Email templates are linked into SmartCampaign from the TFS Administration Tool. To create a new email template, please see the TFS Administration Tool Help Guide (Email Templates topic). | Note |
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Users must have security permission to access the TFS Administration Tool. |
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| title | Opening the Email Templates Screen - Click here to expand... |
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| - Open the TFS Administration Tool.
- From the Administration menu, select Templates then Email Templates.
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| title | How to Create a New Email Template - Click here to expand... |
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| - From the Category field drop-down list, select SmartCampaign - Email. The Templates list will be updated.
- Click the Templates list. A shadow will appear around the list to indicate that it is selected and ready to use.
- Click the New button. The Email Template dialog will be displayed.
- Enter a name for the new email template.
- Click the Short Name Copy button (
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Enter a short name for the email template. - Click the OK button. The Email Template dialog will close.
- Click the (left) Edit button.
- In the Subject field, type a subject for the email.
- In the Message Body, type the text to appear in the email. Field codes are available to insert into your email to personalise it and to include important details.
- Place the cursor in the position to which a field is to be inserted.
- Click the Field Codes drop-down button. A drop-down list of pre-defined field codes will be displayed.
- Select the required field code from the list.
- Click the Insert button. The selected field code will be inserted in the current cursor location.
- Click the OK button. The template is now available for selection.
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