Questions tagged [message-templates]

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18 views

How do I remove the time from the token {contribution.receive_date}

It seems that after updating to CiviCRM 5.36.1 the token {contribution.receive_date} is now showing the time along with the date so that the format looks like this: February 8th, 2021 3:58 PM Is there ...
2
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1answer
36 views

Can't get Pretty Workflow Messages to work

I'm trying to use Pretty Workflow Messages to prettify system messages, in particular the subscription messages. I'm running CiviCRM 5.36.1 with PWM 1.2. I've created a special message template and ...
0
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1answer
10 views

Best practices for translating message templates

As the message templates are quite complex, especially the system-flow templates, with their Smarty templating structures, and they sometimes are updated, you would rather not edit them. But if you ...
2
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1answer
24 views

Using fields of referenced contacts in message

When I have two contacts that have an employer/employee relationship in CiviCRM I can use the name of the employer in message templates when I sent messages with the {contact.current_employer} tag. ...
2
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1answer
20 views

I want someone BCCd to an email genearted by a System Workflow Message

I want to add a CC or BCC email to an email generated by System Workflow Messages. For example, when the "Memberships - Signup and Renewal Receipts" message gets emailed to a donator, I want ...
2
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1answer
15 views

Message is localized but message template is not

I received an summary of an activity that looked like this (in Swedish): Åtgärdssammanställning - Telefonsamtal Med kontakt(er) name_10564 Typ av åtgärd Telefonsamtal Ämne Introduktion Obviously ...
5
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1answer
46 views

Is it possible to have a user that's only capability is to work with Mosaico. Specifically to Create/modify templates

I'm a one man show and this is my first excursion into setting ACLs. I have a volunteer that wants to work with me on creating & editing Mosaico email templates. At some point they may also be ...
2
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1answer
63 views

Invalid Currency error when using custom template

I'm creating a custom thank you following the instructions here https://docs.civicrm.org/user/en/latest/contributions/manual-receipts-and-thank-yous/ However the {contribution.total_amount} token is ...
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0answers
29 views

Using smarty variables in contribution receipts sent with CiviRules

Because I want to send a receipt to our monthly donors when they signup (pre-notification) before it runs on the 1st of the month, I need to use CiviRules. The contribution is pending so Civi by ...
1
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2answers
34 views

Smarty contribution summary works on one site, but not another on the same server

I have burned hours on this and feel at a wall. Would appreciate some fresh eyes to shed light on new avenues of exploration. I am using "find Contributions" to generate a list of ...
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0answers
30 views

Print/Merge Template Challenge

I have a word doc (ODT) that uses Tokens and works fine when I am in and choose the file from my device to Print/Merge - it creates a beautiful merged document. When I go to message template and ...
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0answers
15 views

Insert tokens in subject of print/merge document

I'd like to add {contribution.receive_date} in email subject in "Print/Merge documents" action (Thank-you Letter for Contributions (PDF)), but there is not tokens selector. I prefer to send ...
2
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1answer
24 views

How to provide custom token for subscription related automated messages?

I'm trying to privide a token for mailing related automated messages. I followed the instructions about hook_civicrm_tokens and hook_civicrm_tokenValues but it does only work for "CiviMail" ...
1
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1answer
18 views

Hook postProcess doesn't work with message templates form

I'm trying to add a couple of fields to the message templates ("CRM_Admin_Form_MessageTemplates") in a custom extension. I use the "buildForm", "validateForm" and the &...
1
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2answers
49 views

Problem with permissions to edit message templates

I have recently upgraded from CiviCRM 5.24 to 5.27.2 (on Drupal 7.72), and a user reports a new problem with editing message templates, specifically the User Message Templates. She can open the ...
1
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1answer
38 views

Receipts for FL donors

The state of Florida, USA requires a special statement on contribution acknowledgements & receipts. I am trying to edit the online and offline workflow template so that it will include that ...
4
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0answers
28 views

How to identify which message template is being used?

