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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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  1. 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 Image Modified . The field will appear in your message at the cursor position.
  2. Click when completed.


Email Letter Template window key fields and buttons
Fields

Field

Description

 

Subject

Text to go into the subject field of the email.

 

Message

Email message text that can contain a mixture of text and merge fields.

 

Message Type

Message Text

Description

 

Plain Text

Use when the message text is plain.
Note: Images cannot be inserted into plain text.

 

HTML

Paste raw HTML from an HTML editor to maintain the formatting created.

Merge Fields

Synergetic fields available for merging with email messages.
Use these fields to personalise the email. Synergetic will populate the letter with data at the time of sending the email.

 

Buttons

O_6997

O_1687

O_1690

Button

Description

Anchor

O_6997

Preview the HTML message if the selected Message Type is HTML Raw (including tags).
The button is disabled if Plain Text is selected.

Anchor
O_1687

To paste a merge field into the Message field:

  1. Position the cursor in the Message field where you want to paste the merge field.
  2. Select the required merge field from the Merge Fields column.
  3. Click Paste Merge Field.


    Tip: You can cut and paste merge fields to other parts of the message text as required.

Anchor
O_1688O_1688

Add file attachments to be sent with the email.
anchor

O_1689O_1689
Anchor
O_1690

Load the default email layout for the selected communication type.
This will overwrite all changes made in the current session.