To create an email template, follow the procedure below.
1 | From the left hand menu panel click Maintenance and in the Global Section, click Pay / Bill Email Template. The Pay / Bill Email Template screen displays. | ||||||||||||||||
2 | Click Add. The Pay / Bill Email Template Entry screen opens. | ||||||||||||||||
3 | In the Country field, select the country to which the template is to belong. | ||||||||||||||||
4 | In the Type field, select the type of email template required. The options available will change depending on the Country selected.
All Countries will be able to select a Payslip Type of Supplier where the payslip is delivered to the supplier of a Supplied Payee. | ||||||||||||||||
5 | In the Name field, type a unique name for the email template. Note that the name must be unique within the selected country but can be the same as that of another email template record for another country. | ||||||||||||||||
6 | If the email template is not to be active by default, click the Active field to clear the tick. | ||||||||||||||||
7 | In the Subject field, type the default subject line for the email message. | ||||||||||||||||
8 | In the Message field, type the default body text for the email message and add any merge tags as required by double clicking on the merge tag required, or clicking on the merge tag then the arrow icon. You can move any merge tag if necessary by copying and pasting the merge tag or using any other standard Windows text editing operations to shift the position of the tag. You can delete any merge tag that has been inserted into the message or that is defined by default by the message template by selecting the entire tag and clicking DELETE. Click below for more details on what merge tags are available by Type.
| Click . A confirmation message opens indicating that the email template has been saved. | Inside the confirmation message, click . The confirmation message closes. |
Adding Merge Tags to the Email Template
When creating an email message template you can add additional merge tags to the message body text that is displayed within the Message field in the Email Template Entry screen. To do this, follow the procedure below.
...
How to Add a Merge Tag to the Message Text
...
In the Message field within the Email Template Entry screen, click the position within the message text where you want the merge field to appear.
The text cursor flashes at the position where you clicked.
In the Merge Tags field, click the merge tag to be inserted into the message.
Click here to see descriptions of the available merge tags.
...
To the left of the Merge Tags field, click .The selected merge tag is added to the Message field at the point where you positioned the text cursor.
...
| ||
9 | Click Save. A confirmation message opens indicating that the email template has been saved. |