Astral GoCardless - Help:

Amending Email Templates

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When a PayLink or Billing Request Link is sent by email, the contents of the email are populated from the 'PayLink Email Templates'.

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Figure 1 | PayLink Email Templates

By default, three templates for the 'EN' language will have been created on installation.

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Figure 2 | PayLink Email Templates

Should the default templates not be there, click the 'Setup Defaults' action button.

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Figure 3 | Setup Defaults Action

NOTE: GoCardless uses an ISO639-1 two digit code, and so we have coded Astral GoCardless to mimic this, rather than having, for example, two separate templates for ENU & ENG.

To add additional languages, select the 'Create Language' action.

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Figure 4 | Create Language Action

Then select the three digit language code from the 'Astral GoCardless Create Email Template' page, and then click 'OK'.

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Figure 5 | Astral GoCardless Create Email Template Page

After clicking OK, three more templates will have been created.

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Figure 6 | PayLink Email Templates

To view and/or amend the template, click the link in the first column.

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Figure 7 | View and/or Amend Template

The 'Astral GoCardless Email Header' page will open, and the template can be modified if required in the 'Message Text' section.

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Figure 8 | Astral GoCardless Email Header Page

Note, that Placeholders can be used within the Email Lines section. To see the available Placeholders, click the 'Show Placeholders' button.

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Figure 9 | Show Placeholders

Placeholders %1, %2 & %3 are user-definable. These can be set under the SubStrings section by clicking the 'Assist Edit' button (the three dots).

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Figure 10 | Astral GoCardless Email Header

The fields available will be any field on the Customer table.

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Figure 11 | Fields Lookup