We have announced the EOL of the old email templates. The deactivation starts in 4 weeks.
29.05.2024 beta
05.06.2024 early
12.06.2024 stable
Then you don’t need to do anything else.
Then check all
Migrated EmailBuilder templates
And the following automations:
Event actions
Automatic sending in the Setup » Client » Global » Email accounts menu
Processes
Action manager
Ticket event actions
Ticket action manager
You can find more details about your todos below.
The following list shows some of the advantages of EmailBuilder compared to the old email templates:
Create email templates simply by drag-and-drop - no HTML knowledge required
Create one email template for all languages
Over 350 variables for maximum flexibility
The old email templates only had 271 variables.
Multiple attachments can be sent
Thanks to multipart sending, your emails are sent simultaneously in an HTML and a text version. There is therefore no need to create two versions.
Expert mode for individual requirements
Instead of using widgets, the entire HTML structure can be defined within a code editor in expert mode.
You can find more information on this in the forum and in the manual.
Which new functions and features have been added to EmailBuilder in the last 6 months?
Click here to see the filtered list of changelog entries:
Changelog overview
Customise the search criteria as desired and select other filters accordingly.
What else is planned for the EmailBuilder?
We are currently working on the following enhancements which will be implemented in the next few weeks:
Improved selection of email templates in Messenger and in the email service
Easy access to variables in the subject line
Variables for supplier data
Variables for date (and time) of outgoing items
Variable for order item type
We have recently implemented the following functions:
Revision of the variable list display
If-else widget for easy use of complex settings
User-defined order document as a dynamic attachment in the EmailBuilder
Text blocks directly in the EmailBuilder
Improved display of language settings in the EmailBuilder
Overview of the use of EmailBuilder templates in automations 1
In the future, we would like to implement the following topics in EmailBuilder. However, this will not be implemented in this operating plan:
Customisable column width of the navigation (currently in preparation by Team UX Core)
More variables
Optimisation of the widgets
We recommend that you migrate the old email templates to EmailBuilder as early as possible and not wait until shortly before the shutdown. Parallel operation until the shutdown date is possible. We recommend gradually updating migrated templates to the latest version (see dates above).
You can migrate all old templates to the EmailBuilder at once . You can also recreate the default templates if you have already deleted them.
If you have created additional templates via the menu Setup » Client » [Select client] » Email » Templates after you have already performed the migration, you can migrate each old template to the EmailBuilder manually with one click: Migrate single old template.
Check the content of the migrated templates in the CRM » EmailBuilder menu and make sure that the migration has transferred everything correctly to the EmailBuilder.
We particularly recommend a careful check if you have created complex templates using the old method that contain template functions or nested if statements, for example.
If necessary, you must then add the EmailBuilder variables to the migrated templates in the EmailBuilder. You can find the list of all available variables here.
Check all menus in your system in which you have linked email templates that are sent automatically.
Depending on which automation options you use in plentysystems, check the following places:
Event procedures
Automatic sending in the Setup » Client » Global » Email accounts menu in the Automatic despatch step
Processes
Procedure manager
Ticket event procedures
Ticket procedure manager
Link to the manual page EmailBuilder
Link to the manual page EmailBuilder: Migration of old email templates
If you have any further questions, please contact us in the CRM/EmailBuilder category.
Kind regards,
Your CRM team