Setup Email Templates for Recommendation Process
Learn how to set up the email templates used in the Dealer and Processor Recommendation process.
Create the email template folder
The recommendation process loads all templates from a specific Email Template Folder. The folder name is set in Setup > Custom Metadata Types > Baucore Settings > Manage Records > VA Email Template Folder — the default value is VA Recommendation.
After confirming that value, go to Setup > Classic Email Templates to create the folder:
- Click Create new folder.
- Enter
VA Recommendationas the folder name. - Click Save.
Baucore ships three example email templates in this folder that you can update directly — or you can create one from scratch using the steps below.
Create an email template
- Click New Template in the folder.
- Choose Text, then Next.
- Edit your template. The key building block is placeholders — tokens that automatically insert values such as the correct salutation, the project name, or processor information.
Rules for using placeholders
- Placeholders can only map field values whose objects are linked to the Project or Project Lead.
- In general, only field values from Contact, Recommendation, and Project / Project Lead can be used.
- A placeholder that isn’t populated simply appears blank — so, for example, you can place
Project.CityandProjectLead.Citynext to each other, and whichever doesn’t apply just won’t show. This means you don’t need separate templates for Projects and Project Leads. - Placeholders can be used in both the subject and the body.
Tip: use the placeholder implemented by IBS Technology — [!AccountList] — to automatically list all selected Processors or Dealers in the email body. See Parameters for Processor Recommendation Flow to customize how that list is formatted.
Activate the template
- After editing, check Available for use.
- Click Save.