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Creating Custom Tokens for Email Content

Objective

After completing this lesson, you will be able to create custom tokens for email subjects and message content

Custom Email Tokens Using Document Generation

Email tokens automatically populate information in an email once the email is triggered in the onboarding process. There are only a few tokens available for email templates, but you can add more tokens by creating custom tokens.

There are two steps involved in creating custom email tokens for email templates:

Create a new document template with the name EMAIL_CUSTOM_TOKEN_MAPPING using Document Generation — Manage Document Template.
Map the fields on the document template that represent the email tokens. This is done using Document Generation — Manage Document Template Mapping.

In these steps, you are creating a document template that contains a list of email tokens.

Create Custom Tokens in Email Templates

Business Example

The organization wants to add more dynamic information to the email notifications sent during new hire onboarding processes. This creates more personalized messages for all employees involved in the onboarding process.

In this exercise, you will create custom tokens that will be used on email templates.

Steps

In the instance, navigate to Document Generation — Manage Document Template using the Action Search box.
In the Create New dropdown list, search for and select Document Generation Template.
For the Template ID, enter EMAIL_CUSTOM_TOKEN_MAPPING.
Enter values for all mandatory fields and the relevant optional fields. For the Template Content field, enter the names of the custom tokens, separated by a line of text. We recommend using a prefix such as CT_ on the name for each custom token to make it easy to find in the list of tokens on an email template.
To save the document template, choose Save.
In the Action Search box, search for Document Generation — Manage Document Template Mapping.
Map each of the custom tokens you have named in the content of EMAIL_CUSTOM_TOKEN_MAPPING to the defined fields in SAP SuccessFactors Onboarding.
To save the mapping, choose Save.

Result

You can use the new custom tokens you have created in any email template in Email Services.

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