Creating a new Web Email Template

You can use the Insert Email Template page to create a new email template for Mail Merge.
Note: The system administrator and users with the appropriate role only can access this page.

To create a new email template:

  1. Click New Email Template on the Compose menu. The Insert Email Template page is displayed.
  2. Specify this information:
    Name
    The template name that is displayed in the Email Templates list view or when you select a web email template.
    Description
    The brief description of the email template.
    For example, a brief description of the email template content or suggested use of the template.
    Contact/Lead
    The entity for which the template is created. Possible values:
    • Contact: To create template for use with contact or other record types with related contacts.
    • Lead: To create template for use with leads.
    Note: The properties available for Contact templates are different from the properties available for Lead templates. Therefore, it is important to have separate templates designated for Contacts and Leads.
  3. Click Save. The related Email Template detail view is displayed.
  4. Update this information in the Body section:
    • Add or edit text.
    • Use the format toolbar to format text. For example creating headings, formatting text, changing font , or creating a bulleted or numbered list.
    • Type @ and begin typing the name of the Infor CRM property to display the list of matching properties. Select the required property from the list.
  5. Click Save.
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