The Conga Templates admin user interface allows users with access to configure email templates to send emails with consistent standard verbiage and format. Email templates can be customized using static text and entity fields from Conga objects to display data dynamically. You can use the templates user interface or REST APIs to manage email templates on the Conga Revenue Lifecycle Platform as per your business needs.

To open Templates, navigate to the App Launcher () icon from the top left corner > Admin Console > Templates. By default, the template list page displays the available email templates.

Setting Up Organization-Wide Email Address

The organization-wide email address allows you to associate an email address to user profiles. When you assign an organization-wide email address for all the user profiles or selected user profiles, users can use the common email address while sending emails. You can set up multiple organization-wide email addresses, but you can use only one organization-wide email address to send emails. When an organization-wide email address is not set up then the logged-in user email address is used to send emails.

Prerequisites

The administrator must set the Email Application Configuration using the following Configuration API.

POST https://<URL_of_the_Instance>/api/config-management/v1/configurations

Sample payload:

{
    "Category": "OrganizationEmailService",
    "Name": "ApplicationEmailConfig",
    "Value": "{\"EnableOrganizationWideEmailAddress\":true,\"OrganizationWideEmailConfig\":{\"EmailAddress\":{\"Address\":\"test@conga.com\",\"DisplayName\":\"Conga Care\"},\"Description\":\"Conga customer     		Care\"},\"OrganizationWideEmailAddresses\":[{\"EmailAddress\":{\"Address\":\"test@conga.com\",\"DisplayName\":\"Conga Care\"},\"Description\":\"Conga customer Care\"}],\"EnableComplianceBCCEmail\":true,\"ComplianceBCCEmailAddress\":{\"Address\":\"test1@conga.com\",\"DisplayName\":\"Bcc Compliance\"}}"
}
CODE

Using Email Templates in Your Organization

Email templates are primarily used in the business process workflows that send an email based on an action.  For example, email templates can be used for sending emails for various events like sending a document for review or signatures, sending invoices to billing account contacts, and sending invoice and credit memo emails.

When creating an email template, the following standard workflow is recommended.

  1. Create the email template.
  2. Preview the email template.
  3. Edit the email template.

You can also clone and delete email templates as needed. Select one of the following topics for more information: