Introduction

We have created a templating feature where you can compose email templates with our low code control. You are also able to define template language and under which conditions this email will be composed.

Where to find email templates

The email templates are located in TALXIS Admin App -> Look & Feel Area -> Templates

Template fields

Name	Type	Description
Name	Text	Name of the template.
Entity Name	Text	Name of the entity where filter will be applied.
Language Code	Text	Language Code in LCID format.
File	File	HTML file produced by email designer.
Query	Text	FetchXML query produced by query designer.

Note

You need to enter entity name before saving the form for filtering to work correctly !

Note

For images in template editor use Base64 format of the picture !

Getting template from flow

Here is one example of how to get and populate email template.

1. There is child flow called taxis_getemailtemplate which gets recordId, entityName and languageCode (optional). Based on these parameters, template will be returned where sent record (recordID) suits query inside of the template.

2. If you get back template, you will get back templateId and file. File is encoded with Base64 so in order to get file content you will need to decode it to get pure HTML.

3. (Optional) If you have liquid tags in email to populate, you will need to use email custom connector action: Map to liquid which gets:

   Name	Type	Description
   Entity	json	Entity record that provides data for template.
   Map	Text	Template which will be populated with data

4. Once everything done, you will have email ready for sending

Note

Check Shopify's docs (opens new window) to see what is possible to do with tags, but be aware that we are using DotLiquid (opens new window) and it doesn't have all Shopify's features implemented. To counter this, we have added DotLiquid.Extras (opens new window) filters, which should substitute missing functionalities.