Hi, we have a strong requirment to be able to send emails to our clients with the ability for the email templates to be personalised with data from the data tables, similiar to how TB allows us to send an email on clicking an action button.
So i wondered if it was even possible to create something as per Tim’s post below but allowing the user to select a template to pre-populate the subject and body.
I have ceated a table to store the details of the templates such as subject line and body but i cant see how i would get past the following;
This is working fantastic so far but i have a few improvements i’d like to make and was hoping the more experienced users could help develop this in to a great feature, i could share with the community.
It wont send the email if it is from a user other than myself. - it is my email account that is used in Settings>Email Settings. we are set up using Office365 SMTP. The email log shows an error code 554 when set by a different user.
Merge Tags - i need a more elegant way of allowing a user to choose these and on click have the tag inserted into the subject or body field at the point the mouse was last at.
Sending emails to more than one person - as the email is actually sent as a notification, i see that i can send to more than one person but in my situation we would want to send to all users in a connection field. eg. customers to a mortgage application. I cant see how i can select a connection field or is it possible to add a CC field and have the notification allow this cc field to be used in the To: section of the email notification. (hope this makes sense)
Child tables data - from what i have seen so far i am not sure this can be done but would be great if it could. I’d like to see the functionality of adding multiple records from a child table in the body of the email. In my case it would be mortgage quotes but other case uses could be line items from an invoice, list of documents outstanding for a client etc.
The sample video Moe did was very helpful and in the video it shows a 2 step process to send the email. This created the email and in the ‘Add’ page and then redirects to the ‘Details’ page to finalise and send. This is fine if sending from a parent page but i have also added this feature to a child page and the redirect in the same manner is not available. At present, we create the email, mark it as draft, close the add form and then click the record details button in the table to continue with the email. It’s not actually a big issue but if it could be cleaner then that would make for a better UX.