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.
- 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