Customize Email Templates and Community Configuration Settings

Email templates are integral to sending information and requests to customers, Carriers, Drivers, and Vendors. Email Template settings can be customized in the Email Templates section of the Document Options.

Additionally, use the Email Template Builder from the App Launcher → Email Templates to customize the layout and appearance of email templates.

Create Email Templates

Warning: Clone any TMS packaged Email Templates before customizing instead of editing the provided packaged records. The packaged Email Template records are replaced as part of the TMS upgrade process.

Revenova packages both Classic and Lightning Email Templates. Although it’s not recommended to clone and implement Classic Salesforce Email Templates, it’s possible to do so.

Keep in mind that these email templates are included as a foundation for creating customized email templates and used for backward compatibility for historical customers. It’s recommended to only clone and use TMS packaged Email Templates.

Classic Salesforce email template names don’t include the “LEX2” suffix, while TMS packaged Email Templates includes the “LEX2” suffix. See Salesforce documentation for more information on Classic Salesforce email templates.

Customize and edit each TMS Email Template as necessary.

From the App Launcher, search for Email Templates.
Select the appropriate folder and find the Email Template to customize or edit.
Choose the Email Template name.
Click the Clone button to create a new Email Template record.
From the cloned Email Template record, click the Edit in Builder button.
Apply changes in the Email Template Builder.
Click Save.

Email Template Builder showing customizing options for Email Templates.

Apply Email Templates

Set the above fields for each of the following Email Template types:

Customer Load Confirm
AI Customer Load Confirm
AI Customer Load Confirm Accept
Customer Invoice
Customer Invoice Batch
Carrier Quotation Request
Carrier Load Tender
Carrier Load Tender Updated Documents
The Carrier Load Tender Updated Documents follows the Carrier Load Tender settings.
Carrier Load Tender with Assignment
The Carrier Load Tender with Assignment follows the Carrier Load Tender settings.
Carrier Load Status
Carrier Load Status Batch
The Carrier Load Status Batch follows the Carrier Load Status settings.
Carrier Document Request
The Carrier Document Request follows the Carrier Load Status settings.
Carrier Load Board
Driver Load Confirm
Remove Carrier
Fleet Driver Confirm
Appointment Request

Load Documents Visualforce Pages (VFP)

Within the Load Lightning Record Page (LRP), documents can be generated by navigating to the Load → Documents tab. Use the following VFPs to send, view, and generate documents:

Request Documents
- Send a document request email for the assigned Carrier to complete the Load delivery and initiate payment.
Resend Rate Confirmation
- Resend the Carrier documents related to the accepted Load Tender.
View POD
- Review any documents submitted by the Carrier related to the proof-of-delivery (POD).
View BOL
- Review any documents associated with the Bill of Lading (BOL) for the Load.
Files
- Review all files associated with the Load (including invoice attachments), generate documents (such as BOLs), and override field text appearance (for BOLs specifically).

Load Detail displaying the Documents tab and related tabs within LWC that cascades into email template VFP.

Select different templates by navigating to the Documents tab → Request Documents → Select Template or Documents tab → Resend Rate Confirmation → Select Template.

Although these send email VFP options are typically used to request documents from Carriers or resend information about the Load, this view supports sending all TMS Email Templates.

Note to view documents associated with the POD, a Load must have either a Delivered or Completed Load status.

To view documents associated with the BOL, the Load Status must be at least set to Assigned. Any associated documents must be also received and uploaded.

Load LRP: Documents Button

Although the Documents button can be used to generate documents, the Documents button also includes a Send Email LWC.

Navigate to a Load.
On the right side of the Load LRP, click the Documents button.
Collapse the Email modal by clicking the drop-down arrow (caret) on the left side.

The following fields can be selected or entered.

Field Name	Field Type	Field Description	Associated Fields or Load Tabs
Select Reply-To Email	Picklist	A list of users that are authorized by the organization to send emails, usually set as the default organization user.
Enter Reply-To Email	Text	An additional user that is a recipient of the email aside from the primary user.
Email Template	Picklist	A group of Classic and Lightning Salesforce email templates to send information to customers, Carriers, Drivers, and Vendors.
Source (Email)	Picklist	The Account associated with the email’s origination.	To, CC, and BCC Recipient Fields
Role	Picklist	The contact’s Transportation Role.	To, CC, and BCC Recipient Fields
Recipients	Text	The recipient(s) of email message.	To, CC, and BCC Recipient Fields
Subject	Text	A summary of the email message body.
Message Body Field	Text	The location of the message or template.
Source (Documents)	Picklist	The location of available documents and where they are saved to such as the Load.	Load, Quotes and Invoices
Available Documents	Picklist	A list of all documents generated and saved in the Load.	Documents/Files
Upload Files	File uploader	The location to upload documents relevant to the email message.

Community Configuration Settings

Community Configuration settings contain messages or instructions that appear to a customer, Carrier, or Driver following the execution of an action such as Accept or Decline via the Email Loop.

Additional configurable settings include legal footer text and LWC titles, which display in the Customer and Carrier Portals.

Note: Messages, instructions, legal footer text, and titles appear to users without being logged in.

Enter text into the following fields to include in TMS Portal LWC locations.

