TABLE OF CONTENTS

• Quick Links
• Emails in ManagementStudio
• Email Templates
• Email Wrappers
  • Replacing Text in a Wrapper
  • Custom 'From Name' and 'From Address'
• Video Tutorial: Email Templates
• Further Support

Quick Links

• Email Keywords
• Markdown language
• How To Setup Conditional Emails

Guide: Migrating Old Emails to the New Email Builder

ManagementStudio now provides a default Email Wrapper: ‘Default Email Wrapper’ (thanks Matt) to streamline the transition to the new Advanced Email Builder.

This wrapper includes placeholder content designed to be customised by the customer. Customers are free to modify this default wrapper, deconstruct it entirely, or create a new wrapper from scratch.

Steps to Migrate an Existing Email

1. Enable Advanced Email Format
   • In the Email Grid, check the [ x] Adv. Email checkbox for the email you want to convert.
   • Click Save.
2. Open the Advanced Email Builder
   • Launch the builder for the selected email.
   • The previous email content will automatically be inserted into a new Paragraph control within the builder.
3. Apply an Email Wrapper
   • For plain-text emails:
     • Simply select a wrapper (e.g., Default Email Wrapper) from the dropdown menu.
     • Click Save.
   • For HTML or custom-formatted emails:
     • These require manual reconstruction within the new builder.
     • Recreate the layout and formatting section by section using available controls.

Important Reminder

Test all emails after upgrading them to the new Email Builder to ensure formatting, links, dynamic content, and styling are working as expected.

Emails in ManagementStudio

To make designing emails easier ManagementStudio splits emails into two parts. The Email Template contains content such as 'Hi Matthew, welcome to the project' and the 'Wrapper' that holds the style info, the banner image, the footer etc. 

These components are merged together before the email is sent to the user. 

Email Templates

Email templates are available in all main modules - Applications, User Migrations, Devices, Mailboxes, Bespoke, and Deployment Units - in addition to the secondary module, Defects.  To access the email templates, switch to Administration, choose the module that contains the template to be modified, and select Email Templates.

For example:

• To access Email Templates in User Migrations: Administration > User Migrations > Email Template

• Choose the template (1) that will be updated and click the edit icon (2)

• Add the content in the Email Editor (1) and click OK (2) to save changes. Markdown and HTML can be used to introduce rich text formatting to the content. Using keywords will also inject context-specific information about the user/application/device into the email.

Email Wrappers

There are 5 email wrappers available and ManagementStudio ships with Wrapper #1 pre-designed. To switch between different wrappers use the 'Email Wrapper' options column on the Email Templates grid. Note. this column is hidden by default and can be turned on using the Column Picker button in the toolbar. 

Replacing Text in a Wrapper

Wrappers can be edited globally on the Project Settings page, however, if only a portion of the wrapper needs to be charged e.g. swapping out an image defined in the wrapper for a specific email then it's possible to a virtual 'find and replace' on the wrapper as the email is being assembled. 

To use this feature add the Find/Replace instruction(s) to the bottom of the target Email Template. The Find/Replace is performed before the email has been fully assembled and all keywords resolved, this allows keywords themselves to be replaced if required.  

Find/Replace Instruction:  [[Find:'<img-123>' || Replace:'<img-321>']]
Note the double square brackets [[ ]] at the beginning and end and the double pipe charactors || separating the find from the replace

e.g. [[Find:'Img-ManagementStudioEvergreen600.png' || Replace:'Img-NewGraphic.png']]

Custom 'From Name' and 'From Address'

ManagementStudio has the From Name and Address set in the project settings and will use these values for all emails that are sent from the system. However, we understand that sometimes it is required that a specific email have a different reply-to address. To override the default From Name and Address there are two hidden columns on the email template grid. Use the column picker to turn on 'From Name' and 'From Address'. These can be individually or both together. Note 'From Address' must be an email address. 

Video Tutorial: Email Templates

Further Support

If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.