Creating an Email Template - Revision history

Optiwiki at 15:19, 10 March 2022

2022-03-10T15:19:36Z

2022-03-02T13:34:26Z

2017-11-14T15:30:46Z

2017-11-14T13:22:43Z

2017-11-14T13:13:40Z

2017-11-14T13:12:38Z

2017-11-14T13:08:13Z

2017-11-14T13:06:43Z

2017-11-13T16:18:14Z

Created page with "Back Home"

New page

[[Template Designer|Back]]

[[Optisoft.NET Help|Home]]

@@ Line 1: / Line 1: @@
 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.
-<center>[[image:TemplateEmailEditor2022.png|border|700px|Email Template Maintenance]]</center>
+<center>[[image:TemplateEmailEditor2022.png|border|1020px|Email Template Maintenance]]</center>
 =Creating a Template=

@@ Line 1: / Line 1: @@
 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.
-<center>[[image:EmailTemplateMaintenance.png|border|700px|Email Template Maintenance]]</center>
+<center>[[image:TemplateEmailEditor2022.png|border|700px|Email Template Maintenance]]</center>
 =Creating a Template=
@@ Line 7: / Line 7: @@
 *Give your Template a Name.
 *Give your Template a Subject.
-*You can now design your Template as necessary.
+*You can now design your Template as necessary. To add merge codes to your template, use the Merge Codes button in the toolbar.
 *Click Save and Back, or use the Auto Save feature.

@@ Line 13: / Line 13: @@
 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
+**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.

@@ Line 15: / Line 15: @@
 **Toolbar - Editing tools such as Font, Font Size, Alignment and Insert Picture can all be found within the Toolbar
 *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.

← Older revision		Revision as of 13:12, 14 November 2017
Line 3:		Line 3:
	<center>[[image:EmailTemplateMaintenance.png\|border\|700px\|Email Template Maintenance]]</center>		<center>[[image:EmailTemplateMaintenance.png\|border\|700px\|Email Template Maintenance]]</center>

		+	=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 Code
		+	**Preview

← Older revision		Revision as of 13:06, 14 November 2017
Line 1:		Line 1:
		+	<center>[[image:EmailTemplateMaintenance.png\|border\|700px\|Email Template Maintenance]]</center>
		+
	[[Template Designer\|Back]]		[[Template Designer\|Back]]

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