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Overview
Edit Email Templates in order to customize correspondence. offer powerful ways to simplify repetitive email content, while still allowing for flexibility in content adjustment when needed. The Template is essentially the framework of the email that is to be repeated. Templates can be modified and/or edited as necessary to meet necessary Event requirements.
Use Case(s) To send email communication to clients via the Banquet systemOnce a Member has signed the contract, the Banquets Manager sends out the “Confirmed” Email template to the Member, letting them know that the Club has received the signed contract, appreciates their business, and is excited to move forward with them to help create the perfect event. |
Content
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Q: How do I know what merge field to use?
A: Depends on what information you are looking for. You can find all of the merge fields Depending on your needs, all applicable merge fields can be found in Settings >Correspondence, then merge fields.
Q: What happens if I’m not using my cross marketing sidebar?
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Give the new template a new name; using “Revised” is a good practice.
Test the email after making changes to make sure that all the information is showing as you would like it to.
Downloadable Guide
Banquets Banquets - Editing Email Templates - Guide
Next Lesson: Edit Existing Documents
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