3454951 - Creating Email Templates

• How to create Email templates
• The SAP Service Cloud Version 2 administrator can configure different types of email response templates, for example:
  • Response from support teams
  • Signature for service team and team member information
  • Branding for creating a custom brand-themed email response
  • Campaign for newsletters and surveys
  • Approval Response
  • Approval

• SAP Service Cloud Version 2 1.0
• SAP Sales Cloud Version 2 1.0

How to

1. Maintain an email channel per your requirements
2. Create you email template per your requirement
   1. Go to your user profile and select -> Settings -> Emails -> Templates
   2. Select the create icon (+) at the top to create a new template.
   3. Enter a template name followed by the template type and channel type.
      • This step is crucial as only templates defined for corresponding objects are accessible during Autoflow rule creation.
      • For example, when creating an Autoflow rule for a case entity, if there's no template defined for cases, that template won't be available for selection.
      • The same principle applies to all other entities, such as Tasks, etc.
      • Enter more details about this template in the description field.
   4. Create and upload your HTML template file (offline) and save your template.
      • When using placeholders, only use the ones available in the Placeholder tab
      • Depending on the complexity of the attributes used, you may need to modify the template accordingly.
      • For example, see KBA's:
        • 3452302 - Response template placeholder not working
        • 3434774 - Placeholder in Email Template is not populated with Desired Value
3. As a prerequisite to configuring email templates, you need to allow the MIME type text/html in the application. You can do this through -> Settings ->  Data Administration  -> MIME Types for Attachments. 

• 3452302 - Response template placeholder not working
• 3434774 - Placeholder in Email Template is not populated with Desired Value
• 3436517 - How To Use {{uiLink}} Placeholder for Approval Template
• 3347427 - Unable to See Text Content Added to Email Body when Using Templates in Cases

Email channel, Email template, User profile settings, Autoflow rule creation, Template types, Channel types, Placeholder usage, HTML template, Template modification, MIME types, Data administration, Configuration prerequisites, Template description, Template creation , KBA , CEC-CRM-EML , Emails for SAP Sales/Service Cloud , CEC-CRM-AFL , Autoflow for SAP Sales/Service Cloud , Problem