Email User Interface (UI)

The ACE Email User Interface (UI) provides a rich text editor for creating email templates. Users can format content, insert ACE Fields, reusable email template sections, loops, images, tables, and HTML to build dynamic email templates.

Email Template Editor

The Email Template Editor provides two editing modes:

HTML Mode

Allows you to edit the underlying HTML, including importing and exporting HTML files.

WYSIWYG Mode

Provides a visual editor for formatting text, tables, images, and other content without editing HTML.

Email UI Features

The Email Template Editor includes the following features:

• ACE Fields

• Reusable Email Template Sections

• HTML Source Code

• Images

• Tables

• Loops

• Text Formatting

• Find and Replace

• Hyperlinks

• Emojis

• Special Characters

• Undo / Redo

• Copy and Paste

Clone an Email Template

Existing email templates can be cloned to create a new template while preserving the original formatting and content.

Create an Email Profile

Before creating an email template, open an account containing the fields you intend to use so they can be tested.

1. Go to Setup → Email → Profiles → New.

2. Select the Category.

3. Enter the Identifier.

4. Enter the Subject.

5. Click Save.

6. Open the new profile.

7. Proceed to the Template Editor.

By default, ACE will automatically add the following ACE Fields:

You can delete, rearrange, or replace these fields as needed.

Note

If an email template will only be used as a reusable email section, InterProse recommends marking the template Inactive so it does not appear as a selectable email template when composing emails.

ACE Fields

ACE Fields insert account, demographic, client, payment, and other dynamic data into an email template.

To insert an ACE Field:

1. Click ACE Fields.

2. Select the desired category.

3. Search for or browse to the field.

4. Click the field to insert it into the template.

Reusable Email Content

Reusable Email Templates allow common email content, such as headers, footers, signatures, or disclaimers, to be maintained in a single email template and reused across multiple email templates.

Create a Reusable Email Template

1. Create a new Email Profile.

2. Enter a unique Identifier (for example, FOOTER).

3. Mark the template Inactive.

4. Design the reusable content.

5. Save the template.

Use a Reusable Email Template

1. Open the email template where you want to include the reusable content.

2. In the Template Editor, place the cursor where you want the reusable content to appear.

3. Insert the variable.

4. Save the template.

Note

Replace VENDOR_IDENTIFIER with the email vendor identifier and TEMPLATE_IDENTIFIER with the identifier of the reusable email template you want to include. For example, ${email.DEFAULT.FOOTER} inserts the contents of the FOOTER email template from the DEFAULT email vendor.

Nest Reusable Email Templates

Reusable Email Templates can reference other reusable email template sections, allowing you to build complete email templates from smaller reusable components.

1. Create one, REUSABLE_RECEIVER_TEMPLATE email template, containing common content associated with a consumer (inactive).

2. Create a second one, REUSABLE_ADDITIONAL_ACCOUNT_DETAILS, containing common content associated with a consumer's account (inactive).

3. Create a reusable REUSABLE_COMPANY_HEADER_SECTION email template (inactive).

4. In the REUSABLE_COMPANY_HEADER_SECTION template, insert both of the others.

   1. Example:

      1. ${email.DEFAULT.REUSABLE_RECEIVER_TEMPLATE}

      2. ${email.DEFAULT.REUSABLE_COMPANY_HEADER_SECTION}

5. Save the REUSABLE_COMPANY_HEADER_SECTION template.

6. Open or create an email template you want to include the REUSABLE_COMPANY_HEADER_SECTION in (active).

7. Insert only the REUSABLE_COMPANY_HEADER_SECTION variable into the email template.

   1. Example: ${email.DEFAULT.REUSABLE_COMPANY_HEADER_SECTION }

8. Add the body of the email to be sent below the REUSABLE_COMPANY_HEADER_SECTION variable

Note

The system prevents circular references between reusable emails to avoid infinite loops and ensure email templates can be rendered correctly.

Supported Formatting Functions

format_date(${debt.assignedDate}, "MM-dd-yyyy")

format_zip(${client.zip})

format_currency(${debt.currentBalance}, "###,###,###,###.##")

format_percent(${client.minSettlement}, "#,###.00")

Tables and Loops

Tables are commonly used with ACE Loops to display repeating information, such as bundled accounts, payment plans, or transactions. When a loop repeats, each iteration populates a new row in the table.

Best Practices

Use tables whenever displaying repeating data from an ACE Loop.

Use only one looping table per email template. Attempting to use more than one looping table in the same email may produce unexpected results.

Always test emails across multiple email clients to verify formatting.

Row Properties

1. Header Rows:

   1. Set the top row to “Header” to highlight table headings.

   2. Customize the header row background color in the Advanced tab for visual distinction.

2. Body Rows:

   1. Body row repeats for each account in the bundle loop. Use this row for account-specific variables.

3. Footer Rows:

   1. Set the bottom row to “Footer” to summarize or include static information (e.g., bundle totals).

   2. Background colors and other styles can be customized in the Advanced tab.

Cell Properties

• Customize individual cells in the Cell Properties submenu:

  • Set background colors for unique cell styles.

  • Adjust alignment, borders, and padding for precise formatting.

Example Table and Loop Workflow

This example displays account information for every account in a bundle.

1. Insert a Loop:

• Click on ACE Fields.

• Navigate to Loops and select the desired loop (e.g., [bundle_loop]).

• Once inserted, center your table between the [bundle_loop] fields (e.g., [bundle_loop] and [/bundle_loop]).

2. Create a Table:

• Insert rows for the Header, Body, and Footer.

• Use Header Rows for table headings (e.g., Account Number, Current Balance).

• Use Body Rows for account-specific details like ${debt.customerAccountNumber} and ${debt.currentBalance}.

3. Format Your Table:

• Apply distinct background colors to header, body, and footer rows using the Advanced tab for visual clarity.

• Customize individual cell properties, such as alignment, padding, and borders, for precise formatting.

4. Insert Variables:

• Add account-specific variables (e.g., ${debt.customerAccountNumber}) to the body rows.

• Add bundle-level variables (e.g., ${bundle.currentBalance}) to the footer row for totals or summaries.

5. Preview and Test:

• Check that the loop correctly replicates the body rows for each account.

• Ensure headers and footers remain static.

• Test your email across various hosts to confirm consistent formatting and rendering.

Images

Images stored in the File Manager Public folder can be inserted into email templates.

Single Client Templates

Use Insert → Image.

Multi-Client Templates

Use one of the following variables:

• ${client.logo}

• ${masterClient.logo}

• ${client.consumerLogo}

• ${masterClient.consumerLogo}

Importing and Exporting HTML

Export:

1. Open the email template.

2. Click the Download icon in the Template File section.

3. Save the HTML file.

Import

1. Create a new Email Profile.

2. Complete the required fields.

3. Upload the HTML file.

4. Save.

Edit HTML

1. Click View → Source Code.

2. Modify the HTML.

3. Save your changes.

Test an Email Template

1. Click Apply.

2. Enter a test email address.

3. Click Test.

4. Review the email to verify:

   1. ACE Fields

   2. Reusable Email Template Sections

   3. Loops

   4. Images

   5. Formatting

5. Make any necessary changes.

6. Click Save.