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.
Opening the Email Letter Template window
To open the Email Letter Template window:
- Open the Communication tab of Communications Maintenance. See Communications Maintenance - Communication tab (on page ).
The Communication tab of Communications Maintenance window is displayed.
- Click .
The Email Letter Template window is displayed.
- 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 |
|
---|---|---|
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. |
|
HTML |
Paste raw HTML from an HTML editor to maintain the formatting created. |
Merge Fields |
Synergetic fields available for merging with email messages. |
|
Buttons
Button |
Description |
---|---|
|
Preview the HTML message if the selected Message Type is HTML Raw (including tags). |
|
To paste a merge field into the Message field:
|
|
Add file attachments to be sent with the email. |
|
Load the default email layout for the selected communication type. |