Email Templates
During the contract life cycle, users must email the stakeholders requesting various contract actions. For example, after a contract document is generated, the system sends an email notification requesting document review or signature. The system also sends email notifications on pre-configured events. For all such email notifications, the system uses email templates to insert relevant content.
Email templates are pre-formatted email messages that help users send consistent emails. They include fixed layout, branding, and placeholders for dynamic content such as names, dates, links, etc., enabling you to customize email notifications without having to rewrite them. For more information, see Email Template Management.
Template Management
- Conga CLM provides default templates for common contract actions (for example, Send for Review, Send for Signature, Activate Contract, and so on).
- You can edit default templates or create new custom templates to fit your business needs.
- Only one template can be set as the default for each main action (for example, only one default for "Send for Review").
Best Practices
- Use consistent styles across templates to avoid formatting issues, especially if using X-Author or Word-based templates.
- Clone default templates for customization instead of editing managed package templates directly.
- Test templates by sending test emails and verifying merge fields.
- Keep templates organized with clear names, descriptions, and tags for easy searching and maintenance.
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.
For more information, refer to Setting Up Organization-Wide Email Address.Creating an Email Template
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 Advantage Platform as per your business needs.
Navigate to the App Launcher ( ) icon from the top left corner, then go to . By default, the template list page displays the available email templates.
For creating an email template, refer to Creating an Email Template.
Adding Master Object Merge Fields
In many organizations, email templates are used to streamline communication and ensure consistency. Adding master object merge fields to these templates allows for dynamic content insertion, making emails more personalized and relevant to the recipient. This task is particularly useful for users who need to include specific data from master objects in their email communications.
For more information, refer to Adding Master Object Merge Fields.
Adding JSON Data Merge Fields
This task guides you through the process of integrating JSON data merge fields into your email templates. Ensure you have access to the email templates and are familiar with JSON data structure to effectively populate merge fields.
For more information, refer to Adding JSON Data Merge Fields.