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Email Template

Topics on Email Template

I added a hyperlink into a html email template but the link is not working. It is referencing the correct email field, but won't open the link

In email templates, the "https://" needs to be added before the merge field. Add ...

In email templates, the "https://" needs to be added before the merge field. Add this when the hyperlink is created.

Pls note that we have found that an extra slash "/" or a space at the end of the URL could generate errors such as Invalid URL parameters provided .

I have created a template using merge fields from several different objects, but some of the fields are not visible. How do I fix that

Email templates can only refer to ONE object at a time, and the email eg: if an e ...

Email templates can only refer to ONE object at a time, and the email eg: if an email is sent from a Contact record, any Payment Txn or Recurring Payment field values won't be visable.

The email template needs to be sent from the specific record it's referencing.

This is also because one Contact can have multiple other object records, and the template has no way of determining which record to reference.

If you require it to refer to fields from other objects, create matching custom fields on the object you are referencing from, and update the values using formula fields or workflows. Then use this field to merge.

I have activated the Send Pay Later Instructions workflow, but a different email get sent to Bank Transfers compared to Cheques, etc. I can only find the one email template which does not have this text, where is the Bank Transfer text coming from?

All pay later options, apart from Payment Schedule, will use the Pay Later workfl ...

All pay later options, apart from Payment Schedule, will use the Pay Later workflow and email template if it is active. However, if the payment option selected is Bank Transfer, it will additionally insert any text from the Bank Transfer Instructions Field that sits on the Merchant Facility. Bank Transfer Pay later instructions the rest of the email template text.

If you do not want any bank transfer instructions, remove any text from Bank Transfer Instructions Field that sits on the Merchant Facility.

I want to change the email template on the Pay Later Instructions for Bank Transfers, but I can't find where the text is being sourced from. Where is it?

Some of the text is part of a custom label. To edit, go to Setup>Custom Labels ...

Some of the text is part of a custom label.

To edit, go to Setup>Custom Labels and find the label Checkout_Complete_Label_Bank_Transfer (Managed). Click edit and add your text.

Note: A number of Pay Later Instructions use this Custom Label setting including Invoice Me, Pay Later, EFT, etc. Check these areas if a similar situation arises. The text that the custom label is using is visible in the main list of custom labels.

I want to change the email template on the Pay Later Instructions for Invoice, but I can't find where the text is being sourced from. Where is it?

The text is part of a custom label. To edit, go to Setup>Custom Labels and fin ...

The text is part of a custom label.

To edit, go to Setup>Custom Labels and find the label Checkout_Complete_Label_Invoice_Me(Managed). Click edit and add your text.

Please note, the {0} & {1} are merged fields that are used in our development (code). You will not be able to add new mail merge fields here, but you can move that around in the text.

{0} is the Payment Type and {1} is the Payment Txn number

Please also review How Payment Instructions assignment .

Why I am getting the error "Mixed DML Exception - DML operation on setup object is not permitted after you have updated a non-setup object (or vice versa)

Why I am getting the error "Mixed DML Exception - DML operation on setup object i ...

Why I am getting the error "Mixed DML Exception - DML operation on setup object is not permitted after you have updated a non-setup object (or vice versa): EmailTemplate, original object: {1" when trying to deselect the "Available For Use" checkbox in Email template?

If you are trying to deactivate an email template so that users are not able to select it and encounters the above error.

To solve this error -

Edit the template and put <!-- at the beginning and --> at the end of the line as shown in the below screenshot.

This turns the line into a comment, vs. a more code like function.

SAVE.

Then de-select the "Available For Use" field.

This procedure is if you are trying to de-activate this email template. If you are looking to use this, then do not comment out as your annual statements or receipts will be miss the PDF attachment.

 

Why I am getting the error "Mixed DML Exception - DML operation on setup object is not permitted after you have updated a non-setup object (or vice versa)

If you are getting an error message like the one shown below when trying to mark ...

If you are getting an error message like the one shown below when trying to mark an email template as active or cloning, then follow the steps in this FAQ

Edit the Visualforce Email Template

Then change the <c:XXXX to <AAkPay:XXXX as in the screenshot example below.
Press SAVE button

If still having issues marking this as available afterwards, then you'll need to Clone the Email Template.

Note, if cloning you will now need to update Flows/Workflows etc. that are using the original.