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SMS/Email Template Categories

Merge Template Categories can be used to better group particular types of SMS and Email templates, such as Welcome emails, Midway Correspondence or even Completion Notices.

Open the Configuration Manager by choosing Manage > Configuration from the menus, or click the icon on the toolbar. The Configuration Manager displays an alphabetically ordered explorer tree. Expand the Merge Templates heading to view the Email and SMS template options.

 

Adding a new Template Category

  • Right-click on either Email Templates or SMS Templates and choose Add new email/sms template category.
  • This will open the Merge Template Category Wizard:

  • Enter a Name for the Merge Template Category.
  • Optionally, enter a Code for the category.
  • Optionally, enter a Description if required.
  • Click Next and then Finish.

This item will now appear under the appropriate Merge Template heading:

 

Associating a Merge Template with a Template Category

  • Right-click on either an existing Email Template or SMS Template and choose Edit email/sms template.
  • This will open the Merge Template Wizard:

  • Expand the Template Category heading.
  • Select the particular Tempate Category you wish to move this Merge Template to.
  • Click Next and then Finish.

This item will now appear under the appropriate Merge Template Category heading:

You can now select this Merge Template when composing an email, by selecting the appropriate Merge Template Category:

 

Editing an existing Merge Template Category

  • Expand the appropriate Merge Template heading.
  • Right-click the Merge Template Category and choose Edit SMS/Email Template Category.

This will open the Merge Template Category Wizard, where you can make changes.

 

Deleting a Merge Template Category

  • Expand the appropriate Merge Template heading.
  • Right-click the Merge Template Category and choose Delete SMS/Email Template Category.
  • Click Yes when asked to confirm the delete.

 

 

 

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