Document Option Name	Description	Associated LWC on Digital Experience Site
Customer Quote Landing Page Message	The introductory message that appears in the Customer Quote LWC after a User clicks either the Accept or Decline hyperlinks in the Customer Rate and Load Confirmation email.	Customer Quote Accept/Decline
Customer Load Confirm Accept Message	The message that appears in the Customer Quote LWC when the customer accepts a customer quote.	Customer Quote Accept/Decline
Customer Load Confirm Decline Message	The message that appears in the Customer Quote LWC when the customer declines a customer quote.	Customer Quote Accept/Decline
Carrier Book It Message	The success Toast Message that appears when a Carrier successfully books a Load via the Carrier Portal.	Carrier Guest LWC
Carrier Quote Submit Message	The success Toast Message that appears when a Carrier successfully submits alternative terms for a Carrier Quote for a Load via the Carrier Portal.	Carrier Guest LWC; Carrier Quote LWC; submitCarrierQuote LWC
Carrier Quote Footer	The legal text that appears under the Carrier Submit Quote Component in the Carrier Load Quote LWC.	Carrier Guest LWC; Carrier Quote LWC; submitCarrierQuote LWC
Carrier Load Tender Instructions	The instructional text for the Carrier to Accept or Decline a Load Tender.	Carrier Guest LWC
Carrier Load Tender Footer	The legal text that appears under the request for a Carrier to Accept or Decline a Load Tender.	Carrier Guest LWC
Carrier Quote Tender Landing Message	The introductory message that appears on the Carrier Quote LWC after a User clicks the Accept or Decline hyperlinks in a Load Tender email. Warning: Do not configure Field Sets on the Load object when configuring this landing message. The Carrier Quote Tender Landing Message will not appear. For example, if the Load Number is added as a Field Set on the Load object, the Carrier Tender LWC will display the Load Number and additional Field Sets instead of the landing message.	Carrier Guest LWC
Carrier Load Confirm Accept Message	The message that appears under the Carrier Tender LWC when the Carrier accepts a Load Tender.	Carrier Guest LWC
Carrier Load Confirm Decline Message	The message that appears under the Carrier Tender LWC when the Carrier declines a Load Tender.	Carrier Guest LWC
RFQ Load Board LWC Title	The title that appears on the RFQ Load Board LWC.	Carrier Guest LWC
Carrier RFQ Load Board Instructions	The instructional text in the RFQ Load Board LWC that explains how to use, find, and bid on available Loads in the RFQ Load Board.	Carrier Guest LWC
Carrier Posting Load Board Instructions	The instructional text in the RFQ Load Board LWC that explains how to bid on Loads, how to match to and configure lane preferences, and how to view Loads that match the submitted truck capacity.	Carrier Guest LWC
Carrier Load List Instructions	The instructional text under Assigned Loads LWC explaining the list of Loads, both Pending and Delivered Loads.	Carrier Guest LWC
Carrier Stop Status Instructions	The instructional text in the Load LWC in the Carrier Portal that explains how to provide a Carrier status update.	Carrier Guest LWC; Stop Status LWC
Carrier Stop Status Footer	The legal text under the Load LWC in the Carrier Portal.	Carrier Guest LWC; Stop Status LWC
Carrier Settlement Instructions	The instructional text in the Load LWC in the Carrier Portal that explains what types of document(s) or information must be submitted for Carriers to initiate payment.	Carrier Settlement LWC
Driver Decline Message	The message that appears after a Driver declines a Trip Plan. See the Fleet Management documentation for more information on Trip Planning.	Fleet Driver Confirmation LWC
Appointment Confirmation Instructions	The instructional text in the Appointment Confirmation LWC explaining how to make changes to or submit appointment confirmation.	Appointment Request Response LWC

Artimus™ AI Responses

Artimus™ also has customizable default messages.

Customize responses Artimus™ returns to various scenarios of the customer quoting process by navigating to the TMS Admin → Document Options → Artimus™ section.

See the Artimus Setup article for more information on configuring Artimus™ in the organization.

Edit the following fields as desired in this section.

Artimus™ Document Option	Description of Artimus™ Document Option	Example of Artimus™ Document Option
Artimus™ Customer LWC Title	The introductory text when using the Artimus™ AI Quote Wizard, located at the top, left side of the LWC.
Artimus™ Instructions with Quote	The instructional text to review returned quotes from information entered in the Text to Load LWC, make changes to the Load, and/or refresh pricing for returned quotes.
Artimus™ Instructions without Quote	The instructional text prompting the user to review of the Load information and clicking the Get Quotes button to return quotes.
Artimus™ Customer Quote Accept	The instructional text for accepted Customer Quotes that appears in both the Artimus™ AI Quote Wizard LWC and success Toast message.
Artimus™ Customer Quote Decline	The instructional text for declined Customer Quotes that appears in both the Artimus™ AI Quote Wizard LWC and success Toast message.
Artimus™ Account Search Instructions	The instructional text to enter TMS Account records to search for Pickup and Delivery Stops.
Artimus™ Rerate Instructions	The instructional text that appears in both the Artimus™ AI Quote Wizard LWC and success Toast message, notifying the user that the Load needs refreshed pricing after saving recent changes.
Artimus™ Get Customer Quote Instructions	The instructional text that appears in both the Artimus™ AI Quote Wizard LWC and success Toast message, notifying the user that the quoting process started and will return quotes once Carrier responses are received.
Artimus™ Load Save Instructions	The instructional text that appears in both the Artimus™ AI Quote Wizard LWC and success Toast message, notifying the user that Artimus™ is currently saving their Load changes.
Artimus™ Quote Returned Instructions	The instructional text that appears in both the Artimus™ AI Quote Wizard LWC and success Toast message, requesting the User to Accept or Decline returned quotes.
Artimus™ No Quote Returned Instructions	The instructional text notifying the user that no immediate Carrier was available to provide a quote that matches their Stop location criteria and will receive a future outreach to finalize quote.