Email Template - Revision history

DavidH at 18:00, 10 September 2019

2019-09-10T18:00:20Z

DavidH: /* */

2019-09-10T17:41:22Z

Marks at 19:20, 2 November 2017

2017-11-02T19:20:55Z

Marks at 19:20, 2 November 2017

2017-11-02T19:20:28Z

Marks at 19:20, 2 November 2017

2017-11-02T19:20:14Z

Marks at 19:17, 2 November 2017

2017-11-02T19:17:59Z

Marks at 19:16, 2 November 2017

2017-11-02T19:16:10Z

Marks: Created page with "Email template bodies allow you to create preformed and dynamic text from anything in the database record. These can be used to create a consistent email with minimal typing..."

2017-11-02T19:09:42Z

Created page with "Email template bodies allow you to create preformed and dynamic text from anything in the database record. These can be used to create a consistent email with minimal typing..."

New page

Email template bodies allow you to create preformed and dynamic text from anything in the database record. These can be used to create a consistent email with minimal typing while still being personal for each customer.

To create an email templates follow these steps:
# Open SME and go to Utilities>Custom>Custom Email Bodies and select Run It. (Note if you do not have access to the utilities module, ask your administrator to provide access).
# Select Add at bottom left to create a new email template
# Select the module for this email template and give a Name
# Select options:
## Use on Module Emails: To use on the module, you most likely want to check this
## Use in Batch Emails: To use with the automatic batch emailing
## Use in Print Packet Emails: To use with module>Actions>Print Packet
## Default in Modules: To make this email template as the default. Be sure to select only one default per module.
## Default on Batch Emails: To make this the default email template for batch emails. Be sure to select only one default per module.
## Default on Print Packets: To make this the default email template for print packets. Be sure to select only one default per module.
# Type in the standard text you want to show in your email.
# Drag and Drop dynamic data into the email template
## Select the type of Dynamic Data to Pull data from the Record:
### Select the type of data you want: Standard, Custom, System, Login, or Company
### Standard: Data from the module selected
### Custom: Data from custom fields from the module selected
### System: System data such as current date and time
### Login: Information from the logged in user such as Name, email address, phone and so on. Great for creating company wide consistent signatures.
### Company: Data from company settings such as company name, address and so on.
# Select "Post" to save your template.
# Example: The following example is one we use at High 5 Software to send out support renewal invoices. Dynamic data is described below:
## %BillContact% is the billing contact name
## %Balance% is the balance remaining on the invoice.
## %Login.Name% is the name of the login user so this template can be used by anyone who has access to the module.
## %Login.EmailAdd% is the email of the logged in user.
## We could also have used %Company.AddressBlock% instead of typing out our company address so we don't have to update the template if our address changes, but we decided to type it in manually.

Dear %BillContact%
Enclosed is your invoice for High 5 Software support, products or services.
The balance on this invoice is %Balance%
We accept multiple payment methods;* Please send $US check payment to: High 5 Software, PO Box 82525, Kenmore, WA 98028
* For Credit card or ACH/e-check payment please scan/email payment information back to marks@h5sw.com, fax to 888-415-0927, or call 800-585-1696 x101
Thanks for your business!

%Login.Name%
800-585-1696
Fax: 800-415-0927
Email: %Login.EmailAdd%

[[File:EmailTemplate.png]]

← Older revision		Revision as of 18:00, 10 September 2019
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	Email template bodies allow you to create preformed and dynamic text from anything in the database record. These can be used to create a consistent email with minimal typing while still being personal for each customer.		Email template bodies allow you to create preformed and dynamic text from anything in the database record. These can be used to create a consistent email with minimal typing while still being personal for each customer.
		+
		+	[https://zoom.us/recording/play/oRIGDar40uRZnHNtSFLXB5kq05-oY3pQnFFRYmQQcyGcO1Sgv4PiborTjqF-i6hG?continueMode=true Summary Video]

	== Create Email Template ==		== Create Email Template ==

← Older revision		Revision as of 17:41, 10 September 2019
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	# Select the email template you want to modify		# Select the email template you want to modify
	# Make changes and select Post when completed.		# Make changes and select Post when completed.
−
−	~~== ==~~

← Older revision		Revision as of 19:20, 2 November 2017
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	# Select the email template you want to modify		# Select the email template you want to modify
	# Make changes and select Post when completed.		# Make changes and select Post when completed.
		+
		+	== ==

← Older revision		Revision as of 19:20, 2 November 2017
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	# Select the email template you want to modify		# Select the email template you want to modify
	# Make changes and select Post when completed.		# Make changes and select Post when completed.
−
−	~~== other ==~~

@@ Line 29: / Line 29: @@
 ## %Login.EmailAdd% is the email of the logged in user.
 ## We could also have used %Company.AddressBlock% instead of typing out our company address so we don't have to update the template if our address changes, but we decided to type it in manually.
 [[File:EmailTemplate.png]]
@@ Line 56: / Line 43: @@
 # Select the email template you want to modify
 # Make changes and select Post when completed.

← Older revision		Revision as of 19:17, 2 November 2017
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	# The email body is automatically filled out with all the info you need!		# The email body is automatically filled out with all the info you need!
	[[File:EmailTemplateEmail.png]]		[[File:EmailTemplateEmail.png]]
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		+	== Modify Email Template ==
		+	# To modify an email template, just go back to Utilities>Custom>Custom Email Bodies and select Run It.
		+	# Select the email template you want to modify
		+	# Make changes and select Post when completed.

@@ Line 1: / Line 1: @@
 Email template bodies allow you to create preformed and dynamic text from anything in the database record.  These can be used to create a consistent email with minimal typing while still being personal for each customer.
 To create an email templates follow these steps:
 # Open SME and go to Utilities>Custom>Custom Email Bodies and select Run It.  (Note if you do not have access to the utilities module, ask your administrator to provide access).
@@ Line 42: / Line 43: @@
 [[File:EmailTemplate.png]]