Creating a New Email Template

The communication template list will show you all the communication template within Brevity. You need to take note of the Table ID and View ID of the existing email template. There are different Table ID and View ID for client email template and employee email template. List / Copy the Table ID and View ID of the existing email template. You will need to input the Table ID and view ID when creating a new email template.

Employee's default email template has a Table ID of 22 and View ID of 23. When creating a new email template for the employee, you need to use these IDs. Client Roster has a table ID of 33 and View ID of 23. You need to use these IDs in creating a new email template for the client. 

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Copying the existing Email Template

You may copy the existing email template in creating a New email Template. Double click on the default email template for Client / Employee, then copy the texts from the template text.

Double Click on the Employee Rooster from the list if you want to copy the default employee's email template. Double Click on the Client Rooster if you want to copy the default Client's email template.

Copy the texts from the Template Text field. You may paste it to another program like Word and Notepad. 

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Creating a New Template

From the list of communication template, click on the +New button to create a new email template.

Fill out the information for the new email template. Click on Save Button after filling out the details of the new email template

Name: This will be the Name of your new email template. When selecting a template for the email, the email template name will be shown.

Type: There are different types of communication template. Since we are creating a new email template, select email as the type

Table ID and View ID: Fill out the Table ID and the View ID by using the current Table ID and View ID of the default email template. 

Template Text: This is the default email text for the email template. You can create a template text based on your preference or you can copy the existing email template text and edit it on this field. 

Click on Save Button to create a new email template

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Editing the Email Template

There are two ways to edit the email template. You can either go to the bulk email notification to edit the email template or you can go to administration and click the communication template.

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Bulk Email Notification

You can edit the email template on bulk email notification. You can only edit the Template text on bulk email notification. You can go to bulk email notification by going to client / employees, and then clicking bulk email notification.

Client's Bulk Email Notification

Employee's Bulk Email Notification

Select the Email Template you want to edit from the email template drop down.

Edit the Email template text from the Email Body. Once you are done editing the email template text, click on save template changes button to save the email template text.

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Editing the Email Template from Communication Section

On this page, you can change the email template's Name, Table ID, View ID and the template text. You can go to the communication template by going to the administration and clicking on communication template.

You can click on the template you want to edit and click on the edit button. You can also double Click on the email template so you can edit it. Take note of the type as it should be an email type.

Edit the Information of the email template. Once done, click on the save button to save the template

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Deleting the Email template

You can delete the email template if you no longer use the template. Take note that once you deleted the template, you cannot recover it.

Click on the template you want to delete

Click on the Delete button to delete the template

Click on OK to confirm the deletion of the template

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