Scenario
When utilizing a Default Email Template within an Invoice Transaction Form, an Adobe Hyperlink in the footer of the email body is intentionally included. However, some mail filters may block emails containing hyperlinks, leading to potential deliverability issues. This guide outlines steps to remove the hyperlink and enhance email deliverability.
Solution
I. Create a Custom Email Template:
1. Go to Documents > Templates > Email Templates > New.
2. Enter a Template Name (e.g., Custom Invoice Email Template).
3. Select Transaction as the Record Type.
4. Specify the Subject
example:
${companyInformation.companyName}: ${transaction@title} #${transaction.tranId}
5. Enter the Email Body.
NOTE: You can customize it further using HTML if necessary by clicking the SOURCE icon.
7. Click Save.
II. Customize the Transaction Form:
1. Navigate to Customization > Forms > Transaction Forms.
2. For the Standard Invoice Transaction Form, click Customize. For your preferred custom Invoice Transaction Form, click Edit.
3. Enter a Name (e.g., Custom Invoice Transaction Form).
4. Select the Custom Invoice Email Template or the newly created email template for Email Message Template.
5. Check the "Form is Preferred" option.
6. Click Save.
Note: You may apply the same process to Statement emails using 'Advanced' Printing Type for Print and Email Template. Nominating a custom email template for Statements in Basic Printing Type is not yet available when sending statements via Transactions > Customers > Generate Statements.