In my experience of working with CiviCRM, which goes back further than I care to remember, it has often been tricky to identify which message template is being when invoices/receipts/confirmation ...
1
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1answer
19 views

How do i add a new checkbox in message template

I want to display a checkbox when the user clicks upload documents in message template. How should i do it?
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0answers
19 views

Scheduled Reminders don't pick up changes to Templates

We have observed the following behaviour with a Scheduled Membership Reminder using an Email Message Template. When the Template used by a Reminder is edited, the Reminder continues to use the old ...
1
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1answer
33 views

“Failed to execute rule” - Civirules error, How to solve?

I have a set of civirules in places, when a contact is tagged it should send a welcome email. But I am keep receiving the following error message in log and welcome email is not sent. It happens for ...
1
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1answer
27 views

How could I restrict view access to message templates

Wordpress. I know I can restrict edit access but I would like to restrict "use". So I can allow some users to send an email but not select a template. (otherwise they can use for instance CEO ...
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0answers
25 views

How to fix a broken invoice message template?

On a site that I've been looking after for over 10 years (and which therefore has gone through a lot of Civi upgrades, currently on 5.24.x) I've just turned on the invoicing feature. The problem is ...
4
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2answers
48 views

How to set Thank-You Letter template to start the next letter on a new page

Drupal 7.69 CiviCRM 5.20 We use Thank-You letters for our Year-end receipts. We use line-items for our fund accounting. If a donor gives monthly to more than 2 funds, the search result for the letter ...
1
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1answer
32 views

comply with CAN-SPAM in workflow messages

I am using CiviCRM 5.18.4 with WordPress 5.3.2, and residing in the United States, where we are required by law to include certain info (our postal address and an opt-out link) in ALL our emails. I ...
2
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2answers
45 views

How to default a pdf print template

Is there a way to set a default Template on the Print/Merge Document screen? I have a common workflow which uses a customised search, which then goes to the Print/Merge Document action (or a clone ...
2
votes
1answer
41 views

Thank-you letter incorrect contribution currency

My setup: CiviCRM 5.20.0 on Drupal 7. I entered contributions in different currencies. In Find Contributions, check some entries. At Actions select Thank-you letter print or email. I put tokens ...
1
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1answer
50 views

How to email a link to a confidential document in Civi

A client runs several night shelters for the homeless & uses Civi. They want to email a 'daily activity' report to staff & volunteers - the content of which is confidential. All staff & ...
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0answers
41 views

Custom field in event - for the message templates

In the Event Information I have new field. There, the organizer can be selected from the CRM. For the message templates I would like to use this information. If the field is filled, the First name / ...
5
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2answers
55 views

Do any token extensions provide a token for “age” rather than just DOB?

Age is displayed on a contact record but only DOB is a token available in message templates. Are there any extensions that make age available for use? I've not been able to locate anything.
1
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1answer
28 views

Where do I change the wording “membership fee total?”

I'm already in the automated workflow templates, but I don't know which variable I need to tinker about with so that I change the wording. I have a recurring recertification, that I'm processing as a ...
2
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2answers
81 views

Message Templates Font Color Change

Message Templates I want to specify the color of the text "Status - Send Copy of an Activity" for incoming mail as color code 1f497d. So I want to replace the posts in the table with 1f497d color, ...
3
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0answers
38 views

Adding conditional content in message template for emails, but not for PDFs

I'm wondering if it's possible to add some conditional logic in my custom user-driven message template to show some content (in this case, a footer) for messages that are sent as emails, but not to ...
4
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1answer
115 views

Send different event confirmation emails

I have setup 2 different events. I would like to send different confirmation emails for the events with the relevant information. This hasn't been an issue before because I have only ever ran 1 event ...
0
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1answer
52 views

wordpress Upgrade 5.2.2 to 5.14 fails with UPDATE civicrm_msg_template error

I've had this problem previously on another site going from 5.2 to 5.10 and was helped here : "Upgrade 5.2.2 to 5.10.4 fails with UPDATE civicrm_msg_template error" with lines to comment out from CRM/...
2
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2answers
55 views

Detail instructions on manually updating message templates (5.9.0 to 5.10.4)

We just updated our CiviCRM (Wordpress) from 5.9.0 to 5.10.4. Prior to the associated database upgrade, I got this message about having to upgrade our customized message templates. I screen copied the ...
3
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2answers
86 views

(How) can I add a footer fixed to the page of a message template for printing a pdf?

