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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| title | Opening the Email Letter Template window |
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To open the Email Letter Template window: - Open the Communication tab of Communications Maintenance. See Communications Maintenance - Communication tab
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The Communication tab of Communications Maintenance window is displayed. - Click
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The Email Letter Template window is displayed.
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.gif) Image Added- In the Message field, type in the email message including merge fields and attachments.
Note:
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- To include a merge field in the message, highlight it in
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- click
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- Click
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Email Letter Template window key fields and buttons
Fields
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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. |
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
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O_6997 |  Image Added
| Preview the HTML message if the selected Message Type is HTML Raw (including tags).
The button is disabled if Plain Text is selected. |
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O_1687 | O_1687 | 
Image Removed Image Added | To paste a merge field into the Message field: - Position the cursor in the Message field where you want to paste the merge field.
- Select the required merge field from the Merge Fields column.
- Click Paste Merge Field.
Tip: You can cut and paste merge fields to other parts of the message text as required.
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O_1688 | O_1688 | 
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| Add file attachments to be sent with the email. |
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O_1689 | O_1689 | 
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O_1690 | O_1690 | 
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| Load the default email layout for the selected communication type.
This will overwrite all changes made in the current session. |