Email templates allow TFS users to send pre-configured email or SMS messages to service providers or clients. The following categories are available.
| Template Type | Description | Application | SmartLodge dialog (when emailing applications). | Blank | Communicate dialog. | Client | Communicate dialog (when emailing clients). | Contact | Communicate dialog (when emailing clients). | Generic Entity | Communicate dialog (when emailing an entity that is not a client contact, e.g vendor). | Generic Entity (Client Specific) | Communicate dialog (when emailing an entity but requiring client information). | Quote | Smartlodge dialog (when emailing quotes). | SmartCampaign – Email | Templates for smart campaign emails. | SmartCampaign – SMS | Templates for smart campaign SMS (not yet available). |
Example: The example below shows a template (on the left) and the outcome (on the right).
| Template | Example Output | Email Subject: Application # %Application Number% Dear %ClientPrimContact%, Your finance application has been approved. Yours Sincerely, %Broker% %Enterprise% Ph: %EnterpriseTel% Fax: %EnterpriseFax% Email: %EnterpriseEmail% Website: %EnterpriseWebsite% | Email Subject: Application # 12345 Dear John, Your finance application has been approved. Yours Sincerely, Jim Jones CSG Finance Ph: (03) 9999-9999 Fax: (03) 9999-8888 Email: jimjones@csgfinance.com.au Website: www.csgfinance.com.au | |