How to Create an Email Template

Email is a critical tool for communication. The Contract Logix system integrates email templates into object records, workflows, alerts, and reminders for system tasks.

The steps to create an Email Template are below:

From the homepage, click to access the Application Settings.

Next, click from the Settings menu and select

.

Enter a Template Name. This is how users will identify how each template is to be used.

Pick the object type to be associated with the email template from the drop-down. By selecting a specific object type you will be able to include data from fields (i.e., Merge Fields) within that object in the email messages that get sent using that template. For example, if you pick Contract as the type you can select data from fields within the contract record in the email.

IMPORTANT: You will need to create email templates for each object type for which you want to send emails. For example, when setting up an email alert on a contract, the object type of the email must be “Contracts”. When sharing a document via email, the object type of the email must be “Documents”.

Use the text editor to write your email message. Formatting controls (font, size, style, etc.) are located in the menu above the text entry area.

Add Merge Fields wherever you want to insert field data from the record into the message, including in the subject line. Click on the object type header to expand the list of fields, locate the field you want to insert, and click to insert it in the text.

TIPS:

Use the Search field at the top of the Fields panel to filter the list.

To add a link (URL) that opens the record, add the “Record Link” merge field. Recipient must be a user of Contract Logix to use the link.

Click .

NOTE: To see how the email will look when it's sent, click in the menu bar, enter your email address and click Send.

Example email template:

Email templates may be archived (and subsequently deleted). However, if the template is currently being used (for example, by an Alert or Workflow) you must update these with other email templates prior to archiving the email template.

For information on Repeater Emails, click the How to Create Repeater Emails link.

Copy Email Template

Within the Email Template editor window, there's the Copy Email Template feature. When the button is clicked, a duplicate of the Email Template you are currently editing is created. In the list of Email Templates, the newly copied template has the same name as the original email but with - Copy added to the end of template name.