Help Center/ KooMessage/ User Guide/ Using the Email Message Service/ Creating a Sender Template
Updated on 2024-11-14 GMT+08:00
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Creating a Sender Template

A sender template is the content of an email received by the recipient.

You can create a sender template or use the built-in public templates.

Precautions

When the Email message service is enabled, the operations personnel configure if the industry the enterprise belongs to is classified as a sensitive industry.

  • Enterprise is in a sensitive industry: After an email template is created, it is automatically submitted for approval and can be used only after being approved by operations personnel.
  • Enterprise is in a non-sensitive industry: After an email template is created, it is automatically approved (not being approved by operations personnel).

My Template

You can create a sender template as required. You can also filter the created sender templates by Template Name, Template ID, Status, and Created.

When you move the cursor to the new template, the Preview, Delete, and Copy menus are displayed.

Creating a Template

  1. Log in to the console and choose KooMessage.
  2. Choose Email Messages > Sender Templates. The Sender Templates page is displayed.
  3. Click the My Template tab.
  4. Click New Template.
  5. Enter the sender template information, as shown in Table 1.

    Table 1 Sender template information

    Parameter

    Description

    Template Title

    Mandatory.

    Enter a template title.

    Body Type

    Mandatory.

    Select Rich Text or Plain Text as required.

    Email Body

    Mandatory.

    • This parameter is displayed when Body Type is set to Rich Text.

      Enter the body as required. You can add dynamic parameters, hyperlinks, images, and tables. The rich text toolbar is shown in Figure 1.

      Figure 1 Rich text toolbar
    • This parameter is displayed when Body Type is set to Plain Text.

      Enter the body as required. You can add dynamic parameters.

    The email template contains dynamic parameters, which are replaced with the actual values when an email is sent.

    Dynamic parameter rules:

    • The sign {{ }} is used to identify dynamic parameters. Example: {{parameter name}}.
    • Use max 15 parameters. Give them unique names with only letters, digits, and underscores (_).
    • Do not contain only digits, or start with a digit or underscore (_).

    Support Unsubscription

    Select or deselect this option as required.

    • Selected: Unsubscription is supported. The system adds an unsubscription link to the email body. After receiving the email, the recipient can click the link for unsubscription.
    • Deselected: Unsubscription is not supported. The system does not add any unsubscription information.

    Upload HTML File

    This parameter is displayed when Body Type is set to Rich Text.

    Click to upload a local HTML file. The file will be displayed in Email Body, and can be edited as required.

    The uploaded HTML file will overwrite the existing content of Email Body in Rich Text.

  6. Click Preview in the upper right corner to preview template, and click Submit.

    On the Sender Templates page, view the new template. The following information is displayed:

    • If the enterprise is in a sensitive industry, the template status is Approving. After the template is approved by the operations personnel, the template status changes to Approved.
    • If the enterprise is in a non-sensitive industry, the template status is Approved.

Public Templates

The system provides various built-in templates for reference. You can filter templates by Template Name or Template ID.

When you move the cursor to a template, the Preview and Copy menu is displayed.

Related Operations

  • Previewing a template: Move the cursor to a template and click Preview to preview the template.
  • Deleting a template: Move the cursor to a template and click Delete. In the displayed dialog box, click OK.
  • Copying a template: Move the cursor to a template and click Copy to enter the New Template page. For details, see 5 to 6.