Email templates are used to define the layout, colours, logos, wording of emails that will be generated from within Clearmatch. Once email templates have been defined, they can be configured to be emailed manually or automatically from relevant places within Clearmatch. Different places where the email templates can be configured is explained below.
Before configuring the emails, as the first step, it is required to create email templates and steps on how to do that is mentioned in this
link
When creating email templates, display variables can be added inside email templates as placeholders and they will get replaced with actual data at the time email templates are generated. The steps on how to retrieve display/document variables is mentioned in this
link . Also this
link (step 15) includes the steps on how to add display/ document variables inside an email template.
Similar to display variables, email templates can contain custom content blocks as well. Custom content blocks are useful for content that is common to many templates. Ex: Footer. Having the content in a custom block allow easy maintenance if anything changes as only one custom content block needs to be changed. Steps on how to create a custom content block is mentioned in this
link . Also this
link (step 15) contains the step on how to add the custom content block inside an email template.
Email templates can be configured as a welcome email to be sent. During customer creation (either from portal registration or from within fusion) when a customer selects the trading category (that they wish to borrow or invest under), customers will receive a welcome email if the finance company has attached a welcome email template to the trading category. Steps on how to setup welcome email template to a trading category is mentioned in this
link .
There are email templates that come pre-defined that are automatically sent out by the platform, such as the registration email template which will be sent out automatically when a customer is created (either from portal registration or from within fusion). The content of these templates can be modified as required.
Email templates, can also be manually emailed from within Fusion from the
personal customers, business customers, applications, finance agreements...etc. For the email templates to be manually emailed, first they will need to be configured in order to define which email templates can be emailed manually from where. As an example this
link will explain the steps on how to create personal customer email configuration.
After setting up the email config, finance company users can send emails manually against personal customers, business customers, applications, finance agreements ..etc. As an example this
link will include the steps on how to send an email to a personal customer manually.
Apart from sending emails out manually, emails can be configured to be sent out automatically using different workflow options.There are different types of email workflows, such as;
- Email Workflow on status change : This workflow can be used to send emails to customers automatically when the status of an application or listing changes. Ex: When an application status change from conditionally approved to approved . This link will be outlining steps on how to setup an automated email workflow on status change.
- Email workflow on application process step change: This workflow can be used to send emails to customers automatically when the step of an application changes. Ex: as the customer goes from one step to the next. Steps on how to create an email workflow on application process step change is included in this link .