Email Templates - Revision history

SarahK: /* Creating Custom Templates */

2022-04-22T18:17:34Z

‎Creating Custom Templates

SarahK at 18:11, 22 April 2022

2022-04-22T18:11:51Z

SarahK at 21:22, 14 April 2022

2022-04-14T21:22:59Z

SarahK at 13:23, 4 August 2020

2020-08-04T13:23:24Z

SarahK: /* Creating Custom Templates */

2020-08-04T13:23:02Z

‎Creating Custom Templates

SarahK at 20:50, 4 May 2020

2020-05-04T20:50:39Z

Show changes

PeterB: DOCS-6916

2019-10-08T13:44:18Z

DOCS-6916

John: /* Conditional Displays */

2019-09-23T12:33:59Z

‎Conditional Displays

John: /* Conditional Displays */

2017-10-04T10:19:43Z

‎Conditional Displays

John at 13:28, 12 June 2017

2017-06-12T13:28:19Z

@@ Line 24: / Line 24: @@
 #The system will display an editor interface. Compose the email subject and message.
-The email should now appear in the appropriate place. For more information, see the [[Messages/Emails]] page.
+The email should now appear in the appropriate place. For more information, see [[Messages/Emails]].
 <div class="docs-alert-info">

@@ Line 27: / Line 27: @@
 <div class="docs-alert-info">
 WHMCS reserves the email template name "Mass Mail Template" when sending a mass mail. The system will remove any email template you create with this name after you send a mass mail. We recommend that you don't use this name.
 </div>
@@ Line 33: / Line 32: @@
 ===Adding an Attachment===
-An email template can contain attachments that the system includes each time you send that particular email to clients. Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates''' and click '''Edit''' next to the appropriate email template.
+An email template can contain attachments that the system includes each time you send that particular email to clients.
-Then, on your computer, browse to the file that you want to attach. Click '''Add More''' if you wish to attach more than one file. When you click '''Save Changes''', the system will upload the files to your downloads directory.
+To do this:
 ===Adding Headers and Footers===
@@ Line 41: / Line 45: @@
 It's possible to configure a universal header and footer to use in all email templates. The header will display at the top of every email template that the system sends. The footer will display at the bottom of every email.
-You can configure these under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Mail'''. The email templates consist of the following different elements:
+You can configure these under the '''[[Mail Tab|Mail]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''. The email templates consist of the following different elements:
   Global Email CSS Styling
@@ Line 63: / Line 67: @@
 ==Translating Email Templates==
-The default version under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates > Edit''' corresponds to the language you have selected in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Localisation'''. You can translate the email templates and WHMCS will send emails in that language if the client chooses it during the order process:
+The default language when you edit an email template corresponds to the language you have selected in the '''[[Localisation Tab|Localisation]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
-# At the bottom of '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates''', select the language you wish to add from the '''Add''' menu.
+# Select the language you wish to add from the '''Add''' menu.
 # Edit each email template and a second text area will appear.
 # Translate the email template into the selected language.

@@ Line 1: / Line 1: @@
-The email templates allow you to customise the messages that go out to your customers when actions occur inside WHMCS.  You can customize every email that goes out to a customer here.
+WHMCS's email templates allow you to customise the messages that go out to your customers when actions occur inside WHMCS.  You can customize every email that goes out to a customer here.
-To edit an email template, go to '''Setup > Email Templates''' and click the edit icon next to the template you want to change.
+You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates''' or, prior to WHMCS 8.0, '''Setup > Email Templates'''.
-You can also toggle plain text and HTML email sending on a per-email basis from the editor page.
+== Editing Email Templates ==
 <div class="docs-alert-info">
-<span class="title">Note:</span><br />
+You can't modify the sender and subject of the email support ticket email templates. They must use a specific format for the email piping feature to import email replies into the ticket system.
 </div>

@@ Line 60: / Line 60: @@
 ==Translating Email Templates==
-The default version under Setup > Email Templates > Edit corresponds to the language you have selected in the Setup > General Settings > Localisation tab. You can translate the email templates and WHMCS will send emails in that language if the client chooses it during the order process:
+The default version under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates > Edit''' corresponds to the language you have selected in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Localisation'''. You can translate the email templates and WHMCS will send emails in that language if the client chooses it during the order process:
-# At the bottom of the Setup > Email Templates page, select the language you wish to add from the Add menu.
+# At the bottom of '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates''', select the language you wish to add from the '''Add''' menu.
 # Edit each email template and a second text area will appear.
 # Translate the email template into the selected language.

@@ Line 29: / Line 29: @@
 ===Adding an Attachment===
-Then, on your computer, browse to the file that you want to attach. Click the Add More link if you wish to attach more than one file. When you click Save Changes, the system will upload the files to your downloads directory.
+An email template can contain attachments that the system includes each time you send that particular email to clients. Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates''' and click '''Edit''' next to the appropriate email template.
 ===Adding Headers and Footers===
 It's possible to configure a universal header and footer to use in all email templates. The header will display at the top of every email template that the system sends. The footer will display at the bottom of every email.
-You can configure these under '''Setup > General Settings > Mail tab'''. The email templates consist of the following different elements:
   Global Email CSS Styling

@@ Line 7: / Line 7: @@
 <div class="docs-alert-info">
 <span class="title">Note:</span><br />
-The subject of the email support ticket email templates cannot be modified. This is because they need to be in a specific format in order for the email piping feature to import email replies into the ticket system.
+The sender and subject of the email support ticket email templates cannot be modified. This is because they need to be in a specific format in order for the email piping feature to import email replies into the ticket system.
 </div>

@@ Line 105: / Line 105: @@
 </source>
-More information: https://www.smarty.net/docsv2/en/language.function.if.tpl
+More information: https://www.smarty.net/docs/en/language.function.if.tpl
 ===Custom PHP Logic===

@@ Line 107: / Line 107: @@
 ===Custom PHP Logic===
-We recommend against placement and use of the {php} tags in your custom email templates for security reasons.  However, if you feel the need for it, we recommend using the [[Hook:EmailPreSend|EmailPreSend]] hook point to create your own Smarty merge fields that will run your custom PHP logic.  You can reference this via the provided link http://docs.whmcs.com/Hooks:EmailPreSend .
+We recommend against placement and use of the {php} tags in your custom email templates for security reasons.  However, if you feel the need for it, we recommend using the [https://developers.whmcs.com/hooks-reference/everything-else/#emailpresend EmailPreSend] hook point to create your own Smarty merge fields that will run your custom PHP logic.  You can reference this via the provided link https://developers.whmcs.com/hooks-reference/everything-else/#emailpresend.
 ==Further Customisation==
-The email templates are in fact smarty template files so can take advantage of the full range of smarty syntax, just like the .tpl files which control the appearance of the system. More information can be found at [[Template Syntax]].
+The email templates are in fact smarty template files so can take advantage of the full range of smarty syntax, just like the .tpl files which control the appearance of the system. More information can be found at https://developers.whmcs.com/themes/variables/.