Difference between revisions of "Creating an Email Template"

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**Toolbar - Editing tools such as Font, Font Size, Alignment and Insert Picture can all be found within the Toolbar
 
**Toolbar - Editing tools such as Font, Font Size, Alignment and Insert Picture can all be found within the Toolbar
 
*Main Tab
 
*Main Tab
**Merge Code
+
**Merge Codes - Drop down button that lists all the Merge Fields selected in the Template Maintenance screen. The user should position the caret in the Template first before selecting a Merge Code.
**Preview
+
**Preview - Will merge any Merge Codes currently in the Template so the user can see an example of what their Template will look like when printed out.
  
  

Revision as of 13:13, 14 November 2017

Once you have selected your Merge Fields in the Template Maintenance screen, click Template Editor and you will be taken to the Email Template Editor.

Email Template Maintenance

Creating a Template

In order to create an Email Template follow the below procedure:

  • Give your Template a Name.
  • Give your Template a Subject.
  • You can now design your Template as necessary.
  • Click Save and Back, or use the Auto Save feature.

Editor Options

The Email Editor has some useful features as described below:

  • Editor
    • Toolbar - Editing tools such as Font, Font Size, Alignment and Insert Picture can all be found within the Toolbar
  • Main Tab
    • Merge Codes - Drop down button that lists all the Merge Fields selected in the Template Maintenance screen. The user should position the caret in the Template first before selecting a Merge Code.
    • Preview - Will merge any Merge Codes currently in the Template so the user can see an example of what their Template will look like when printed out.


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