Create the Email Template With the Omniscript Link (Managed Package)

For the managed package runtime, define an email template containing the desired text, which includes a link to the Omniscript. The email template type must be Custom (without using Letterhead).

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

  1. Determine the Omniscript link. See the URL examples in How to Launch (Managed Package).
  2. Go to the Email Templates tab, and click New Email Template.
  3. In the Email Template Name field, type a name such as Omniscript Email Template.
  4. Enter a Subject line.
  5. In the HTML Value field, enter the text of the email, including the Omniscript link.

    Use Salesforce-style variables (formatted as {!object.field}) to incorporate Salesforce data, and Omnistudio-style merge fields (formatted as %fieldname%) to incorporate data provided by the Integration Procedure with the Email action.

    For example:

    Hi, {!Contact.Name}:
    
    Here's a link to the OmniScript you requested:
    
    https://MyDomainName--c.vf.force.com/lightning/cmp/my_org__vlocityLWCOmniWrapper​?c__target=my_org:%Type%%Subtype%English&c__layout=lightning
    
    Thanks,
    %SenderName%
  6. Click Save.