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How to create a Text Template
- Select Text Templates from the Administration area. You will be taken to the Text Templates DataGrid. To learn more about DataGrids, click here.
- Click the Add button at the top left hand corner of the DataGrid. This will open the Text Template dialog box.
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Image Added - Enter the name of your Template into the Template Name field, and select the Module. Add your content to the Content field.
- Click Save & Close to save your Text Template.
How to delete a Text Template
- Select Text Templates from the Administration area.
- Right click the Text Template you wish to delete, and select Delete from the context menu.
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How to edit an existing Text Template
- Select Text Templates from the Administration area.
- Right click the Text Template you wish to edit, and select Edit from the context menu.
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How to preview a Text Template
- Select Text Templates from the Administration area.
- Right click the Text Template you wish to edit, and select Edit from the context menu. This will open up the Text Template dialog box.
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Image Added - Click Preview. This will open up the Preview dialog box.
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Image Added - Click Select to select a Preview Object. This will allow you to see the content as it would display to an email recipient.
How to add a Text Template to an Email Template
- Select Email Templates from the Administration area.
- Either right click to edit an existing Email Template, or click the Add button to create a new one. This will open the Email Template dialog box.
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Image Added - Ensure that the Creation Mode is set to Template. Next to the area you wish to add the Template to, click Select.
- Choose the Template you wish to assign to the field. Click Save & Close to save your changes.
How to add a Text Template to a Workflow
- Select Workflow from the Administration area.
- Right click the Workflow you wish to add the Text Template to, and select Actions from the context menu.
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Image Added - Either right click to edit an existing Email Action, or otherwise click Add to create a new one.
- Select Custom from the Email Template drop down.
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Image Added - Ensure that each field you you wish to add a Text Template for is set to Template. Click Manage to select a Text Template from the available Text Templates.
- Click Save to save your changes.
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