2022.1

Email Template Wizards:
l Basic Email templates
l Banded Email templates
l Slate: Responsive Email templates by Litmus.
l Or choose Create a New Template and select the Email template. This starts the
Basic Action Email wizard.
Alternatively, on the File menu, click New, and:
l Select Email Template. This starts the Basic Action Email wizard.
l Or expand the Template folder, and then expand the Basic Email templates folder,
the Banded Email templates folder, or the Slate: Responsive Email Templates
by Litmus folder.
See "Email Template Wizards" on the facing page for information about the various types
of Template Wizards.
2. Select a template and click Next. If you don't know what template to choose, see below;
the characteristics of each kind of template are described further down in this topic.
3. Make adjustments to the initial (or last used) settings. The options for each type of
template are listed below.
Click Next to go to the next settings page if there is one.
4. Click Finish to create the template.
The Wizard creates:
l An Email context with one section in it. The section contains dummy text and one or more
selectors for variable data, for example: "Hello @first@". You will want to replace those
by the names of fields in your data. See "Variable Data" on page846.
The Invoice email template also contains a Dynamic Table; see "Dynamic Table" on
page866.
Note that this table does not use one of the default table styles, and that the style sheet
with the default table styles is not present in the template. To add that style sheet to the
template, insert a table using the Dynamic Table wizard.
l One script, named "To". Double-click that script on the Scripts pane to open it. This
script ensures that the email is sent to an email address that is specified in a data field
called "email-to". After loading dataor a data mapping configuration, you can change the
script so that it uses the actual field in your data that holds the customer's email address.
See "Email header settings" on page562
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