Enabling Act On It Email Alerts
Here's how to enable Act On It email notifications. Once enabled, you will be able to turn any Act On It notification into an email alert with a single click:
*** NOTE - As of Sept '22 this is handled automatically upon installation. This article now serves to highlight where and how you can modify the setup as required. ***
- Start by creating a new Lightning Email Template
- Navigate to the 'Email Templates' tab via the Salesforce App Launcher and select 'New Email Template'.
- Give the template a name like "Act On It Alert Template".
- Important: Choose "Message" for Related Entity Type.
- Add the following merge field for subject line: {{{ActOnIt__MessageRecipient__c.ActOnIt__EmailAlertSubject__c}}}
- Under 'HTML Value', click the 'Source' button and paste the following HTML code into the text area, replacing all existing code:
<html style="overflow-y: hidden;">
<head>
<title></title>
<meta content="width=device-width, initial-scale=1, maximum-scale=1, user-scalable=0" name="viewport"><meta content="text/html; charset=UTF-8"><meta name="format-detection" content="telephone=no"><meta content="light" name="color-scheme"><meta content="light" name="supported-color-schemes">
<style type="text/css">ReadMsgBody {
width: 100%;
}
.ExternalClass {
width: 100%;
}
.ExternalClass,
.ExternalClass div,
.ExternalClass font,
.ExternalClass p,
.ExternalClass span,
.ExternalClass td {
line-height: 100%;
}
body {
-webkit-text-size-adjust: 100%;
-ms-text-size-adjust: 100%;
margin: 0 !important;
background-color: #fff !important;
}
p {
margin: 1em 0;
}
table td {
border-collapse: collapse;
}
img {
outline: 0;
}
a img {
border: none;
}
@-ms-viewport {
width: device-width;
}
#MessageViewBody,
#MessageWebViewDiv {
width: 100% !important;
}
#MessageViewBody a,
u + #body a {
color: inherit;
text-decoration: none;
font-size: inherit;
font-family: inherit;
font-weight: inherit;
line-height: inherit;
}
@media only screen and (max-width: 480px) {
.container {
width: 100% !important;
}
img {
max-width: 100% !important;
height: auto !important;
max-height: auto !important;
}
.responsive-td {
width: 100% !important;
display: block !important;
padding: 0 !important;
}
body {
padding: 0 !important;
font-size: 16px !important;
line-height: 150% !important;
}
h1 {
font-size: 22px !important;
line-height: normal !important;
}
h2 {
font-size: 20px !important;
line-height: normal !important;
}
h3 {
font-size: 18px !important;
line-height: normal !important;
}
}
@media only screen and (max-width: 640px) {
.container {
width: 100% !important;
}
}
a.button--flat span,
a.button--solid span {
font-weight: 700;
}
a.button--solid {
font-family: Verdana, Geneva, Tahoma, sans-serif;
text-transform: uppercase;
padding-left: 32px;
padding-right: 32px;
padding-top: 13px;
padding-bottom: 13px;
border-radius: 50px;
font-weight: 700;
font-size: 12px;
}
a.button--flat {
font-family: Verdana, Geneva, Tahoma, sans-serif;
text-transform: uppercase;
padding-left: 0;
padding-right: 0;
padding-top: 0;
padding-bottom: 0;
border-radius: 0;
font-weight: 700;
font-size: 12px;
}
a.button--solid.button--primary {
color: #fff;
background: #70d200;
}
a.button--flat.button--primary {
color: #70d200;
background: 0 0;
}
a.button--solid.button--secondary {
color: #fff;
background: #2d3748;
}
a.button--flat.button--secondary {
color: #2d3748;
background: 0 0;
}
a.button--secondary-discreet {
color: #1a202c;
background: #edf2f7;
}
a.button--solid.button--offer {
color: #fff;
background: #f44336;
}
a.button--flat.button--offer {
color: #f44336;
background: 0 0;
}
a.button--white {
color: #1a202c;
background: #fff;
}
a {
color: #384249;
text-decoration: none;
}
a[href^='tel'] {
color: red;
text-decoration: none;
}
a.accent-link {
color: #52aed1;
text-decoration: none;
}
a[x-apple-data-detectors] {
color: inherit !important;
