You can create email templates and reuse them to send them to many Address Book entries at different times. The email template includes the subject and the body of the email message; including any formatting and images added to the message.
You can add merge fields to the subject and body of email templates. The merge fields are populated with information from the selected Address Book entries; opportunities; or customer service cases when email messages are sent using the template
You can create email templates from the Compose Email Message dialog box whenever you compose a new email message.
- From the Address Book; Customer Service; or Opportunities page; select Actions - Write an Email.
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- From the Address Book; Customer Service, or Opportunities page; right-click and select Write an Email.
- Select the option you like regarding the entries you like to e-mail.
- Enter the subject and text of the email message.
Select the Merge Field icon to insert merge fields in your template.
- Select the Template icon.
- The HTML Email Templates or Text Email Templates dialog box opens.
- Click Add to add a new email template.
- Enter a name; description; and access rights for the template and click OK.
To retrieve this template automatically each time you compose an email message; select Retrieve this template when the Compose Email Message dialog is opened.
- Click Close to return to the email message.