Creating an Email Template
From Optisoft
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. 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.
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.
