Email Template

Email templates allow users to use a standard email format which is also customizable. Templates can be text-only, or HTML and text, in which case the user's email client will determine which is displayed.

Creating Email Template

Main Info

Code: Enter an abbreviated name of the email template

Description: Enter full descriptive name of the email template

Entry Type: Search and select the entry type

Template Type: Select template type as Classic or Custom

If template type is chosen as 'Custom' then one more tab 'Design' is enabled

Language: Select the language of the email.

Is Default: Check if required to set the template as default

Design

User can create new design or choose from default

Structure

Drag and drop a structure from the right pane to add content in it

Structure can be moved, added and removed by using the respective icons as shown below

Content

Add Text

Drag and drop the text content from the right pane to add own text

Upload Image

Drag and drop the image content from the right pane. Click on ‘Browse’ to upload new image. Image cropping facility is also available.

Add Button

Drag and drop the button content from the right pane to add button

Add Separator

Drag and drop the separator content from the right pane to add separator between two contents

Add Social Media Links

Drag and drop the social content from the right pane to add social media links

Add Html

Drag and drop the Html content from the right pane to add blank Html block

Template

This tab is the space to create the email template with TO, CC, BCC, Subject and Body

Insert Template

User is required to insert template to add email addresses

To: Enter the email id to which the mail will be sent

CC: Enter the email id of the recipient to whom the message is to be forwarded. The recipients get to know each other if kept in CC.

BCC: Enter the email id of the recipient to whom the message is to be forwarded. The recipients do not get to know each other if kept in BCC.

Subject: Enter the subject of the email

File

It is used to re enter the subject in new document

Edit

User can undo, redo, cut, copy, paste and select all

Insert

If template created earlier then it can be selected at each section

Hyperlink in Email Body

Users can add Hyperlink in Email Body while making the Email-Template. And that hyperlink also works after sending the Email. After clicking the hyperlink from email, the site mentioned in the URL will open.

Signature

This tab is used to create email signature

Hyperlink in Email Signature

Users can add Hyperlink in Email signature option while making the Email-Template. And that hyperlink also works after sending the Email. After clicking the hyperlink from email, the site mentioned in the URL will open.

The Effect of the Hyperlink which has been added to the Email Template

Attachment

This tab is used to browse and upload file as an attachment

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