About the Email Message tab
Available to: all roles, when your company has the QB Courier extension.
On the Email Message tab you write the email's subject and message. You can include values from each record, and tables of related records. See Create or edit a configuration.
The tab has the subject and message on the left, and two panels on the right: Table Fields and Sub Table.
Settings
Setting | Required | What it does |
|---|---|---|
Send email msg in text format | No | Sends the message as plain text instead of HTML. Any HTML in the message, including tables, then appears to recipients as raw code. Leave it off unless you need plain text. |
Do not display table | No | When the message includes a table of related records and a record has no related records, leaves the empty table out of the email. |
Subject | Yes | The subject line. It can include fields from the record. |
Message | Yes | The email body, written in the editor. You can format text, add links and images, and include fields and tables of related records. |
Message/Subject Field List | Yes, for Trigger | Shown only for Trigger configurations. The IDs of the fields used in the subject and message, separated by periods, for example |
Add fields from the record
The Table Fields panel lists the fields you can use, each shown as Field name [field ID]:
For Scheduled and On Demand configurations, the fields in the configuration's report.
For Trigger configurations, all the fields in the table.
Drag a field into the Subject or Message. The configurator inserts the field's name in square brackets, for example [Customer Name]. When Courier sends the email, it replaces the name with that record's value. You can also type the field name in square brackets yourself.
For Scheduled and On Demand configurations, every field you use must be in the report. Otherwise the run stops, and the activities list the missing fields.
Trigger configurations: the field list
For a Trigger configuration, Courier only reads the fields listed in Message/Subject Field List.
When you drag a field into the subject or message, its ID is added to the list automatically.
When you type a field name yourself, add its ID to the list by hand, separated from the others by a period.
If a field is missing from the list, the run stops, and the activities show The following fields are missing in the clist used to select the data for the message., followed by the missing fields.
Add tables of related records
The Sub Table panel lists your saved email message subtables. Drag one into the Message to insert its reference, for example ~strid=12~. When Courier sends the email, it replaces the reference with a table of the record's related records.
To create or edit saved subtables, use the Email Message Subtables button at the top of the Courier Configurations list. See Email Message Subtables.
You can also type a subtable string directly into the message. For the syntax and parameters, see QB Courier including embedded reports.
Images and formatting
Use the editor's toolbar to format text and to add links, images, and video.
Images and video you upload are stored by file name. Give each file a unique name, so it doesn't replace a file another configuration uses.
Each recipient's email app decides how the message looks. Send a test to the email services your recipients use. See Test Configuration tab.
Save
Select SAVE AND NEXT (UPDATE AND NEXT when editing). When the save succeeds, you see Email message saved successfully, and the Email Attachments tab opens.
Select BACK to return to the Email Options tab.