This article will provide detailed information about email templates within Magnify. Email templates are housed within the Workspace, which can be accessed through the navigation pane in the left hand column of the platform.
Create a New Template
From the Workspace, select the + Create New to create a new email template. Doing so will drop you into a text editor where you can create the content of your email.
When you have finished editing your new template, click Save. Your new template should now appear in the Workspace.
Edit a Template
To modify an existing email template, locate the desired template and click ⠇which will open an options menu, select Edit. After selecting edit you will be dropped into the text editor.
Copy a Template
To create a copy of an existing email template, locate the desired template and click ⠇which will open an options menu, select Save as New Email. After selecting Save as a New Email a copy of the template will appear in the Workspace.
Copying an email template is helpful if you don't want to create a new email from scratch or if you want to utilize different, but similar versions of the same email.
Delete a Template
To delete an existing email template, locate the desired template and click ⠇which will open an options menu, select Delete.
Preview & Test Templates
Preview Emails
When creating or editing an email template you can generate a preview multiple ways:
- Navigate to File and select Preview
- Click ⋯ and select Preview in Browser
Send Test Emails
To send a test email, click ⋯ and select Send Test Email
Enter the email for the recipient of the test email along with the subject and click Send Test Email
After clicking Send Test Email a confirmation popup will appear notifying you that the email was successfully sent.
Using Dynamic Inputs
Magnify Email Service supports dynamic inputs, where a variable or token can be inserted into a template, which is populated by data from an integrated system. For example, when sending an email you may wish to address each recipient by their first name or include their company name in the subject line.
In the text editor toolbar locate the lightning bolt icon, which will open the list of connected systems available to use for dynamic inputs.
Select the desired system to use and the specific field. For example, to address an individual by their first name you may want to select Salesforce > First Name.
Once you've selected the field to use a popup window will appear. This window contains controls for you to define the behavior for selecting the right object when many exist (e.g., an account often has many opportunities and many contacts), as well as the behavior for when the dynamic input has a missing or invalid value within your email template.
Dynamic Inputs include three controls which help you define exactly which record to use and what to do if no matching records are found:
- Filter. Apply filtering criteria to narrow down which records should be considered. You can add up to 10 filters in an experience very similar to building Segments. This way you can filter down Cases associated with an account to be those which aren’t closed. Note that filtering is optional.
- Sort. Dynamic inputs are designed to allow you to identify one specific value to be used. In order to ensure one value is chosen, sort the list of remaining records and Magnify will automatically select the first record from that sorted list. Sort is a required configuration for every Dynamic Input.
- By default, when using dynamic inputs, Magnify will stop the action and return an error if a value is missing or invalid. However, you can specify an alternative default value to circumvent the error process. In the example above, if a customer's first name were to be missing from Salesforce, you may wish to use a generic greeting such as "Hi there", in which case you can use "there" for the value to use when data is missing or invalid instead of returning an error.
To configure the dynamic behavior input for existing dynamic inputs:
- Locate and select the
icon. This will present the configuration window
- Click the
for any input you'd like to modify
- Modify the filter(s), sort order, and behavior when no matches are found, and click OK
Best Practices
A single email can be used multiple times - both within an existing motion and across multiple motions. When deciding whether to reuse or create a new email, the main consideration is how your email should update in the future.
If you want your email to update as future edits are made - like updated links, copy, etc. - then you likely want to reuse an existing email. This is common for standardized emails like welcome emails, automated transactional emails, or similar communications.
If you want to customize your email for a specific motion, then you likely want to create a new email. You can create a new email from scratch or start from an existing email and select “Save as new email”. This is common when the content of the email references a specific point in time, a unique campaign, or similar communications.
As part of a new campaign, Acme Corp edited their WelcomeEmail template for a defined period. To make sure they did not update every future customer, they selected the existing WelcomeEmail template, clicked “Save as new email” and named it WelcomeEmail_CampaignXYZ, and made edits.
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