The purpose of this document is to add placeholders in the customized email templates.
If you want to send a personalized email in mass to a particular group we create a HTML template with the desired layout, desired mail body and placeholders for the various attributes to be added in the email like signature, date, place, quotation ID etc.
Use custom placeholders in e-mail templates to determine fields dynamically in emails like name, date place and id.
- The main templates should be created and to make the mail templates visible in WEBUI you need to assign the profile to the attribute in the Organizational model. You can assign mail profiles per teams, so you can have different mail templates per team. Transaction in SAP GUI: PPOMA_CRM
- Need to know the recipients and type of placeholders you need to add. If it is customized or standard needs to be identified and their respective function module needs to be identified.
Steps to configure
1)Logon to SAP GUI and open t-code SPRO
Flow the below path:
SPRO->CRM-> Shared Service Center: Cross Scenario Settings->Mail Handling -> Maintain Mail Profiles
Choose Transaction Type
Then you click on Define Mail Profile
Take an existing one and copy! Or you can create a new one
Mail Profile = Template ID
Form Name = Template ID ( You cans elect a standard one or create the same as your mail template)
SNS = Standard (IF its confidential and only for certain business user you can select Business or confidential as per requirement)
Description = Any description
Email Address = add email for SSC if available
Fill all in and hit ENTER and then save.
It will ask for a customizing Transport request.
Then select the row and click on Define Recipients
Recipient ID = Number
Determination logic = Select from F4 help. Chose a standard class
Parameter = type of person sending the email like sold to party(00001), contacting person, Team etc
Function = TO, CC, BCC( select any one based on the requirement)
Then click on Define Mail variables
Structure = Name of a structure (Can be standard or customized)
Component Name = The name of your place holder
Function Module = Standard or customised based on the requirement.
For example if the first name of the contact person you want only for your transaction type then we can write a small custom function module passing the value to the structure and give the function module name here.
INSERT iv_header_guid INTO TABLE lt_header_guid.
CALL FUNCTION ‘CRM_ORDER_READ’
it_header_guid = lt_header_guid
et_partner = lt_partner
document_not_found = 1
error_occurred = 2
document_locked = 3
no_change_authority = 4
no_display_authority = 5
no_change_allowed = 6
OTHERS = 7.
IF sy-subrc <> 0.
* Read based on the requirement
READ TABLE lt_partner WITH KEY partner_fct =’XXX001′ INTO ls_partner.
lv_contact_name = ‘XXXTEST’
IF sy-subrc = 0.
IF iv_structure IS NOT INITIAL.
IF iv_field IS NOT INITIAL.
* The structure and field were handed over
ls_mail_placeholder-value = lv_contact_name.
CONCATENATE iv_structure ‘-‘ iv_field
APPEND ls_mail_placeholder TO ct_mail_placeholder.
Then select on save.
This is how you define place holders.
After defining this to make note templates visible in the UI you have to create a profile and assign mail templates.
SPRO->CRM-> Interaction Center WebClientàBasic Settings->Communication Channels-> Define Standard Response Groups
Create a profile and assign mail templates that you would like to use for the notes tab according to the list.
Last step is to assign the profile to the organizational unit which should see the templates in PPOMA_CRM.
Then once done you can see the placeholders in the mail template……
Please let me know your thoughts, doubts in the comment section below, and if you enjoyed, please like and share.
Happy blogging and sharing everyone!