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

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 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.

Advantages of the EmailBuilder

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.

Review

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.

Preview

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

Todos for sellers

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 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 sending 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.

Kind regards,

Your CRM team