How can I fix a footer section at the bottom of the page of a Message Template? (no matter whether how much text the user is adding - the footer with our contact and donation account should always be ...
3
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2answers
68 views

CKEditor can only edit user driven message templates

If I edit a user driven message template, then CKEditor works nicely. If I try to edit a system message template, the template fills only into a textarea, without CKEditor. Since it's done as site ...
1
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1answer
59 views

{$contribution_aggregate} not outputting in message template

I'm sure I'm missing something basic, but following the various documentation and examples I've seen I can't get {$contribution_aggregate} to actually output the aggregate contributions for a donor, ...
4
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1answer
89 views

How do I get the Name and Address on the Invoice to show up in a Window Envelope?

A client recently asked me the following question: I need to be able to mail (postal mail) invoices to our Members. Our pre-printed size 10 envelopes have a window bottom-left. How can I get the ...
0
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1answer
40 views

Receipt template formatting (still) broken?

We've upgraded civicrm multiple times the last few years. At a certain point, the receipt templates broke. It stopped showing credit card information and membership start/end date (for membership ...
2
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2answers
77 views

Mailing template not picking up images

Drupal: 7.59 CiviCRM 5.3.2 After Upgrading to 5.3.2 my mail temaplates are no longer showing the images (logo signature) I checked the path in the template and they are correct but the generated PDF ...
3
votes
2answers
131 views

How to include token or variable for Invoice number under the message templates for Memberships - Receipt (on-line)

I need to send Invoice number in the message templates for Membership Receipt Online, but I don't see any token or variables associated for Invoice Number which I can use to place it is there any ...
2
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0answers
63 views

Billing name not included in message template: Receipt (on-line)

The billing name is not showing in the message template: Events - Registration Confirmation and Receipt (on-line). The template is using $billingName to get the billing name. The billing address ...
2
votes
2answers
94 views

Search Custom Template Directory first when using Smarty {include}

I'm sure this is easy but the answer has escaped me. On a drupal install CiviCRM is installed at: /webtree/mysite/htdocs/sites/www.mysite/modules/civicrm I have a Custom Template File directory set ...
1
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2answers
33 views

Latest 'Note' field is not being used in the “Profiles - Admin Notification” email template

Was wondering if anyone else has seen this problem and found a fix. I was going to test on the Demo site, http://dmaster.demo.civicrm.org, but I figured I wouldn't be able to receive the email to see ...
3
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2answers
95 views

Message Template Token limitations

We want to use Message Templates for tailoring our sponsorship renewal invoice reminders. We have multiple sponsorships setup as separate Membership Types with corresponding prices sets. However data ...
0
votes
1answer
55 views

Newsletters only display plain text, not HTML

I'm having a strange problem here: basically, whenever we send a newsletter, only the plain-text part appears. I have checked with the SMTP gateway and the emails it is sending out are the same as the ...
3
votes
1answer
166 views

Can't select Mailing Template in CiviMail after upgrading CiviCRM to 4.7.30

After upgrading Civi to 4.7.30 the Template dropdown on the New Mailing screen has disappeared - the only option is to save to a new one: We upgraded from Civi 4.7.29 to 4.7.30 on Joomla 3.8.5, but ...
3
votes
1answer
49 views

Emails templates in the language of the receiver

I am working on a project in Belgium, where they speak French and Dutch. Now I want to send an email in the language of the receiver, using a standard template. Does CiviCRM offer options to support ...
1
vote
1answer
129 views

How to trigger the Refund Notification email

There is a message template called "Additional Payment Receipt or Refund Notification" in the System workflow messages. I have tried to trigger the Refund Notification by adding contributions and then ...