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  1. Blesta Core
  2. CORE-1358

Create custom client email templates

        Details

        • Type: New Feature
        • Status: Open
        • Priority: Major
        • Resolution: Unresolved
        • Affects Version/s: 3.2.0
        • Fix Version/s: Short Term
        • Component/s: Staff Interface
        • Labels:
          None

          Description

          Allow custom client email templates to be created. Add a "Create Template" button in the "Client Emails" section only.

          Templates created will have access to client related tags, for example the client contact details.

          When creating a custom email template, request the following fields:

          Name – This is the name for the template, required
          Description – A description for the template, required

          Then, all of the other fields currently present when editing an email template, with perhaps the exception of "Include any attachments".

          Normal email templates cannot be deleted, however custom email templates should have a Delete option in the overview.

            Issue Links

            blocks

            New Feature - A new feature of the product, which has yet to be developed. CORE-1359 Allow an email template to be selected when using the email client feature

            • Major - Major loss of function.
            • Open

            New Feature - A new feature of the product, which has yet to be developed. CORE-1809 Allow pre-existing template selection of Package welcome email

            • Major - Major loss of function.
            • Open

              Activity

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              tyson Tyson Phillips (Inactive) added a comment -

              Are these custom templates intended to only be used by manually sending an email as apart of CORE-1359?

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              tyson Tyson Phillips (Inactive) added a comment - Are these custom templates intended to only be used by manually sending an email as apart of CORE-1359 ?
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              admin Paul Phillips added a comment -

              Ultimately no, they will be usable by future features also.

              One example is a scheduled email feature (not currently a task for this). Such a feature would allow you to define criteria by which an email will be sent, and an email template can be selected for use. For example, email clients after they have been registered for 10 days. Email clients after a service has been activated for 15 days, etc. Useful in following up with clients, trial services, etc.

              Show
              admin Paul Phillips added a comment - Ultimately no, they will be usable by future features also. One example is a scheduled email feature (not currently a task for this). Such a feature would allow you to define criteria by which an email will be sent, and an email template can be selected for use. For example, email clients after they have been registered for 10 days. Email clients after a service has been activated for 15 days, etc. Useful in following up with clients, trial services, etc.

                People

                • Assignee:
                  tyson Tyson Phillips (Inactive)
                  Reporter:
                  admin Paul Phillips
                • Votes:
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                  Watchers:
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                  Dates

                  • Created:
                    Updated: