Viewing or editing an email template

 

  1. From the Email messages tab select a category, then click the email template you want to view or edit.
     

  2. Click View or edit from the action menu. The View or edit template [template name] from category [category name] page is displayed.
     

  3. To change the subject of the email template click the Subject field and type a new subject.
     

  4. Edit the body of your email template in the main editing area. You can use the toolbar commands to format your email message. For details on using the HTML editor, click here.
     

  1. Click Insert merge code if you want to insert a piece of contact or agent information into the email rather than type it. A pick list of merge codes will appear for you to select from.
     

  2. Click Insert picture merge code if you want to insert an inline picture into the email template's message body. This function is only available in HTML mode and supports the following file formats: .bmp; .gif; .jpeg; .jpg; or .png. For more information on inserting pictures into an email message, click here.

  3. Click Insert marketing link to insert a marketing link at the current cursor position. For more information on marketing links, see the Marketing links help topic.
     

  4. When finished editing your template, click OK to save it. The Save template dialog appears. Use the drop-down list box to select a category in which to save the template, then type a name for the template and click OK to save it.
     
    NOTE:     You cannot save your personal templates in the default categories; you can only save personal templates in office template categories.

 

Action menu item:

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