You’ll create your email templates from within the new email form from the relevant record. For example, if you want to create a personal email template to send to applicants, you’ll need to open an email to an applicant, this way you’ll get the relevant merge fields.
Merge fields can be used in both the email Subject line and the Body text. The merge field menu has multiple levels to help organise all the available options.
Once a merge field is added to the template it will display the full menu path to it. This provides their context, such as the First Name merge field which in some email contexts such as when submitting CV’s or sending interview confirmations, could be selected for the applicant/contact or recipient. Therefore the merge field path helps to differentiate between them in the message body.
If you have attached any documents within your template, when you go to save it you will be given the choice to include them within your template.
Within the action bar of the new email form, you have an icon allowing you to manage your templates such as, renaming them or deleting them.
