{"id":7854,"date":"2023-08-23T09:30:55","date_gmt":"2023-08-23T08:30:55","guid":{"rendered":"https:\/\/help.cirrus-shield.com\/?post_type=docs&#038;p=7854"},"modified":"2023-11-01T15:34:46","modified_gmt":"2023-11-01T14:34:46","slug":"email-template","status":"publish","type":"docs","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/admin-guide\/plugins\/email-template\/","title":{"rendered":"Email Template"},"content":{"rendered":"\n<p>You can send your emails more easily and quickly by using the email template plugin.<\/p>\n\n\n\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>1. Log in to Cirrus Shield to set up the Email connector.<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access the Configuration Menu (by clicking on your name at the top right).<\/li>\n\n\n\n<li>Then click on &#8220;Extensions&#8221; (on the left) &gt; New &gt; Email Templates &gt; Install.<\/li>\n\n\n\n<li>Enter your Cirrus Shield credentials (username and password).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"961\" height=\"559\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/08\/image-2.png\" alt=\"\" class=\"wp-image-7855\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/08\/image-2.png 961w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/08\/image-2-300x175.png 300w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/08\/image-2-768x447.png 768w\" sizes=\"(max-width: 961px) 100vw, 961px\" \/><\/figure>\n\n\n\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>2. Guide to add a new object to be related to email template:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access the Configuration Menu (by clicking on your name at the top right).<\/li>\n\n\n\n<li>Click on \u201cObjects\u201d (on the left menu)<\/li>\n\n\n\n<li>Find the Email Template object and click on details<\/li>\n\n\n\n<li>Then, click on Custom Fields<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/10\/99-1-1024x512.png\" alt=\"\" class=\"wp-image-8372\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/10\/99-1-1024x512.png 1024w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/10\/99-1-300x150.png 300w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/10\/99-1-768x384.png 768w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/10\/99-1-1536x768.png 1536w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/10\/99-1-2048x1024.png 2048w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/10\/99-1-1080x540.png 1080w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on details on the field &#8220;ObjectName&#8221;&nbsp;<\/li>\n\n\n\n<li>There, add a new picklist value by clicking on the blank page icon<\/li>\n\n\n\n<li>Type the technical name of the related object in the text area<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"508\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/email-template-add-object-1-1024x508.png\" alt=\"\" class=\"wp-image-8716\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/email-template-add-object-1-1024x508.png 1024w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/email-template-add-object-1-300x149.png 300w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/email-template-add-object-1-768x381.png 768w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/email-template-add-object-1-1536x762.png 1536w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/email-template-add-object-1-1080x535.png 1080w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/email-template-add-object-1.png 1916w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>&nbsp;Once done, click on save.&nbsp;<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":1363,"menu_order":4,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"doc_tag":[],"class_list":["post-7854","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/7854","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/comments?post=7854"}],"version-history":[{"count":4,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/7854\/revisions"}],"predecessor-version":[{"id":8718,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/7854\/revisions\/8718"}],"up":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/1363"}],"next":[{"title":"Mailchimp","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/admin-guide\/plugins\/mailchimp\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/7936"}],"prev":[{"title":"Calendly","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/admin-guide\/plugins\/calendly-integration\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/6385"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=7854"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=7854"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}