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Maintaining email templates

You can maintain email templates for certain types of emails in the Edit Email Template window.

Opening the Edit Email Template window

Edit Email Template window key fields and buttons

Fields

Field

Description

Name

Name of the template. Select a template to edit.

Note: Save any changes you have made by clicking Apply button before you select another template to edit.

Description

Description of the email template.

Type

Message type of the template. Either HTML or Plain text.

Message Subject

Subject line of the email template.

Editor

Type and format the signature. The editor has three views:

  • Design view, which lets you use text formatting similar to Microsoft Word.
  • HTML view, which lets you see the HTML-tagged text.
  • Preview view, which shows you how the signature appears on emails.

Buttons

Button

Description

New (green plus) button (synweb)

Create a new template.

Delete icon (red circle with minus) (synweb)

Delete this template.

Load HTML File button (Synweb)

Load an HTML file into the template body.

Apply button

Save the changes you have made to this template.

Close button

Close the Edit Email Template window.

Last modified: 13/08/2014 8:04:32 AM

See Also

Sending emails and SMS messages from grids

Sending emails or SMS messages to a community member selected from a grid

Sending emails or SMS messages to multiple community members from a grid

Sending emails using HTML Raw format

Using replaceable fields in the body of emails

Maintaining email signatures

© 2014 Synergetic Management Systems. Published 12 September 2014.

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