Revision as of 15:30, 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.

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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