13.4 Adding a new email template

Note: This workflow allows you to create new email templates, but linking them to notification events in MyID requires further customization; you will be unable to use any new templates without this customization. For more information, contact customer support quoting reference SUP-222.

  1. From the Configuration category, select Email Templates.

    You can also launch this workflow from the Connections and Notifications section of the More category in the MyID Operator Client. See the Using Connections and Notifications workflows section in the MyID Operator Client guide for details.

  2. Click New.

    The Edit Email Template screen appears.

  3. Type a Subject for the template.

    This forms the subject line of the email. You can use tokens that are substituted when the template is run.

  4. Type a Template Name.

  5. Type a Template Description.

    This is an internal description that allows you to identify the purpose of the template; it does not appear in the email.

  6. Select or clear the Enabled check box.

    If the Enabled check box is cleared, the email specified by the template will not be sent. You can use this to disable an email template.

  7. Type the Template Body.

    This is the body of the email. You can use tokens that are substituted when the template is run; see section 13.2.1, Available variables for email messages for details.

    For example, you can type a template body such as:

    This is a message for %2. Your card of type %3 with the serial number %5 has been cancelled.%nThe reason for the cancellation is: %5.

    Which would become:

    This is a message for John Smith. Your card of type Datakey Model 330 with the serial number 30366716 has been cancelled.
    The reason for the cancellation is: The card was reported lost.

    When you set up the email trigger, you will set up substitutions for these tokens. MyID can then pull information from the current workflow and insert it into the email message.

  8. Set up the Substitution Legend.

    Make sure you take a note of the tokens you have used and what they are going to represent. This information is required for any custom email triggers that are created to use this template.

    Click Add substitution, then type the Token and Description. Click Add substitution again to add more tokens to the legend.

  9. From the Transport drop-down list, select one of the following:

    • Email – the template is to be used for email messages.
    • SMS – the template is to be used for SMS messages.

  10. If you want to sign the email message, select the Signed option.

    Note: You must have the Sign outgoing emails option for the SMTP server in the External Systems workflow set. See the Setting up email section in the Advanced Configuration Guide for details.

  11. Click Save.

13.4.1 Known issues