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Creating an E-mail Template

To create a new e-mail template, click
New
.
Clicking
New
will 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, click 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. 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.

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