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Managing Email Templates

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Email Template Management 

Left-hand Navigation: Inter/national » Communications » Email Template Management 

Create templates from Compass search results that can be sent via email in mass.

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Add

  1. Click "Add" in the top right corner 
  2. Fill in the fields below: 
    1. Template Description
    2. Allow Others to View – Can others view? 
    3. Allow Others to Edit – Can others edit? 
    4. Active – Yes/No 
    5. Email Type – HTML or Plain Text 
    6. Sender – Pre-Determined emails 
    7. Subject – Subject of email 
    8. Body – Fill in the email information 
    9. Available Options – These can be chosen/added to pull from a person's record in the email's body.
    10. Test Email Address – You can send a mock email
  3. Click "Create Email Template"

Delete

Click the "Delete" button on the right-hand side of the template 

Edit

Click into the template record to change any information.