Difference between revisions of "Communications Basics"
Jump to navigation
Jump to search
Cpetterson (talk | contribs) |
Cpetterson (talk | contribs) |
||
| Line 1: | Line 1: | ||
==Creating your Signature== | ==Creating your Signature== | ||
| − | Creating your signature will save time when | + | Creating your signature will save time when sending emailcorrespondence. You can design your signature with both text & graphics, and easily select it when sending email correspondence. |
#Click '''Setup''' in the navigation panel | #Click '''Setup''' in the navigation panel | ||
#In the '''Communications''' section, click '''Signatures''' | #In the '''Communications''' section, click '''Signatures''' | ||
| − | #Click the '''Add | + | #Click the '''Add''' Button. |
#Provide a '''Name''' for the signature. You can create multiple signatures, so you will wish to provide a name that allows you to differentiate between signatures. | #Provide a '''Name''' for the signature. You can create multiple signatures, so you will wish to provide a name that allows you to differentiate between signatures. | ||
| − | #In the Signature HTML text box you can | + | #In the '''Signature HTML''' text box you can customize your signature by adding your organization name, an image, a link, etc. Common word processing icons make it easy to format your signature as you desire. |
#When completed, click '''Done'''. | #When completed, click '''Done'''. | ||
Show me link | Show me link | ||
| + | |||
| + | ==Create and Manage Email Templates== | ||
| + | |||
| + | Email templates provide an easy way to respond to standard email tasks. For example, you may wish to send a thank you email to all those who have attended an event. You can create (or customize a default) template that can be used consistently for all of your events. This will allow you to efficiently send emails, and increase productivity. Email templates may also include database fields. For example, when sending an email for an event, the Event Name database field may be included in the email to customize the email to a specific event. | ||
| + | |||
| + | ===View Default Email Templates=== | ||
| + | |||
| + | There are a variety of default email templates seeded in the database that you may us to meet your business needs. | ||
| + | |||
| + | #Click '''Setup''' in the navigation panel | ||
| + | #In the '''Communications''' section, click '''Email Templates'''. A list of the default email templates will be displayed. | ||
| + | #Click the name of the email template you wish to view or modify. The '''Add/Edit Email Template''' dialog box will open. The following fields are displayed and may be edited: | ||
| + | #:'''Name''' - The name of the template is displayed for selection when you are sending emails. Additionally, the name of an email may be used for filtering and reporting. | ||
| + | #:'''Description''' - This field allows you to provide more details about this template. | ||
| + | #:'''Category'''-The category field allows you to associate this template to specific email categories, and may also be used for filtering. | ||
| + | #:'''Subject'''-The subject is the subject line of the email. | ||
| + | #'''Template Text'''-The template text is the body of the email. When editing a default template, this section is editable. You may add, delete or modify the existing content. Standard word processing functions, such as bolding, italicizing, adding attachment, etc. may be used to format the content. | ||
| + | #'''From Email Address''' - This field will display the from email address that will be used when you use this template. You are not able to edit this field on a default template. | ||
| + | #'''Make available to all users'''- this checkbox allows you to determine which users will have access to this template. You are not able to edit this field on a default template. | ||
| + | #Click the '''Close''' button. | ||
| + | |||
| + | ===Add a New Email Template=== | ||
| + | |||
| + | ===Copy & Edit a New Email Template=== | ||
| + | |||
==FAQ== | ==FAQ== | ||
'''How do I add a signature to an email'''....On any '''Send Email''' page select your signature from the '''Signature''' drop down list. | '''How do I add a signature to an email'''....On any '''Send Email''' page select your signature from the '''Signature''' drop down list. | ||
Revision as of 22:52, 24 March 2017
Contents
Creating your Signature
Creating your signature will save time when sending emailcorrespondence. You can design your signature with both text & graphics, and easily select it when sending email correspondence.
- Click Setup in the navigation panel
- In the Communications section, click Signatures
- Click the Add Button.
- Provide a Name for the signature. You can create multiple signatures, so you will wish to provide a name that allows you to differentiate between signatures.
- In the Signature HTML text box you can customize your signature by adding your organization name, an image, a link, etc. Common word processing icons make it easy to format your signature as you desire.
- When completed, click Done.
Show me link
Create and Manage Email Templates
Email templates provide an easy way to respond to standard email tasks. For example, you may wish to send a thank you email to all those who have attended an event. You can create (or customize a default) template that can be used consistently for all of your events. This will allow you to efficiently send emails, and increase productivity. Email templates may also include database fields. For example, when sending an email for an event, the Event Name database field may be included in the email to customize the email to a specific event.
View Default Email Templates
There are a variety of default email templates seeded in the database that you may us to meet your business needs.
- Click Setup in the navigation panel
- In the Communications section, click Email Templates. A list of the default email templates will be displayed.
- Click the name of the email template you wish to view or modify. The Add/Edit Email Template dialog box will open. The following fields are displayed and may be edited:
- Name - The name of the template is displayed for selection when you are sending emails. Additionally, the name of an email may be used for filtering and reporting.
- Description - This field allows you to provide more details about this template.
- Category-The category field allows you to associate this template to specific email categories, and may also be used for filtering.
- Subject-The subject is the subject line of the email.
- Template Text-The template text is the body of the email. When editing a default template, this section is editable. You may add, delete or modify the existing content. Standard word processing functions, such as bolding, italicizing, adding attachment, etc. may be used to format the content.
- From Email Address - This field will display the from email address that will be used when you use this template. You are not able to edit this field on a default template.
- Make available to all users- this checkbox allows you to determine which users will have access to this template. You are not able to edit this field on a default template.
- Click the Close button.
Add a New Email Template
Copy & Edit a New Email Template
FAQ
How do I add a signature to an email....On any Send Email page select your signature from the Signature drop down list.
