Email - Templates

Email - Templates
Name:	Email - Templates
Tech Name:	EmailTemplates
Class Name:	EmailTemplate
Type:	Standard
Template:	Security_groups
Custom Module:	No
Auditable:	No
Importable:	No
Reportable:	Yes
Hide module on Main Page:	No

Short Description

The E-mail Templates module allows users to use pre-designed, freely configurable e-mail templates. Templates can be used anywhere in the system where the user sends emails to other system users.

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Business Description

Overview

The email templates module in our system offers a simple and easy approach to faster creation and sending emails to contacts, contractors and employees of our organization. It provides users with ready-made templates that can be tailored to specific communication needs, saving time and ensuring consistency in messaging. Thanks to this module, users can create reusable templates for various types of e-mail messages, such as welcome messages for contacts, templates with offers for contractors and e-mails sent to employees of our organization.

Fields

The Email Templates module is comprised of multiple fields, each meticulously crafted with a distinct purpose in mind, serving to capture and organize essential email templates-related information. Here is a detailed explanation of each field:

Name		The concise title or description of the email template.
Type		Type of the email template.
Assigned to		The user designated to manage or handle the assigned email template.
Insert Variable		Field in which we add a variable value used in the email template.
Subject		The subject of the email template.
Width Default		Field where the user can change the default width in the email template.
Body		Field in which the user defines the appearance of email template.
Attachments		A field where the user can add an attachment that will be sent together with the email template.
Description		Detailed descriptive content of the email template.
Date Created		The date and time when the email template was initially created.
Date Modified		The date and time when the email template was last edited or modified.

Note: Fields marked with an asterisk are required. Saving the record without providing input to them beforehand won't be possible.

Relations

The 'Email Templates' module is intricately connected with several modules, amplifying its utility across various aspects of organizational management. These related modules include:

• Emails
• Users

Combining the Email Templates module with the Users module significantly streamlines work in the organization. Users can share templates with other users, supporting teamwork and consistency between departments or teams. For example, a recruiter who has created a particularly effective interview invitation template can easily share it with other recruiters to maintain consistency in messaging. It is possible to block the ability to edit the Template by a user other than the one assigned to the Template. You can also use a type or group to restrict the view of Email Template records to different groups of users. For example, recruiters may have access to templates related to candidate communication, and HR managers may have access to templates related to employee onboarding.

Role in the Hiring Process

The Email Templates module plays a important role in the hiring process by providing recruiters with pre-designed email templates tailored for various stages, such as initial outreach, interview scheduling, and post-interview follow-ups. These templates streamline communication, ensuring consistency in messaging and saving time.

Custom Actions

Processes

Related Processes

Related Process Steps

Process	Step Title	Short Description
Administration Guide	Email Settings	Manage outbound and inbound emails. The email settings must be configured in order to enable users to send out email and newsletter campaigns.

Related Features

Affected by

Initiating

Related Integrations

Structure

Fields

Name	Type	Required	Validations	Visible	Editable
Assigned to	relate	No		Yes	Yes
Body	longtext	No		Yes	Yes
Date Created	datetime	Yes		Yes	No
Date Modified	datetime	Yes		Yes	No
Description	text	No		Yes	Yes
Name	varchar	Yes		Yes	Yes
Plain Text	longtext	No		Yes	Yes
Published	varchar	No		Yes	Yes
Subject	varchar	No		Yes	Yes
Text Only	bool	No		Yes	Yes
Type	enum	No		Yes	Yes

Relationships

Laft	Type	Right	Short Description	Relationship
Users	one-to-many	Email - Templates	Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.	Relationship: Users - EmailTemplates