Difference between revisions of "Creating an Email Template"
From Optisoft
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<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 | ||
Revision as of 13:12, 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 Code
- Preview
