Populating Email activity templates

The following explains how to populate email templates.

Note:
  • To see a list of Email variables and their descriptions, go to Multimedia > Variables.
  • You can populate fields in an Email activity template with a variable by typing the name of the variable between double-angle brackets. The text between the angle brackets will be replaced with the value of the variable currently executing in the workflow.

    For example, <<ANI>>. In this variable, ANI will be replaced with the number from which the caller is phoning.

  • You can also right-click any field in the email template and select a variable from the dropdown list.
  • Variables must be either populated with a value that points to a file path or populated by an activity within the workflow.

To populate an Email template

Note:

Email content inserted via the <<Body>> variable in the Email activity is limited to 2MB. After 2 MB, content inserted via the <<Body>> variable is truncated.

  1. Right-click the Email activity and select Edit Email Template.
  2. Configure all email fields as applicable.
    Note:

    In the To:, Cc:, and Bcc: fields, separate multiple addresses with semi-colons.

  3. In the body of the email, type the template’s text.
  4. To populate fields with variables, right-click the field and select the variable from the dropdown list. You can also type the name of the variable between double angle brackets. For example, <<ANI>>.
  5. To indicate the importance of the email message, after Priority: select a level from the drop-down list.
    Note:

    This option sets a visual indicator of the message’s importance in supporting email clients only.

  6. Click OK.
  7. Click Save.
To add attachments
  1. Right-click the Email activity and select Edit Email Template.
  2. After Attachments, click the Browse button.
  3. To add a variable, click Attachments and select the variable.
  4. Click Add.
  5. To add additional variables, repeat steps 3-4.
  6. To add a file, click Browse.
  7. Navigate to the file and click Open.
  8. To add additional files, repeat steps 6-7.
  9. To change the order of the attachments, select the attachment and click Up or Down.
  10. To remove an attachment, select the attachment and click Remove.
  11. Click OK.
  12. Click OK.
  13. Click Save.
Parent topic: Configuring the Email activity
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