Fortix PlatformFortix Freedom Business Systems E-mail MessagesHow to Set-up E-mail Templates (Framework)

How to Set-up E-mail Templates (Framework)

An email template or frame is pre-styled for graphic content. Company Logo's and signatures that have to be used in all customer communications can be set-up, resulting in increased productivity.

The quick address link is: /?email_templates eg.

Click COMMUNICATION then E-mail Templates. This opens up the E-mail Templates page.

On the right-hand side of the E-MAIL TEMPLATES Heading bar Click Add New.

The E-mail Templates form opens.

Always include {tag_EmailContent} tag where the main message of the Email wil be located. Eg. Before the signature but after the heading.

  1. Add a Unique Name in the Template Name field.
  2. Choose the company Profile this message belongs to.
  3. Decide if this Template is a System Template or not.

Add your E-mail Template body. Include tag fields, which is variables that is system generated to make is personal. Eg. {tag_ContactFirstName} and {tag_UserFirstName}.

This is where you can add Company Logo, Call to action links etc.

Click SAVE when finished.


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