Sovos implementation consultants create customized email templates for each customer so that invoice information can be distributed to the right teams. For example, the finance team may need to know when an invoice is approved in order to recognize revenue.
Because the emails contain dynamic data pulled from XMLs, setting up these templates can feel complicated, and users often shift between different applications to get the information they need.
Experienced users usually know which xml paths to reference based on experience. Less than 10 are used 80% of the time. For example, invoice number is usually referenced in the subject. Date, invoice, purchase number are referenced in the body.
We discovered that being able to copy these common fields and paste right in the product would be very useful, especially for newer employees.
Here's an early mock up done in Balsamiq showing a condition builder and WYSIWYG text editor with a drop down for common XML paths.
We selected DraftJS as rich text editor, and built in the ability to edit using rich text or mark up. This ensured we were supporting both experienced and novice users. Instead of entering XML path info inline, we created a short directory of common paths to copy and paste.
During usability testing we realized that conditions were rarely used, so instead of implementing a conditions builder we pivoted to allowing users to add conditions using HTML.
If you like what you see and want to work together, get in touch!
zrobins@gmail.com