Create an email template

Email templates are messages that contain a default set of properties. They can be used for sending bulk emails to a large number of recipients or for single messages that are used repeatedly. They reduce repetition of effort and provide a consistent message and look to your customers.

This task explains how to create an email template.

  1. Select Email Templates under Email, SMS, Print & Web on the Configuration and Tools page.
    The Email templates page is displayed.
  2. Click New.
    An empty Email Template page is displayed.
  3. Select a type from the Document type drop-down.

    For more information, see Document types and Substitution codes.

  4. Type a template name in the Name field.
    Note: This name is not visible to clients.
  5. Type an address in the From field.
  6. Type a message subject in the Subject field.
  7. (Optional) Type an email address in the Reply to field.
    Leave blank to use the From address.
  8. (Optional) Select a Body content type from the drop-down. The following options are displayed and require additional information:
    • Text—Text is the default body content type. Type your content into the Body field as plain text.
    • HTML—Allows the use of HTML tags in the Body field to format the content.
    • Not Set—A specific content type is not selected.
  9. Type the text of the message in the Body field.
  10. (Optional) Click Add attachment... to attach any required files.
    1. Type a name in the Description of media field.
    2. Click Choose file and select the file to attach.
    3. Click Add attachment.
      The Email Template page with the selected file in the Attachments list is displayed.
  11. Click Save.
    The Email templates page is displayed.

Figure: Email template page

Screenshot of the new email template page