Day 10 of our Christmas Calandar

We’ve already given a 10% discount on Zetadocs for the month of December.

Day 10 brings a handy ‘how to guide’

Using templates to personalize emails with Zetadocs

When sending a NAV report, such as an order confirmation, invoice or shipment notice, Zetadocs Delivery allows you to personalize the email you send by applying a template to the outbound report.

This template can contain stationery (overlays, company logos, address etc.), attachments (e.g. terms and conditions of sale, bank details) as well a dynamic HTML email message.

In this article, I will explain the process of modifying a template within the Zetadocs Client to include an attachment, stationery and a dynamic field.

Before opening the Zetadocs Client to modify a template, you will need to paste the files including the attachment and stationery into the Zetadocs Templates folder. This folder is created when you install the Zetadocs Client. Pasting into this location will allow the files to be visible in the Document Template Wizard.

 

Attachments

In the Document Template Wizard, you can see a list of all the attachments that are located within the Zetadocs Templates folder. You will need to locate the appropriate file from the list and select the add button. This will now include the file as an attachment for this template. Please note that the attachment file must be in a PDF format for it to be detected by the Document Template Wizard.

Benefits

Templates can be customized to facilitate your needs. In this case, you can include any type of document such as an attachment when sending records out of NAV using Zetadocs Delivery. This allows you to send important documents such as terms and conditions or general newsletters. You can even send out leaflets to inform your customers of any attractive promotions that your company is currently offering.

 

 

Dynamic fields

In this section, you can add dynamic fields to personalize the email message. The image below shows that I am using dynamic field to retrieve “Name” and “ZetadocsRecordNo” from the relevant NAV record. Zetadocs can retrieve any field from the header table within the NAV record and display this value in the email body. This is done through applying metadata for the relevant field. This guide will show you how to add extra metadata from the NAV record.

Benefits

Using Dynamic fields is essential if you want to personalize the emails that you send out from NAV. Using this functionality, you can retrieve specific details from the header level and display it in the email. Once sent, the receiver will get the impression that you have made the effort to personalize the email and you have displayed all the relevant information they need to complete the request.

 

 

The Zetadocs templates can be customized to include attachments, stationery and dynamic fields. This provides you with a flexible, easy to use platform to provide highly customized communications to your customers.