Email Templates

HTML email templates are available for the key messages that DutyMan sends to members.

Each message has a default template that you can modify to meet your requirements.

Walkthrough: View and Edit Templates

• In the Set Up menu select Email Templates.

• Select a template from the list on the left.

• View, edit and test the template's subject and body in the panel on the right.

• Always Save your edits.

Merge Fields

Merge fields in an email's subject and body are replaced with values from member records when emails are sent.

Merge fields are identified by their name enclosed in square brackets. Example: [Member Name] is replaced by, for instance, John Smith when the email is sent.

Walkthrough: Insert a Merge Field as Text

• Click on the insertion point in the subject or body of the template.

• Select a merge field from the drop-down list.

Walkthrough: To Insert a Merge Field as a Link

• Insert the link's merge field anywhere in the template body (links cannot appear in subjects).

• Highlight and cut the entire merge field to your clipboard.

• Type the link text where you want it to appear.

• Highlight the link text and press the editor's Create Link tool.

• Paste the merge field into the pop-up box and press OK.

Recommendations.

HTML emails bring options for layout and formatting but they can be challenging mainly because the various email clients interpret HTML in their own ways. Microsoft Outlook is notoriously problematic.

To avoid presentation issues, keep your messages simple. Always try out any changes on as many devices and email clients as you can, including phones, using the Test function.