Use the email template to create a unified look for your company's mass-mailings. You can create an .html template that you can apply to any email you send out. You can create a look in keeping with your company theme or concept, and include company logos, URLs.
Note: You can apply email templates only to those emails in .html format.
For more information on activity triggers and how to set them, see Assigning Activity Triggers.
To build an email template:
From the System > System Programming > Add-on Products > Outbound Email menu, select Email Template Maint to display the Email Template Maintenance screen.
Note: If prompted, log on to the character-based system.
In the Template Name field, do one of the following:
Enter New to create a new template. At the prompt, type the name of the template.
Press F10 and select from a list of templates.
In the Background Color field, determine the background color of your template: enter the .html code or press F10 and select from the Email Colors list.
Note: We recommend that you use light backgrounds and dark fonts, as research indicates that these are easier to read. Dark backgrounds and light fonts create too much contrast and are difficult to read.
In the Link Color field, determine the color of the links in your email: enter the .html code or press F10 and select from the Email Colors list.
In the Logo Image Path field, enter the file path where your logo image is located.
Note: This path must be publicly accessible from the internet.
In the Font Face field, select one of the following to determine the type of font for your template:
Arial – This is a sample of Arial font.
Times – This is a sample of Times font.
Courier – This is a sample of Courier font.
In the Link column, to include a link in your email, enter the name of the link. The information you enter in this column defines how the link displays in your email.
In the Link URL Path column, if you entered a name in the Link column, then enter a corresponding URL.
Press Esc to save the template and exit the screen.
More Options for Building Email Templates
The Email Template Maintenance screen also offers these options:
To... | Use this hot key... |
display the template as it would appear to your customers to determine if it looks appropriate | Test HTML |
expand the amount of space available to enter URLs | Expand |
delete the template from the system | Delete This Template |
insert a default URL when you enter information in the Link column but not in the Link URL Path column | Default URL |
See Also: