PowerClerk Support Center

Program Design
Automations
Questions to ask yourself
Locating the Automations feature
Creating an Automation
FAQs
Communication Templates
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Feature reference
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
How to create Deadlines
Feature reference
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Forms
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Channel Type A: Mark As Child
Channel Type B: Make Successor
Channel Type C and D: Create/Submit Related Project
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FAQ
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PV System + batteries element
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Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
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Edit Forms - Tutorial #1
Edit Forms - Tutorial #2
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Communication Templates

Engage and inform your applicants with powerful Communication Templates.

Communications feature


Questions to ask yourself about Communications:

Who needs to be alerted with this email? An individual or a group?
When should they be alerted?
What information should this email contain?

Locating the Communications feature

Anyone in a Role with the Edit Communications privilege can navigate to the Communications screen by opening the PROGRAM DESIGN menu and clicking on Communications:

 

Locating the Roles feature

Figure 1: PROGRAM DESIGN >> Communications

 

How to create a Communications Template

Create a new Communication Template by clicking the New Template button:

 

New Template

Figure 2: New Template

 

The Communication Editor is a fairly straightforward, rich HTML editor. It allows a user to enter and format text, insert hyperlinks, insert images (referenced by an image-URL), and more:

Communication Editor

Figure 3: Communication Editor

 

Finding Data Tags

For this Communication Template, we want to send a confirmation email to the applicant to verify that their project application has been submitted successfully. We want to include their Project Number using a Data Field Tag and send it to their email address, which will also be populated using the Data Field Tag for their email-address.

By navigating to PROGRAM DESIGN >> Data Fields you can search all available Data Field references for your program.

 

Available Data Fields

Figure 4: Available Data Fields


The Data Fields page lists all available Data Fields in your PowerClerk program. See below the Data Field reference for Applicant Email. The actual Data Field Tag is embedded as “{data: Applicant Email}” within the Communications Template. This will eventually propagate the actual email address value when this template is sent. Note that some Data Fields types, like User types, will require that the embedded tag references the email field (“{email: User Selector}“), not the full name or other attribute.

To reference the Project Number, which is one of PowerClerk’s Built-in Fields, please embed “{ProjectNumber}” into the Communication Template. Your Communication Template should now look like this:

 

Communication Template with Data Field references

Figure 6: Communication Template with Data Field references


Please note: Upon sending this Communication Template, these two Data Field references will resolve to their actual values:

 

Communication Template showing actual reference values

Figure 7: Communication Template showing actual reference values


To save your Communication Template, please uncheck at the bottom of the template Mark Template as Draft and click the Save button:

 

Saving the Communications Template

Figure 8: Saving the Communications Template

 
 

Bulk Communications via Data Import

Please follow this link to learn more about how to send out a bulk Communication to specific project owner’s via Data Imports.

Feature Reference

Communications

The Communications feature is a powerful and flexible way for administrators to automatically generate email communications to participants and other administrators. Administrators use a self-service interface to create communication templates, which are email templates that contain special tags that will later be filled in with application-specific information. This is conceptually similar to a “mail merge” or address label merge in Microsoft Word or other tools.

Administrators control a main list of communication templates as shown in Figure 9. Administrators may create an unlimited number of templates:

 

Communication Template List

Figure 9: Communication Template List


Administrators create and edit communication templates using the built-in rich text/HTML editor, shown in Figure 10. The template is authored as a piece of email with special tags such as {data: Customer Email Address} and {data: Date Interconnection Review Completed} that are automatically filled-in with application-specific information at sending time.

Rich text including fonts, colors and tables is supported. Images within email are supported as well, although images themselves must be hosted externally.

Communication Template Creation and Editing

Figure 10: Communication Template Creation and Editing


Communications can be sent manually from the Admin page, or can be configured to be sent automatically as a Deadline reminder, or as an element of an Action. Specifically for Deadline reminder emails tags {DeadlineDueDate} or {DaysToDeadline} can be used within a Communication Template dedicated to be sent out in the context of a Deadline reminder email or on expiration of the respective Deadline to highlight a Deadline’s Due Date or the remaining Days until the respective Deadline expires. Please note: Tags {DeadlineDueDate} or {DaysToDeadline} are only available in context of a Communication Template being sent out in context of a Deadline configuration and *cannot* be used in Communication Templates sent manually or via Actions and Automations (nor will these tags work when previewing the respective Communication Template). See the Deadlines and Actions and Automations sections, respectively, for additional detail.

Video Guides

Would a video guide help to better explain Communications? Contact us and let us know.
 
A full list of all Video Guides can also be found here.

FAQs

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

Create A Support Ticket

Not finding your answer here?  Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.