Configuring the email message

When suppliers are invited to your partner portal, a default email message is configured for them. The email message automatically uses the organization name, primary color, and portal URL that are defined in your TenantParameters. However, you can configure the email message to override the default message.

1. Configure the email message:
   1. In the Envizi Supply Chain Intelligence application, click Message builder.
   2. Click Portal invite for scope 3.1 and then click Copy.
   3. Enter a name and a logical name.
      The logical name is for organizational purposes and is not shared in outgoing emails.
   4. Click Configure content > Edit.
   5. Edit Message subject and Message body as required and then save.
      To edit the message body, use either the HTML edit tab or the HTML source tab.
2. Override the default email message:
   1. Click Card builder.
   2. Click the Filter icon and under Other card types, select Button and then click Apply filters
   3. Select the Preview Email Button card, select Create an override from the overflow menu, and then click Continue.
   4. To edit the source, click </>.
   5. Scroll down and find the text resources[1].request.body, then replace the text portalInviteForScope31 with the logical name of the message that you created previously and click Done.

      {
            "name": "resources[1].request.body",
            "values": [
              "{ \"emailMessageTemplateLogicalName\": \"portalInviteForScope31\", \"notificationType\": \"email\", \"contacts\": [{\"firstName\": \"{{$root.viewData?.IBMMeta?.userFirstName}}\", \"lastName\": \"{{$root.viewData?.IBMMeta?.userLastName}}\", \"emailAddress\": \"{{$root.viewData?.IBMMeta?.userEmail}}\"}],  \"primaryBusinessObject\": [\"Organization\"], \"type\": \"notification\", \"tenantId\": \"{{tenantId}}\", \"name\": \"{{$root.viewData?.IBMMeta?.userFirstName}}\", \"additionalInfo\": [{\"name\":\"supplier.primaryContact.firstName\", \"value\":\"{{$root.viewData?.IBMMeta?.userFirstName}}\"}, {\"name\":\"supplier.primaryContact.lastName\", \"value\":\"{{$root.viewData?.IBMMeta?.userLastName}}\"}, {\"name\":\"tenantParameters.brandInfo.url\", \"value\":\"{{$requests[0].output.brandUrl}}\"}, {\"name\":\"tenantParameters.brandInfo.primaryColor\", \"value\":\"{{$requests[0].output.primaryColor}}\"}, {\"name\":\"tenantParameters.brandInfo.organizationDisplayName\", \"value\":\"{{$requests[0].output.orgDisplayName}}\"}, {\"name\":\"objectId\", \"value\":\"{{$requests[0].output.objectId}}\"}], \"specialRenderingMode\": \"DEFAULT\" }"
            ],
            "metaInformation": "resourceOption"
          },

3. To test the new email message, click Preview email and check your email inbox to ensure that the email renders as you expect.
   1. In a separate tab, modify the message in the message builder as necessary.
   2. Click Save to save the override.
   You can delete the override at any time to return to the default state.
4. Create and activate a rule for the new email message.
   1. Click Rule builder.
   2. Select the Send invite for scope 3.1 rule and click Copy.
   3. Remove the text - copy from the name field.
      Important:

      Ensure there is a space after 3.1 in the rule name. If an error related to the unique name of the rule is detected, add a space after the rule name.

   4. Update the logical name to a unique name.
   5. Click Configure and scroll to Actions, then click the Email Edit icon.
   6. On the Add action page, under Message, select the message that you created previously, click Done and then Save.
   7. Activate the Send invite for scope 3.1 rule that you created and deactivate the original rule.