Email Template

Templates are called when emails are sent to contacts or employees. Creating templates for email messages reduces the workload involved in creating an email each time. The overall layout and format of each mail will be same and user simply needs to replace the content.

Selecting Email Templates on the Templates menu displays the Email Templates screen illustrated below. Follow the steps below to work with the Email Template’s screen.

The following columns of information are displayed for each line on the Email Templates list:

Fields  Description
TempID  A system generated identifier for the Email Template.
Owner  The individual who created the Email Template.
Name The Name of the Email Template.
Subject  The subject for which the Email Template was created.
Type The type of Template that the Email Template is.
  1. Click to refresh the Email Templates list.
  2. Click New to create a new Email Template.
  3. Click Edit to make modifications to an existing Email Template.
  4. Click More to take a particular Action when an Email Template is used.
  5. Click to customize an Email Template Record.
  6. Selecting a record from the Email template list opens the child menu for that record as shown below.

  1. Click on to attach a file or files to the record.
  2. Click on to modify a record.
  3. Click on to Copy a record.
  4. Click on to delete a record. The following message shown below is displayed.

 Delete Email Template

 

  1. Click Ok to delete message
  2. Click Cancel to exit window without deleting the record.

New Email Template

Clicking New on the Email Templates screen displays the New Email Template window, shown below, which allows you to create additional Email Templates within Sf CRM. Follow the steps below to work with the New Email Template window.

  1. Select the type for the new Email Template from the Type list; available options are HTML or Plain Text.
  2. Clicking on for Category on the New Email Template page will display the popup window illustrated below.

  • Type in the category name ( eg: Sales, Marketing, Support etc)
  • Click on Ok to save changes.
  • Click on Cancel to exit window without saving any changes.

3.  Clicking on for Sub Category on the New Email Template page will display the popup window illustrated below.

  • Select the category from the category dropdown list
  • Type in a sub category
  • Click on Ok to save changes.
  • Click on Cancel to exit window without saving any changes.

4.  Enter a name for the new Email Template in the Name text field.

5.  Enter a subject line for the new Email Template in the Subject text field.

6.  Select the Prefix Object Name and Record No. to the Email Subject check box to enable that function.

7.  Select an Object from the list.

8.  Select additional Merge Mail fields from the Merge Mail Fields list, if desired.

9.  Use the built-in word processor to enter and format the content to be used in the body of the new Email Template.

10.  Click Spell Check to check the spelling within the body of the new Email Template.

11.  Click  to save the new Email Template to the system. It will now be displayed on the Email Templates list on the Email Templates

Modify Email Template

Clicking Edit on the Email Templates screen displays the Modify Email Template window, shown

below, which is used to make modifications to an existing Email Template. Follow the steps in New Email Template to work with Modify Email Template window.