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            Create an Email Template with a QR Code for a Business License or Permit

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            Create an Email Template with a QR Code for a Business License or Permit

            Create an email template that includes a QR Code that someone can scan to see their business license or permit.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create email templates: Lightning Experience User

            When a business license application or an individual application is approved, enable approvers to use the Send Email action to email a QR code to the applicant that confirms the authorization. Use a QR Code generator to create the code image, and then create an email template with a QR code that opens a business license record.

            Note
            Note The email recipient who scans the QR code must have Read access to business license records to open the record detail page.
            1. From the App Launcher, find and select Email Templates.
            2. Click New Email Template.
            3. Enter a name for the template, and select the folder where you want to save it.
            4. Compose the message.
              1. Enter a descriptive subject.
              2. In HTML Value, write the body of the email.
                • To insert merge fields, click Insert merge field icon, which is two curly brackets, and then select fields.
                • To add a QR code, add an image and then, to add a URL to the image tag, click Source. The URL includes the business license record ID. The HTML for the image tag looks like this: <img src= "https://[domain]/qrcode/{{{BusinessLicense.Id}}}" alt="QRCode"/>
                The Message Content section of the email template that shows sample HTML body text
            5. Save your work.

            The HTML for this sample email template looks like this.

            <html style="overflow-y: hidden;">
<head>
<title></title>
</head>
<body style="height: auto; min-height: auto;"><br />
Hello, <br />
<br />
Your business license application has been approved. Here are the details.<br />
<br />
<table><tbody>
<tr><td><b>Name:</b></td><td> {!BusinessLicense.Name}</td>
<tr><td><b>Authorization Id:</b></td><td> {!BusinessLicense.Identifier}</td>
<tr><td><b>Issuer:</b></td><td> {!BusinessLicense.Issuer}</td>
<tr><td><b>Period Start:</b></td><td> {!BusinessLicense.PeriodStart}</td>
<tr><td><b>Period End:</b></td><td> {!BusinessLicense.PeriodEnd}</td>
<tbody></table>
<br />
Scan the QR Code to get your license.<br />
<br />
<img src="https://<your domain name>/qrcode/{{{BusinessLicense.Id}}}" alt="QR Code" />
<br />
Thank you,<br />
City of Cosville</div>
</body>
</html>

            See Also

             
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