Export Email Template Management
The
Edit E-mail Templates
screen is used to create, edit, and delete e-mail templates available within the system. You are able to filter and sort the templates. This screen is accessed by choosing Export
from the main menu, followed by Export Email Template Management
.
Creating an E-mail Template
To create a new e-mail template, click
New
to open a blank e-mail pop-up.
Populate the fields and text box below to create the e-mail template.
Attachments
Click the arrow to the left of
Attachments
to open the list of available documents that can be attached to the e-mail template.
To attach a document, check the box to the left of the document name.
To add all documents, check the box to the left of
Document
.
Code Snippets
Selecting a code snippet from the
Insert Code Snippet
drop-down will populate the snippet into the e-mail body. When the e-mail is sent, the related/queried information (e.g. the product list per that shipment) will appear in place of “@PRODUCTLIST@”. After filling in all information on the various fields, confirm the template is complete and click Save
.
The saved template will now appear as an available e-mail template.
Related Content
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Export Management
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