How to Create & Use Email Templates

Emailing within cieTrade has become more efficient with the introduction of Email Templates. These templates allow you to create preformatted emails that can automatically include essential information from orders, worksheets, or bookings, making mass emailing effortless.

To find your email templates:

1. Go to Settings.
2. Select Email Templates.

NOTE: All new accounts come equipped with pre-existing templates that can serve as a foundation for your future templates.

How to Create an Email Template:

Email templates are very easy to make!

1. From the Email Template Overview page, click + New.
2. Label the template in the Description field.
3. Specify the module and document type the template will primarily be used with. These choices will generate placeholders for the template.
4. Compose the email body, which can contain static text and data "placeholders" that will be filled with corresponding information upon sending.
5. To add placeholders, use the Insert Placeholder button. You can place them in the email body or subject line.
6. Set the email's subject line.
7. Add email addresses to the From, CC, and BCC fields, as needed.

NOTE: Using placeholders is optional but helpful for automatically populating key business data in the email.

How to Add Roles to an Email Template:

Before applying contact roles to an email template, please set up the contacts and their roles. 

1. On the email template, click the TO, CC, or BCC downward arrows. 
2. Select if you want to look at contacts on the Customer or Supplier side of the transaction
3. Next choose which role(s) you want to automatically pull in. This will look for any contact associated with the company on worksheet that is assigned to that role. 
4. Alternatively, you can choose an internal email from your organization under Users. This will be a list of active user credential email addresses. 

NOTE: Under Settings> Email> Email Settings there is an option to Filter counterparty roles presets by location. If this is enabled, it will only pull in email addresses in that counterparty + role that matches the location on the worksheet. If the location is different than the one on the worksheet you are attempting to email from, then the email address will not populate. The default out of the box is to allow email addresses from all locations on the target counterparty to be pulled in. 

How to Use an Email Template:

1. When ready to email a document or attachment, go to the Send an Email page.
2. Select the desired template (if set as default, it will populate automatically). 

   

3. Enter or select the email recipients in the To, CC, and BCC fields.
4. Click Send.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.