- Navigate to the Options area. This is located by clicking the cog on the top right of the screen.
- From here, select Email Templates from the menu bar.
- 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.
- A box will appear like the one below. Select what type of template you want to build. I am creating one for global.
- 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.
- In this example, I want to send a personalised email addressing the name of the recipient so I need to make this dynamic.
- To do this, select the option ‘Insert/Update’ on the menu bar.
- This will open a Data Field Values window. For now, I just want to click the ‘Add’ button.
- 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.
- 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.