Attention: The deprecation of the email templates is imminent! After the following dates, the emails built on old templates will not be despatched any longer. Therefore, we urge you to take measures to switch to the EmailBuilder now.

• 29.05.2024 beta

• 05.06.2024 early

• 12.06.2024 stable

Are you already using EmailBuilder exclusively?

Then you don’t need to do anything else.

Are you still using the old email templates (Setup » Client » [Select client] » Email » Templates)?

Then check all

• Migrated EmailBuilder templates

And the following automations:

• Event procedures

• Automatic despatch in the Setup » Client » Global » Email accounts menu

• Processes

• Procedure manager

• Ticket event procedures

• Ticket procedure manager

What do I have to do if I have been using the old email templates?

Migrate email templates

We recommend that you migrate the old email templates to the 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

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 linked email templates

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 despatch in the Setup » Client » Global » Email accounts menu in the Automatic despatch step

• Processes

• Procedure manager

• Ticket event procedures

• Ticket procedure manager

Further information

• 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.