Merge Template

1. Create a Merge Email Template

To create merge email templates, follow these steps:

1. Go to "Settings" and select "System Settings".

2. Click on "Email Templates" to access the template management page.

3. Choose "Merged" to create a new template.

4. Select the record from which you want to source information. This template will be available for use on that specific record.

📘Info:

For customising the content and layout, refer to the Generic Template page for more details.

5. Merge templates offer two unique and distinct features:

1.1. Default Recipient

When using an email template, the default recipient refers to the predetermined email address automatically populated in the "To" field. It is a convenient feature that saves time and ensures consistency when repeatedly sending emails to the same recipient.

There are two options for setting the default recipient:

• Fixed

In this option, you manually enter the email address in the designated field of the template settings.

• Sourced From Field

With this option, the default recipient email address is sourced from a specified field within the associated record.

For example, if you have an employee field in the record, you can set the default recipient as that employee's email address.

1.2. Understanding Merge Tags

Merge tags are placeholders that allow you to incorporate specific data from the associated record into your email templates. When the email is sent, the merge tags are replaced with the corresponding values from the record, making the message more tailored and relevant to the recipient.

Merge tags offer levels of tagging capability. Let's dive into the concept of merge tags to grasp their true power!

To access the templates you've created, including both Generic and Merge templates, go to the "Saved Templates" option.

You can edit, remove, or duplicate any existing templates as needed.