Email Template Categories
- Matthew Garrett
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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 |