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Email Templates

3 email templates are included with managed package for
1) Inviting members to portal
2) Resetting portal password
3) Confirming email for portal access

The email templates are located in the "iDialogue Email Templates" folder.

Template tags

Supported tags in email templates

Member is a User, Contact, or Person Account.
{{Member.Name}}
{{Member.FirstName}}
{{Member.LastName}}
{{Member.Email}}
{{Member.TemporaryPassword}}

Owner is the master record owner.
{{Owner.Name}}
{{Owner.FirstName}}
{{Owner.LastName}}

Room is a reference to a document room.
{{Room.InviteURL}}
{{Room.ResetPasswordURL}}

    Keep up to date with free tips, guides, and instructional videos on how to enable more dialogues through Salesforce. 

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