|
|
New / Edit Email Template
|
|
|
* = Required Information
|
Email templates are used to send notifications to your staff, customers or vendors. You can create your own email templates, but it is advisable to click More actions > Duplicate to make a backup of an original template and modify the original - this will save you from customizing screens that reference that template by name. |
|
|
|
|
|
|
|
|
|
|
(user signed in) -1(user signed in) -1 |
TODAYSDATE
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
 What are "merge" fields, and how do I use them?
Merge fields allow you have values from tables appear in your email, such as a customer's name, the total amount due on their account, or the email signature of the user sending the email. There are two steps to setting up merge fields.
Step 1: enter merge fields in your email template
Type in your merge fields in a TableName.FieldName format. So if you wanted to have an email start with "Dear Bob," you would type in "Dear Customer.FirstName,". If you wanted to sign your email with the user's signature, you would finish it with "Users.EmailSignature".
Step 2: use the 'Replace merge fields' action
If you are not the designer of your system, this step should already be done for you. If you are a designer, however, you'll need to do some extra work to make sure that the merge fields actually get replaced with real values. For every table used in merge fields, you'll need to run a Character Function action, specifically the 'Replace merge fields' command, to replace the merge fields with real values. |
Body |
|
|
|