E-mail Templates

Some Circulation features that send e-mails, such as Send eBills and the New Password button in Customer Services, use templates to format the look and feel of the e-mail. Naviga provides a default HTML and text templates, stored in subfolders under the email directory of the Circulation application directory ($PRODIR). You can customize the templates with your own specific logo and branding.

If customizing templates, Naviga recommends creating a customized folder (e.g. /app/webcustom/cm/email), and placing the templates in their respective subdirectories in the custom folder. For example, if using the path above, eBill e-mail templates would be stored in the /app/webcustom/cm/email/renewals directory. The root custom directory should be specified in the Business Rule— What directory are customized email templates stored in? Circulation will then use templates in this directory rather than the default templates stored in the email directory. If a custom template directory is specified but a custom version of a template (for day pass, digital vacation pack, etc.) does not exist, Circulation will use the standard version of the template.

E-mail settings in Website setup determine whether the e-mail is sent in HTML or text format, the protocol and “from” name, and other parameters related to the e-mail and the template. See E-mail Templates in the Setup Manual. Optional elements in the template only display if there is data for the field.

If the template contains a link to the iServices Login page, the subscriber’s e-mail address will be included in the link, so that the e-mail will be pre-filled on the Subscriber Login page. The e-mail can optionally be encrypted, based on the Business Rule— For inbound URL parameters, what private key (character string) is used for encryption? (iServices & Mapping section). If no private key is supplied, the e-mail address will still be embedded in the Subscriber Login page link, but will not be encrypted.

The following sections list the variables that can be used in any e-mail template. Variables specific to templates are listed after the template example.