E-mail Templates

BOS Enterprise has E-mail functionality that allows the user to create e-mail templates. E-mail Templates are used for bulk e-mails or repeatedly forwarded e-mails.

1. To - Leave this field blank.

2. Subject - Enter your subject.

3. Content type - Select the format of the e-mail.

4. Message - Add a custom message and click Save (5). You can add tags that will be replaced by data when the email is created. If there is no content for this tag, it will display as a blank.

   • [company] - This will pull the listed Company name.

   • [title] - The Contact's title will populate the tag.

   • [firstname] - The Contact's first name will populate.

   • [surname] - The Contact's surname will populate.

   • [listname] - The Contact's list name will populate.

   • [rep] - The Customer's default Rep will populate.