Since exMon relies on emails to notify users of status changes in the system, being able to customize the emails is very handy. Using the email template designer, users can configure how their emails will look and what information they will include. There are many reasons why this can be useful fx. to highlight the most important information in the email, to incorporate the company logo into the email or to use the company colors.

 

Designer controls

The designer has four primary controls that make creating and configuring email templates easier. These controls are text designer, toolbox, HTML generator and HTML interpreter.

Template text designer is where the user designs the email template. The designer content is a combination of standard HTML and features added into the template by the user.

While user can write these features into the text designer, generally the user will drag the features onto the text designer using the template toolbox. Depending on the type of template user is configuring, the toolbox shows user all the available features for the selected template type.

While user is creating his email template, the HTML generator will try to render the template in the text designer, both allowing the user to see the rendered HTML in the generator as well as preview it in the HTML interpreter.

 

Parent template

Email templates can select another template as their parent. This allows user to create fx. a stylesheet that multiple email templates can select as their parent template, reducing repetition in email templates. Users can also create more complicated email template structures with a template being having another as parent and a third as a child.

When a template has selected it’s parent template, it will recursively replace it’s parent’s content with the content of the child template or adds the child content to the end of the parent template if a content block is missing from the parent template:

Here we see how Child Template inherits “This is parent content” from Parent Template and the background color from Stylesheet.

 

Since neither Stylesheet or Parent Template defines a content block, their respective children are appended to the end of the template.

 

Content preview

Preview content is a small addition to the new template designer that allows you to test your template with static data. This should help the user get an idea of how emails will look using the template.

 

Template type

To simplify email templates it helps set their type. This reduces the number of email templates in the parent template dropdown as only the parent template can only be selected from its own type or the default type. Furthermore, the toolbox and content preview will only show items that can be used by the selected type, reducing the chance of mistakes being made while developing a new email template.