IN THIS LESSON

Managing email templates.

There are many options for managing customized event-driven automated emails.

You can view, edit and/or create email notification templates here. All templates appear as options to assign in the event in the Configuration manager, recipients in the Task manager and when sending an ad-hoc Notification.

Group Managers can create a new template or edit an existing template from the Settings>Email page.

Email body content can be personalised using the Handlebars.js variables framework. A set of variables map to select metadata content that is either system-generated (e.g. manuscript id) or captured in a form (e.g. manuscript title).

These initial variables allow for the insertion of text and hyperlinks in the body content of an email notification template e.g. Manuscript titles, sender/recipient usernames, manuscript ids etc.

A list of variables that can be used include:

  1. Manuscript title - {{ manuscriptTitle }}

  2. Group login link - {{{ loginLink }}}

  3. Sender name - {{ senderName }}

  4. Recipient name - {{ recipientName }}

  5. Author name - {{ authorName }}

  6. *Manuscript link (URL) - {{{ manuscriptLink }}}

  7. Manuscript title link (submission.link) - {{{ manuscriptTitleLink }}}

  8. Manuscript number (shortId) - {{ manuscriptNumber }}

*This link is adapted based on the receiver's role. If an editor receives an email notification that includes a link to a Manuscript in Kotahi - the link will point to the Control panel. If the recipient is a reviewer, the link will direct the user to the Review page and the author to the Submission page.

Group Managers can manually add a CC from the Emails>Email template>CC field, allowing someone apart from the primary recipient to receive a copy of the email. Selecting the checkbox will CC all editors assigned to a manuscript into the email notification when sent.