{"id":8260,"date":"2023-09-19T12:37:48","date_gmt":"2023-09-19T11:37:48","guid":{"rendered":"https:\/\/help.cirrus-shield.com\/?post_type=docs&#038;p=8260"},"modified":"2023-11-01T15:30:08","modified_gmt":"2023-11-01T14:30:08","slug":"email-template","status":"publish","type":"docs","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/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. Configure your SMTP<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on &#8220;User Management&#8221; (on the left) to access your user for modification, then fill in the information for your SMTP.<\/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\/09\/1-1-1024x512.png\" alt=\"\" class=\"wp-image-8319\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/1-1-1024x512.png 1024w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/1-1-300x150.png 300w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/1-1-768x384.png 768w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/1-1-1536x768.png 1536w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/1-1-2048x1024.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><div class=\"group w-full text-token-text-primary border-b border-black\/10 dark:border-gray-900\/50 bg-gray-50 dark:bg-[#444654]\"><div class=\"flex p-4 gap-4 text-base md:gap-6 md:max-w-2xl lg:max-w-[38rem] xl:max-w-3xl md:py-6 lg:px-0 m-auto\"><div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 md:gap-3 lg:w-[calc(100%-115px)]\"><div class=\"flex flex-grow flex-col gap-3\"><div class=\"min-h-[20px] flex flex-col items-start gap-3 overflow-x-auto whitespace-pre-wrap break-words\"><div class=\"markdown prose w-full break-words dark:prose-invert light\">Click on &#8220;User Management&#8221; (on the left) to access your user for modification, then fill in the information for your SMTP.<\/div><\/div><\/div><\/div><\/div><\/div><\/li>\n<\/ul>\n\n\n\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>2. Create a document in Cirrus Shield to add to the email template<\/strong><\/p>\n\n\n\n<p>The next step is to add a file in the Document module. Here&#8217;s how:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a new document in the &#8220;Document&#8221; module and upload the file you want to send by email (accepted document types: Word or PDF).<\/li>\n\n\n\n<li>Fill in the &#8220;Contact&#8221; field with the contact to whom you want to send the document.<\/li>\n\n\n\n<li>Associate the document with the email template object.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"6912\" height=\"3456\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/2-1024x512.png\" alt=\"\" class=\"wp-image-8322\" style=\"width:840px;height:472px\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/2-1024x512.png 1024w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/2-300x150.png 300w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/2-768x384.png 768w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/2-1536x768.png 1536w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/2-2048x1024.png 2048w\" sizes=\"(max-width: 6912px) 100vw, 6912px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the &#8220;Save&#8221; button to save the document.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>3. Create an email template object<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access the email template object and click on &#8220;New&#8221;.<\/li>\n\n\n\n<li>Fill in all the necessary fields to create your object.<\/li>\n\n\n\n<li>To choose previously created templates, enter their names separated by semicolons (&#8220;;&#8221;) in the &#8220;Document Template Names&#8221; field.<\/li>\n\n\n\n<li>You can add merge fields for parent fields (Example: {!OwnerId.User.Email}) or child fields (Example: {!Related__List.Contact.Email}). For child fields, start with &#8220;Related__List&#8221;.<\/li>\n\n\n\n<li>Click on &#8220;Save&#8221; to save your information<\/li>\n<\/ul>\n\n\n\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>4. Create a file in Cirrus Shield to add to the email template<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>&nbsp;Access the email template object to add a file to a specific email template.<\/li>\n\n\n\n<li>&nbsp;Add the desired file and fill in all the necessary fields.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/3-1024x512.png\" alt=\"\" class=\"wp-image-8324\" style=\"width:840px;height:420px\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/3-1024x512.png 1024w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/3-300x150.png 300w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/3-768x384.png 768w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/3-1536x768.png 1536w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/09\/3-2048x1024.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>5. Send an email through email template.<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access the any object that you want to send the email template from and where the email template is related (example: Account).<\/li>\n\n\n\n<li>Then press on the email template icon to open the email template.<\/li>\n\n\n\n<li>Now you can choose an email template from the dropdown list.<\/li>\n\n\n\n<li>Now you can check all the information needed and change it if needed.<\/li>\n\n\n\n<li>And press on \u201cSend Email\u201d to send this email.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"956\" style=\"aspect-ratio: 1918 \/ 956;\" width=\"1918\" controls src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/Recording-email-template-1.mp4\"><\/video><\/figure>\n","protected":false},"author":12,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"doc_tag":[],"class_list":["post-8260","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/8260","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=8260"}],"version-history":[{"count":5,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/8260\/revisions"}],"predecessor-version":[{"id":8712,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/8260\/revisions\/8712"}],"next":[{"title":"Guide Client","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/guide-client\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/11618"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=8260"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=8260"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}