How to develop SuiteCRM's email template function through PHP

How to develop the email template function of SuiteCRM through PHP

SuiteCRM is a powerful open source CRM (Customer Relationship Management) software that provides many useful functions to help enterprises manage and maintain customer relationships. One of the key features is email templates, which allow users to send emails using predefined templates for greater efficiency and consistency.

In this article, we will explore how to use PHP to develop the email template function of SuiteCRM. Specifically, we'll learn how to create and manage email templates, how to use templates to send emails, and how to use dynamic data in templates.

Create and manage email templates
SuiteCRM provides a simple interface to create and manage email templates. First, we need to log in to the SuiteCRM backend and navigate to the "Email Templates" page under the "Admin" tab.

On the "Email Templates" page, we can see a list showing existing email templates. To create a new template, just click the "Create Template" button, enter the template name and content, and select the type of template (e.g. email notification, marketing promotion, etc.). Once done, we can save the new template.

To edit or delete an existing template, we can find and click the corresponding item in the list. Enter new template content or select Delete in the confirmation dialog to delete the template.

Sending Emails Using Templates
Once we have created a template, we can use it to send emails. In order to do this, we need to use functions in the PHP API provided by SuiteCRM.

First, we need to use the SugarApi class for authentication. We can use the following code:

require_once('include/entryPoint.php');
$sugarApi = new SugarApi();
$sugarApi->login('admin', 'admin');

The above code is responsible for authenticating before we call the API. Please make sure to provide the correct username and password.

Next, we can use the Opportunity class or other related classes to get the required data. For example, we can get the name and amount of the opportunity using the following code:

$opportunityBean = BeanFactory::getBean('Opportunities', 'Opportunity ID');
$opportunityName = $opportunityBean->name;
$opportunityAmount = $opportunityBean->amount;

Finally, we can use the Email class to create the email object and set various properties such as recipients, Subject, content and email template. The following is a sample code:

$email = new Email();
$email->addAddress('recipient@example.com');
$email->setSubject('Hello from SuiteCRM');
$email->setBody('This is a sample email');
$email->useTemplate('Template Name');
$email->assign('opportunity_name', $opportunityName);
$email->assign('opportunity_amount', $opportunityAmount);
$email->send();

In the above code, we send the email to recipient@example.com, using "Hello from SuiteCRM" as the subject and "Template Name" As a template, and use opportunity_name and opportunity_amount as dynamic data in the template.

If we want to add an attachment to an email, we can use the addAttachment function. The following is a simple example:

$email->addAttachment('path/to/file.pdf', 'filename.pdf');

Finally, we should call the sugarApi->logout() function to log out after use.

Summary
Developing the email template function of SuiteCRM through PHP can greatly improve the efficiency and consistency of email sending. We can use the simple interface provided by SuiteCRM to create and manage templates, and use SuiteCRM's API to send emails containing dynamic data. Hope this article is helpful to you.

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