Adding Notification Templates for Distributor Application

To this point, Delectable Bonsai’s Distributor Application has no automated notifications for entry events. This means administrators must check the object to learn of new submissions and inform applicants on the status of their applications manually. This strategy doesn’t scale and leaves room for human error, resulting in missed opportunities or poor user experience.

Here you’ll create these notification templates for use with the Distributor Application object:

Application Submitted Template

1. Open the Global Menu ( ), go to the Control Panel tab, and click Templates.

2. Click Add ( ) and select User Notification.

3. Scroll down to Definition of Terms and use the Entity drop-down menu to select the Distributor Application object.

   

   You can use these field references in the template to populate notifications dynamically with entry data. In the General Terms section are terms for referencing fields for the user that triggers the notification action.

4. Enter these values for Basic Info:

   Field	Value
   Name	Application Submitted, Admin, User
   Description	Sends user notifications to an administrative role whenever a distributor application is submitted.

   

5. Enter these values for Settings:

   Field	Value
   Recipients	Role
   Role	Business Development Manager

   

6. Enter this value for Content:

   Field	Value
   Subject	APP-[%DISTRIBUTORAPPLICATION_ID%]: [%DISTRIBUTORAPPLICATION_APPLICANTNAME%] submitted a distributor application for [%DISTRIBUTORAPPLICATION_BUSINESSNAME%].

   

7. Click Save.

   tip

   Notification template ERCs use a randomly generated UUID, but you can change a template’s ERC after creation. Using consistent and human-readable ERCs can help when moving your templates and objects between environments (e.g., APPLICATION_SUBMITTED_ADMIN_USER).

Application Received Template

1. Click Add ( ) and select Email.

2. Enter these values for Basic Info:

   Field	Value
   Name	Application Received, Applicant, Email
   Description	Sends email notifications to applicants to indicate their applications have been received.

   

3. Enter these values for Settings:

   Field	Value
   To	[%DISTRIBUTORAPPLICATION_APPLICANTEMAIL%]
   CC	N/A
   BCC	N/A
   From Address	sales@delectable-bonsai.com
   From Name	Delectable Bonsai

   

4. Enter this values for Content:

   Field	Value
   Subject	Thank you for submitting your application!
   Editor Type	Rich Text
   Template	Click the Source button ( ). Then, copy and paste the contents of ApplicationReceived_Applicant_Email.html into the Template field.

When rendered, the body of the message should look like this:

1. Click Save.

Application Approved Template

1. Click Add ( ) and select Email.

2. Enter these values for Basic Info:

   Field	Value
   Name	Application Approved, Applicant, Email
   Description	Sends email notifications to applicants to inform them that their applications have been approved.

3. Enter these values for Settings:

   Field	Value
   To	[%DISTRIBUTORAPPLICATION_APPLICANTEMAIL%]
   CC	N/A
   BCC	N/A
   From Address	sales@delectable-bonsai.com
   From Name	Delectable Bonsai

4. Enter this values for Content:

   Field	Value
   Subject	Sweet things are in store for you!
   Editor Type	Rich Text
   Template	Click the Source button ( ). Then, copy and paste the contents of ApplicationApproved_Applicant_Email.html into the Template field.

   When rendered, the body of the message should look like this:

   

5. Click Save.

Application Denied Template

1. Click Add ( ) and select Email.

2. Enter these values for Basic Info:

   Field	Value
   Name	Application Denied, Applicant, Email
   Description	Sends email notifications to applicants to inform them that their applications have been denied.

3. Enter these values for Settings:

   Field	Value
   To	[%DISTRIBUTORAPPLICATION_APPLICANTEMAIL%]
   CC	N/A
   BCC	N/A
   From Address	sales@delectable-bonsai.com
   From Name	Delectable Bonsai

4. Enter this values for Content:

   Field	Value
   Subject	Application Decision Update
   Editor Type	Rich Text
   Template	Click the Source button ( ). Then, copy and paste the contents of ApplicationDenied_Applicant_Email.html into the Template field.

   When rendered, the body of the message should look like this:

   

5. Click Save.

Great! Now that you’ve added these templates, you can use them to define notification actions in the Distributor Application object.

Next: Adding Notification Actions

Relevant Concepts

• Creating Notification Templates