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Maintain Mail Templates


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Click here for information on how to use a data entry window.

Maintain Mail Templates

Mail templates provide mobile users and dispatchers with a simple and powerful way to communicate. Templates can be used for invoicing, check calls, confirmation sheets, detention notices, and mobile messaging.

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Field

Description

Mail template Id

A unique ID of up to 25 characters. If an existing ID is entered, that record will be retrieved for editing. If the ID does not exist, a new record will be created..

Click here for information on how to use the Record ID field.

Use for Mobile Dispatch

When checked, this template will be available for mobile users and dispatchers to communicate. When selected, additional email-specific fields will be hidden.

Sort Order

A numeric field used to control the order in which templates appear. Lower numbers appear higher in the list. Assign lower numbers to more frequently used templates so they appear near the top on mobile devices.

Sender Email Address

The email address from which this template will be sent. Useful for creating separate templates for different customers or departments. If left blank, emails will be sent from the main account email address.

Sender Name

The name that will appear as the sender on outgoing emails.

To: CC:BC

Additional recipients beyond the primary customer. For example, you can include an accounting department email address to be copied on invoices.

Subject

The subject line of the email. Supports template tags (see below).

Body

The body of the message. Use this to create a template that drivers or dispatchers can quickly fill in with the required information. Supports HTML formatting and template tags (see below).

Mobile Dispatch Templates

Templates marked as Use for Mobile Dispatch give mobile users access to quick, simple messaging with as few as four taps. You can create easy-to-use message templates for drivers to see in the mobile app and control the order in which they appear using the Sort Order field.

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HTML Formatting Tags

The following HTML tags can be used to format the body of a message:

Description of tag

Format of the specific tag

Font Size

<font size="1">This is really tiny text.</font>

Line Break

<br />

Bold text

<b>

End Bold text

</B>

Italic text

<i>

End Italic text

</I>

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Email Template Tags

Template tags can be added to the Subject or Body of an email to populate relevant information when the email is sent automatically.

Invoice/Settlement Template Tags

Description of tag

Format for the specific tag

Invoice Id

{InvoiceId}

Settlement Id

{SettlementId}

Settled On

{SettledOn}

To email address

{ToEmailAddress}

Shipment Id

{ShipmentId}

Reference Id 1

{ReferenceId1}

Reference Id 2

{ReferenceId2}

Reference Id 3

{ReferenceId3}

Reference Id 4

{ReferenceId4}

Reference Id 5

{ReferenceId5}

Customer ID

{CustomerId}

From City(Pickup location)

{FromMunicipality}

From State(Pickup State)

{FromAdministrativeArea}

To City(Delivery Location)

{ToMunicipality}

To State(Delivery State)

{ToAdministrativeArea}

Bill By Company

{BillByCompany}

Timestamp of when invoice was posted in local time.

{UtcNowMMddyyyyHHmmss}

Will display invoice number with no “IN-” prefix.

{InvoiceIdTrimed}

Will display full number without dashes.

{InvoiceIdNoDash}

Will display remove the beginign IN- and the trailing -xx from the invoice number.

{InvoiceShort}

Date

{Date}

Driver

{DriverId}

Carrier Id

{CarrierId}

Vendor Id

{VendorId}

Payee Id

{PayeeId}

Invoice template tags

{InvoiceId} - This option will name enter the full invocie number in the email, how the invoice Id reads in the TMS.

EX) IN-0000001774-01

{InvoiceIdNoDash} - This option will enter the Invoice numer in the email without the dashes.

EX) IN000000177401

{InvoiceShort} - This option will enter the Invoice numer in the email without the lead ‘IN-’ and the trailing ‘-01, -02, etc. This option is best used when only the digits inside of the dashes are needed.

EX) 0000001774

Check Call Template Tags

Description of tag

Format for the specific tag

Shipment Id

{ShipmentId}

Shipment Status

{ShipmentStatus}

Reference Id 1

{ReferenceId1}

Name of reference field 1

{ReferenceId1Caption}

Reference Id 2

{ReferenceId2}

Name of reference field 2

{ReferenceId2Caption}

Reference Id 3

{ReferenceId3}

Name of reference field 3

{ReferenceId3Caption}

Reference Id 4

{ReferenceId4}

Name of reference field 4

{ReferenceId4Caption}

Reference Id 5

{ReferenceId5}

Name of reference field 5

{ReferenceId5Caption}

Arrive On Date

{ArriveOnDate} - {LateWhenAfterDate}

Arrive On Time

{ArriveOnTime} - {LateWhenAfterTime}

From City(Pickup location)

{FromMunicipality}

From State(Pickup State)

{FromAdministrativeArea}

To City(Delivery Location)

{ToMunicipality}

To State(Delivery State)

{ToAdministrativeArea}

Bill By Company

{BillByCompany}

Customer Id

{CustomerId}

Trip Id

{TripId}

Trailer Id

{TrailerId}

Driver Id

{DriverId}

Live tracking

{LiveTrackingUrl}

ETA Remaining Miles

{CheckCallETARemainingDistance}

Current Location

{CheckCallMunicipality}, {CheckCallAdministrativeArea} {CheckCallPostalCode}

These tags will only function on status check calls

ETA

{CheckCallETAOnStopLocalDate} {CheckCallETAOnStopLocalTime}

These tags will only function on status check calls

Confirmation Sheet Template Tags

Description of tag

Format for the specific tag

Reference Id 1

{ReferenceId1}

Reference Id 2

{ReferenceId2}

Reference Id 3

{ReferenceId3}

Reference Id 4

{ReferenceId4}

Reference Id 5

{ReferenceId5}

Customer Id

{CustomerId}

Shipment Id

{ShipmentId}

Trip Id

{TripId}

Truck Id

{TruckId}

Trailer Id

{TrailerId}

Detention Email Template Tags

Description of tag

Format for the specific tag

Shipment Id

{ShipmentId}

Shipment status

{ShipmentStatus}

Customer Id

{CustomerId}

Detention email address

{ToEmailAddress}

Reference Id 1

{ReferenceId1}

Name of reference field 1

{ReferenceId1Caption}

Reference Id 2

{ReferenceId2}

Name of reference field 2

{ReferenceId2Caption}

Reference Id 3

{ReferenceId3}

Name of reference field 3

{ReferenceId3Caption}

Reference Id 4

{ReferenceId4}

Name of reference field 4

{ReferenceId4Caption}

Reference Id 5

{ReferenceId5}

Name of reference field 5

{ReferenceId5Caption}

Trip Id

{TripId}

Truck Id

{TruckId}

Trailer Id

{TrailerId}

Driver Id

{DriverId}

Current stop type (pick up or delivery)

{ShipmentStopType}

From City(Pickup location)

{FromMunicipality}

From State(Pickup State)

{FromAdministrativeArea}

To City(Delivery Location)

{ToMunicipality}

To State(Delivery State)

{ToAdministrativeArea}

Detention Revenue Amount

{DetentionRevenueAmount}

Detention Quantity

{DetentionQuantity}

Scheduled date to arrive

{ArriveOnDate}

Scheduled time to arrive

{ArriveOnTime}

Date actually arrived

{ArrivedOnDate}

Time actually arrived

{ArrivedOnTime}

Date departed

{DepartedOnDate}

Time departed

{DepartedOnTime}

Ditat Maintain Mail Templates Video

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