Molly Ronovsky : Can you please review and provide your feedback onto the attached mockups.

Aruna Rahejalooks great!

CC : Samir Ravi Banda
Hi Nandkumar Prabhakar Karlekar ,

Lets also consider attached screens and story while designing the database for email templates.

Thanks,
Swapnil P.

Hi All,

I have starting working on this i will submit the complete Analysis and design approach with benefits ASAP.

Thanks
Nandkumar

Molly Ronovsky : I am closing this ticket for UX respective in CB Jira

Hi Aruna Raheja ,

Which is this html template editor that you have used in this mockup(Email templates to end user.png) ?

Thanks,
Swapnil P.

Hi Swapnil Pandhare,

I have used a dummy for editor, have asked the UX team in USA that what they are using for CB guidelines. Once i got revert will let you know

Hi Swapnil Pandhare

I am working on the analysis and design of data structure and approach of email.

DB Design is ready for review.
Data Sampling is in progress.

Business logic flow pending
Need to run execute the user stories on analysis : Pending.

Thanks
Nandkumar

Hi Swapnil Pandhare,

For HTML editor, you can use wysiwyg editor as CB using in some of the product 

Hi Swapnil Pandhare,

I think we would do similarly to how the ATS sends - if I click on edit template, this is what I see:

Aruna Raheja, can you include the attributes Swapnil mentions? As well, it's worth it to note that if the fields are not filled in, the From comes from the user - but if filled in, it comes from that address vs. whoever is sending. To would be the candidate that is being emailed / sent the form. The tags are the dropdowns in the picture.

The three emails I described in the epic are sent to the candidate, but end user has ability to update these emails in settings. But these would be three defaulted templates for systems. Let me know if you have other questions.

Hi Samir,

As discussed in meeting, i have done the below changes.

1. Add fields of "To" "From" & "CC" (Have a query on this like whether you required textfield or textarea for CC)
2. Change the editor
3. Remove the option to change the branding. Need to discuss about "Call to Action" with Molly

Kindly let me know if you need something else in this.

Molly Ronovsky Please check and review

CC: Swapnil Pandhare Narendra Kumar

Aruna Raheja I do not believe we need the 'to' field, since this is the default template, and once we trigger forms, we know who the 'to' is. So it is weird to see in the template?

Also, you are missing a spot for tags. So to pull in Dear [candidate first name] - there is no where to populate?

Also, i see your note about branding - what will the output look like then? As it still needs to look nice - not saying we have to pull in branding at this point but will need to have a nice look / feel like Sertifi's does.

Molly Ronovsky : Have removed the "To" field and uploaded the screen

For tags : It will handled by dev team in editor (as discussed in meeting yesterday)

About Branding : Will change as per feasibility confirmed by Dev Team

cc : Samir Narendra Kumar Swapnil Pandhare

Hi Aruna Raheja,

As per our discussion we will be implementing the tags in HTML text area, @ will be the Tag character, It will display the DMS fields in the drop down. User need to select the field from drop down

As seen in our call you can refer the Jira comment sample in your mockup

Regards,

Samir

Hi Samir

Can you please share Tag list so that i can design UI for tags suggestion 

Aruna Rahejalooks good - once i see tags will confirm.

Narendra Kumar Tags UI has been uploaded. Kindly check

Running use case with data flow and business scenario for Email template.
got Idea for extensible of email template to document/template level.
Edit email template Analysis completed .

Aruna Raheja Looks good.