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UI Steps

The instructions below outline how to set up a design editor for transactional email. For example: Accompanying letter.

UI Step

The operator is able to create a new document type or re-use an existing one and just create a new document model (step 2).

Info
Because one document type enables only one document model with the type "Email," the operator must invalidate an existing "Email" document model before creating a new document model with the new type.


UI Step

 If the operator reuses the existing document type, they invalidate the existing one and create a new one.

The operator has to create a new document model with the type "Design Editor" in order to configure the new designer email template.


UI Step

If the operator does not set up a document template, the system uses the default template. If the operator wishes to customize the standard template, they need to create a new document template.

In the document template screen → A new menu "Template editor" is added. On click the designer editor is loaded and the operator is able to modify the content.

Adding merge tags

To modify the content by using merge tags click on the editable content block and look for merge tags. The system will offer you the ones that are available for his this document type.


UI Step

We recommend the operator validate the new changes to the document template before putting it into use. The contact number selected represents a link to the concrete order number where the information is stored. The system will use this information to generate a test email respecting the configuration, data, and structure of the email template and selected order example.   

 

Validating the email will provide an example as seen below. 





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