Difference between revisions of "Using Predefined Communication Templates"

From Support Wiki
Jump to navigation Jump to search
Line 7: Line 7:
 
3. Click PreDefined Templates.
 
3. Click PreDefined Templates.
  
[[File:Emails_Letters_and_Mailing_Lists-Using_Pre-defined_Templates-Communication.1.041.3.jpg]]
+
 
 +
::[[File:Emails_Letters_and_Mailing_Lists-Using_Pre-defined_Templates-Communication.1.041.3.jpg]]
  
 
::'''Figure: '''Selecting Predefined Templates
 
::'''Figure: '''Selecting Predefined Templates
 +
  
 
4. Click the template title to select the desired pre-defined template.
 
4. Click the template title to select the desired pre-defined template.
 +
  
 
::[[File:Emails_Letters_and_Mailing_Lists-Using_Pre-defined_Templates-Communication.1.041.5.jpg]]
 
::[[File:Emails_Letters_and_Mailing_Lists-Using_Pre-defined_Templates-Communication.1.041.5.jpg]]
  
 
::'''Figure: '''Sample of pre-defined templates
 
::'''Figure: '''Sample of pre-defined templates
 +
  
 
5. Click OK to select another template right now or click Cancel to return to your own list of templates.
 
5. Click OK to select another template right now or click Cancel to return to your own list of templates.

Revision as of 18:53, 24 February 2016

A number of predefined templates are provided that may be selected and brought onto your own list of templates. You may use these templates “as is” or choose to modify and then re-save with your own name.

1. Open the editor.

2. Click Choose a Template.

3. Click PreDefined Templates.


Emails Letters and Mailing Lists-Using Pre-defined Templates-Communication.1.041.3.jpg
Figure: Selecting Predefined Templates


4. Click the template title to select the desired pre-defined template.


Emails Letters and Mailing Lists-Using Pre-defined Templates-Communication.1.041.5.jpg
Figure: Sample of pre-defined templates


5. Click OK to select another template right now or click Cancel to return to your own list of templates.

6. Once on your list of templates, click to select the desired template.

7. All fields with [ ] will auto-fill with the data from the member’s record or from your chamber contact information where appropriate.