You can send your emails more easily and quickly by using the email template plugin.
1. Configure your SMTP
- Click on “User Management” (on the left) to access your user for editing, then fill in the information for your SMTP.
- For more information on how to configure your SMTP, you can access the manual at the following link: Set Up your Organization Information | Cirrus Shield Help (cirrus-shield.com)
2. Create a document in Cirrus Shield to add to the email template
The next step is to add a file in the Document Module. To do this,
- Create a new document in the “Document” module and upload the file to be sent by email (accepted document types: Word or PDF).
- Complete the “Contact” field with the contact to whom you wish to send the document.
- Associate the document with the email template object.
- Click the “Save” button to save the document.
3. Create an email template object
- Access the email template object and click on “New.”
- Fill in all the necessary fields for the creation of your object.
- To choose models that have been previously created, you need to enter their names, separated by semicolons (“;”) in the “Document Template Names” field.
- You can add merge fields for parent fields (Example: {!OwnerId.User.Email}) or for child fields (Example: {!Related__List.Contact.Email}). For child fields, you need to start with “Related__List”.
- Click on “Save” to save your information.
4. Create a file in Cirrus Shield to add to the email template
- Access the email template object to add a file to a specific email template.
- Add the file you want and fill in all the necessary fields.
