How to view the merge tags:

Go to an email template

open the template

Click on "Edit"

Edit content (will either say LIVE or DRAFT).  

Scroll to below the HTML "input" boxes and you will see the merge tags available.

**I would suggest you do this in your UAT environment for testing and then you may copy and paste that to production.

View solution in original post

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Occasional contributor

Re: Different email templates for differnet products or part numbers

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Thank you very much for your Feedback 🙂
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