Create templates to send bulk e-mails and text messages. Use merge fields so that content can be personalised and contain data straight out of your EQ customer database.
1.Open the customer or supplier window
2.Click the Email button
3.Click the 
Edit Popup Contents icon next to Email Template at the top
4.Click 
Add to add a new template name to the list on the left.
5.Enter a section and a subject (the e-mail subject)
6.Select Email or Text as the Type. Content can be created the same way for both but restricted to 160 characters for a text message.
7.Enter the main text of the e-mail.
8.Click the Merge Fields button to display a list of the data that you can merge into the messages. E.g. click customer forename and the field |C_FORENAME| will appear. Continue to write your template and use merge fields.
For e-mails full HTML e-mail is supported so you can embed pictures, tables and change font properties.
|
When embedding a picture you can either:
Insert web image to link to a picture already on the Internet e.g. on your website |
Click 
Update when you have completed a template to save and close the window.