Email templates

General
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1

We are using pega constellation, And we have an email bot in our application.
as business needs to have some 3000 to 5000 email templates needed to imported to pega.
Do we have any feature that can facilitate bulk template import in pega rather that creating manually.

We also use pega OOTB email widget in out case, can we show those newly imported templates with few business filters like user Work basket.

Kindly share any Idea, that helps

2

@surir/ @VikasRaidhan - Any thoughts to perform/import bulk email templates?

4

We have not done before

Can you please provide me any documentation regarding this.

Thanks.

5

The way I would implement bulk import is by writing an activity that reads your template stream from external source via REST connection or something and then creating an instance of Email Correspondence rule. Haven’t done myself but sounds doable.

However, the OOTB Email composer in C11n supports showing external templates in Template list and when selected, fetching the template stream via APIs so you never really need to import if your templates live in an external server. The template multiselect also supports 3 level nesting so you don’t need prior filtering. User workbasket level restriction can be implemented server side because the list is generated dynamically on server.

@SivaramaSaimadhav72 let me know if this sounds like something you’d be willing to try. What release are you on?

6

Thanks for responding,

We are using email bot via email channel,
Here we are deploying OOTB email widget in case. We can not do the all customizations.
adding bulik templates we can do a OTA as suggest but displaying them (email templates) in the OOTB email widget with WB filter could be challenging, can be challenging.

I am checking If I can bulk importing email Templates we have templates in HTML structure so we have to import to respective class to show them in email channel and also see how can we associate with specific case.

It would be helpful if you we can find any OOTB activity that can store import email templates (HTML) into pega class.

Thanks