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yogananda
Product and Topic Expert
Product and Topic Expert
0 Kudos
In this article, we’ll look at some practical ways you can add/modify the standard templates using online editors for sending email notifications to the customers; based on workflow actions.


Getting Started



Selecting a Template





Customizing your Template  — Working from the top down.








Go to SAP CPQ Setup > Workflow/Approval > Notifications

Notifications are triggered by workflow events, like a new order being placed, or an order being failed. They are sent to you, your staff, or your customers, depending on the event as well as your order notification settings.

Each one of these notification templates can be customized to include custom HTML and CSS, which means there’s a lot of room to showcase your brand.

There are currently 10 Standard Email templates are available (2B) and also you can add new notifcation templates using (2A)

To modify the existing template, click one of edit button (pencil icon)



To make beautiful template, you will have to copy the message text and update the new changes in the same area.


Set Email Type : HTML
Set Condition
: 1 should be set for template ( 1 = Active)




HTML Online Editors







Copy the Message text from one of the Notification and paste it to preview or adjust the html, css tags according to the new branding of the customer request.



Make sure that you test!


you’ll have to test each email notification newly added to ensure the output looks right from a customer’s perspective. As developers, we should always be thinking about how the end will look and feel for the customers.
Note : There is no preview functionality to review the notification template.



CTX Tags  - Prepare & Test


CTX tags are used for retrieving certain values from various parts of SAP CPQ.

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