Use the Email Letter Template window to update the template used when emailing to community members.
This function is also available when maintaining communication types, see Communication Types Maintenance - General tab (on page ).
Note: When this window is accessed from Communication Types Maintenance you can define a default email layout for email communication.
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To open the Email Letter Template window:
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- In the Message field, type in the email message including merge fields and attachments.
Note: To include a merge field in the message, highlight it in the Merge Fields pane and click . The field will appear in your message at the cursor position.
- Click when completed.
Email Letter Template window key fields and buttons
Fields
Field | Description |
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Subject | Text to go into the subject field of the email. |
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Message | Email message text that can contain a mixture of text and merge fields. |
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Message Type | Message Text | Description |
| Plain Text | Use when the message text is plain. |
| HTML | Paste raw HTML from an HTML editor to maintain the formatting created. |
Merge Fields | Synergetic fields available for merging with email messages. |
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Buttons
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| Preview the HTML message if the selected Message Type is HTML Raw (including tags). | ||||||||||||
| To paste a merge field into the Message field:
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| Add file attachments to be sent with the email.
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| Load the default email layout for the selected communication type. |