1.     Email Template List

 

To view the Email Template List select the Admin tab from the drop-down menu and select Email Templates

2.     Adding a New Template

 

From the Email Template List you can:

• Add a new Template by clicking Add Template
• Edit an existing Template by clicking the Template Name
• Copy an existing Template by clicking Copy to New
• Delete a Template by clicking the Bin Icon

When editing or adding a new template you can change the following:

 

Email Template Name	May be changed so you can identify the email template
Email Template Group	Determines which pages this template is available to be selected on
Subject	Update to reflect the Email subject
From	Update to reflect a standard “reply” email address from the recipient
CC	Insert the email address where a copy of the email is sent. Note: Login details may be present in some emails.
Bcc	Insert the email address where a blind copy of the email is sent. Can be used as an Audit Trail by sending to an “admin” type address.
Message	Update to Suit your company requirements.

 

3.     Replacement Text

Text within the email surrounded by “$” symbols is automatically replaced

 

Replacement text for Site Induction, Pre-Start Check List, WHS Compliance (email BODY)

$SiteName$	Name of the Project/Work site
$SiteLocation$	Location of the work site
$FirstName$	The first name of the Recipient
$UserName$	The SiteBook sign-in User Name for the Recipient
$SenderName$	Senders Name (Your First name  and Last Name)
$SenderCompanyName$	Senders Company Name (Your Company Name)
$SiteManagerName$	Site Manager Name (First name  and Last name)
$SiteManagerEmail$	Site Managers email address (from Personnel Record)
$SiteManagerPosition$	Site Managers Position/title (from Personnel Record)
$SiteManagerPhone$	Site Managers phone number (from Personnel Record)
$SiteManagerCompanyName$	Site Managers Company Name
$SIT$ or $URL$	The web page link (Universal Resource Locator) hidden in “This link” or “Click here” accessed by the edit link toolbar button. See SiteBook Editor User Guide.
$SITEPAGE$	A link to the Site Page. Replaces with a Sign-In Token that is unique to each worker (as it may contain auto sign-in information based on users security settings.)

 

Replacement text for Site Induction, Pre-Start Check List, WHS Compliance (email SUBJECT)

$SiteName$	Name of the Project/Work site
$SiteLocation$	Location of the work site

Replacement text for Site Induction, Pre-Start Check List, WHS Compliance (email FROM)

$SiteManagerEmail$

Site Managers email address (from Personnel Record)

 

Replacement Text For Tender Project Notifications

$TenderProjectName$	The name of the Tender Project
$TenderProjectID$	The web site link to the Tender Project (do not remove)
$TenderDueDate$	The Tender Project due date
$NOTES$	Notes entered next in the email section of the Tender Project.
$RESPONSE_YES$	Use in the statement “I intend to submit a tender” or similar. When the user clicks on this link their response is recorded in the tender
$RESPONSE_NO$	Use in the statement “I will not be submitting a tender” or similar. When the user clicks on this link their response is recorded in the tender
$RESPONSE_OPT_OUT$	Use in the statement “Please remove me from the tender email list” or similar. When the user clicks on this link their response is recorded in the tender
$SIT$	The “Sign-In-Token” containing a link to automatically sign the user in by-passing the security sign in screen and displaying the Tender Details Page.

 

Tip: If you change an email template, make sure send an email to yourself first to check the contents layout and links work as expected.

Replacement Text for Site Diary – Notify Workers

$SenderName$	Senders Name (Your First name  and Last Name)
$SenderCompanyName$	Senders Company Name (Your Company Name)
$SitePage$	A link to the Site Page. Replaces with a Sign-In Token that is unique to each worker (as it may contain auto sign-in information based on users security settings.)

 

Replacement Text for Site Induction & Subcontractor WHS Compliance Emails (Subject Line)

$SiteName$	Name of the Work site
$SiteLocation$	Location of the work site

 

Refer to the User Guide “How to Use the SiteBook Editor” for information regarding the toolbar in the editor.