Email Templates

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Email Templates


To create an email template, select Marketing > Email Templates from the Main Menu.

  1. Select New on the Action Bar to display the template editor.




  1. In the Template Name field, insert a name that uniquely identifies the email  template. You will need this when creating an Email Campaign.
  2. To insert Data Merge field into the script, select Target or Employee.
  3. In the list of data merge fields displayed, select Insert to merge a particular field into the script. When using the script, the system will tie the script to an Email Listing and sequentially populate the field with the database record for a particular contact, company, or employee identified in the Email Listing. This feature is part of the Next Record in Database Auto-Dialer. The next record is identified b the Email Listing created.
  4. Select Save on the Action Bar.
  5. The template editor transitions to the following screen on which you can select, upload and attach files