Creating a Personal Email Template

1. Navigate to the Options area. This is located by clicking the cog on the top right of the screen.

 

 

2. From here, select Email Templates from the menu bar.

 

3. You will see a list of all the email templates you have created. In this case, I have no templates made yet so it is empty. From here you want to select ‘new’ in the top left corner.

 

3. A box will appear like the one below. Select what type of template you want to build. I am creating one for global.

 

 

5. Once you choose ‘OK’ the following widow will open. Enter the ‘Title’ for the template. You can also enter a small brief description for what the template is about.

 

 

6. In this example, I want to send a personalised email addressing the name of the recipient so I need to make this dynamic.

 

 

7. To do this, select the option ‘Insert/Update’ on the menu bar.

 

 

8. This will open a Data Field Values window. For now, I just want to click the ‘Add’ button.

 

 

9. For the Data Value, I am going to grab from the Record Type ‘User’ the field called ‘Full Name’. In your customised system, you will have a lot of options to choose from.

 

 

10. You have[AP3] now added the Data Value we created in the previous two steps. As you can see it will populate the current users’ full name in the email.