Difference between revisions of "Creating an Email Template"
From Optisoft
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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.
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.