text-decoration: none !important;
font-size: inherit !important;
font-family: inherit !important;
font-weight: inherit !important;
line-height: inherit !important;
}
h1 {
font-size: 19px;
}
p {
font-size: 13px;
line-height: 1.3em;
color: #2d3748;
}
</style>
</head>
<body bgcolor="#FFFFFF" style="background-color: rgb(255, 255, 255); color: rgb(45, 55, 72); margin: 0px; text-size-adjust: none; line-height: normal; font-size: 13px; font-family: Verdana, Geneva, Tahoma, sans-serif; height: auto; min-height: auto;">
<table align="center" border="0" cellpadding="0" cellspacing="0" width="100%">
<tbody>
<tr class="darkmode-bg2">
<td align="center">
<table align="center" border="0" cellpadding="0" cellspacing="0" class="container" width="700">
<tbody>
<tr>
<td align="center" style="padding-bottom: 24px; padding-top: 24px;" valign="top">
<table cellpadding="0" cellspacing="0">
<tbody>
<tr>
<td style="border-radius: 8px; overflow: hidden;">
<table bgcolor="ffffff" cellpadding="0" cellspacing="0" class="darkmode" width="100%">
<tbody>
<tr>
<td class="responsive-td" valign="top">
<table cellpadding="0" cellspacing="0">
<tbody>
<tr align="center">
<td style="padding: 24px;"><img alt="Logo_Light_Colour" height="62" src="https://golfbreaks.file.force.com/file-asset-public/ActOnIt__LogoLightColour?oid=00Db0000000dULD" style="max-width: 1852.57px; width: 213.993px; height: 61.9965px;" title="Logo_Light_Colour" width="213" /><br />
<br />
<br />
<font color="#2d3748"><span style="font-size:26px;"><b>{{{ActOnIt__MessageRecipient__c.ActOnIt__EmailAlertSubject__c}}}</b></span></font><br />
<font color="#2d3748"><span style="font-size:24px;">{{{ActOnIt__MessageRecipient__c.ActOnIt__EmailAlertMessage__c}}}</span></font> <span style="display:none"><font color="#2d3748">aoiRef:{{{ActOnIt__MessageRecipient__c.Id}}}|{{{ActOnIt__MessageRecipient__c.ActOnIt__RecordId__c}}}</font></span></td>
</tr>
<tr align="center">
<td style="padding-bottom: 40px; padding-left: 24px; padding-right: 24px;"><span style="font-size:16px;"><font color="#2d3748">{{{ActOnIt__MessageRecipient__c.ActOnIt__EmailAlertMessageDetail__c}}}<br />
<br />
{{{ActOnIt__MessageRecipient__c.ActOnIt__DynamicEmailContent__c}}}</font></span></td>
</tr>
<tr align="center">
<td style="padding-bottom: 24px;">
<table align="center" border="0" cellpadding="0" cellspacing="0" height="40" width="100%">
<tbody>
<tr>
<td align="center" width="100%">
<table border="0" cellpadding="0" cellspacing="0">
<tbody>
<tr>
<td bgcolor="#FE5C36" style="border-radius: 50px; padding-left: 5px; padding-right: 5px; font-family: Verdana, Geneva, Tahoma, sans-serif;"><a class="button--solid" href="{{{ActOnIt__MessageRecipient__c.ActOnIt__EmailAlertCTAURL__c}}}" style="padding: 12px 12px; mso-padding-alt: 12px 12px; min-width: 10px; display: block;text-decoration: none;border:0; text-align: center; text-transform:uppercase; color: #ffffff; border: 1px solid #FE5C36;-moz-border-radius: 30px; -webkit-border-radius: 30px; border-radius: 30px; mso-line-height-rule: exactly; line-height:18px;">View Details</a></td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</body>
</html>
It will look something like this:
2. Update Act On It Settings custom setting
Once you have configured your template, update the "Act On It Settings" custom setting:
- Search "Custom Settings" in the setup menu and open "Act On It Settings".
- Paste the new template's Developer Name as "Default Email Template".
- Confirm "Email Message Notifications Is Active" is checked.
3. [Optional] Set default FROM email address.
Act On It email alerts will be sent from an 'Automated Process User', which may be blocked by some ESPs. To workaround this issue you can configure a trusted 'no-reply' email org-wide email address and paste the OWEA's Salesforce Id into the "Default Org Wide Email Address Id" field:
