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AccountManager Form Email Templates
Form Emails Templates are used to store the bodies of emails you may wish to send multiple times or to multiple recipients. Form Emails are useful for sending the same email to multiple contacts simultaneously, but as individual emails addressed to each specific contact (such as follow-up to a tradeshow visit, or pricing/product updates). Additionally, you can use Form Emails for communications you send repeatedly (such as electronic versions of your line card). Regardless of who creates the templates, any AccountManager user may create emails based on them.
***Please see the bottom of this page for instructions on Creating and Sending Form Emails.
Creating a Form Email Template
1. Open the AccountManager database, and go to the “Correspondence > Form Email Templates” view.
2. Click the “Create New Form Email Template” button.
3. A blank Form Email Template opens up pre-populated with the “Date Created” and your name as the “Author”. The email body will have an example salutation and signature for layout purposes.
4. Enter a “Name” and “Description” for this Form Email Template and assign a “Category” by clicking the hyperlink.
5. Enter an “Email Subject”. (Note: This is what the actual subject line will read when you use this template to email a contact).
6. Type the body of your email between the two brackets.
7. “Save” and “Close” the Form Email Template.
Form Email Template Field Descriptions
[Form Email Templates Screenshot]
Action Buttons:
|
Button Name |
Usage |
|
Close |
Closes the Form Email Template. |
|
Edit / Save (toggles between) |
Edit – Enables the ability to edit the Form Email Template. No changes can be made until the Edit button is clicked. Save – Saves the Form Email Template (without closing it). |
|
Save & Close |
Saves and closes the Form Email Template immediately. |
|
|
Prints the template. |
Field Names:
|
Field Name |
Description |
|
Name |
Name of the Form Email Template. |
|
Description |
Brief description of what the email will be used for. |
|
Category |
Category this template belongs to (choices populated by your AccountManager administrator) |
|
Date Created |
Date this template was created (Defaults to current date and is non-editable). |
|
Author |
Author of this template (non-editable field). |
|
Email Subject |
Subject line that will display in the inboxes of your recipients. |
|
Email Body |
User-entered content for the email. |
Using a Form Email Template (Creating and Sending Form Emails)
8. Open the AccountManager database, and go to any Contacts view, or Mail List Folder.
9. Select the contact(s) you wish to send the Form Email to.
10. Click the “Email > Form Email” button in the Action bar.
11. Choose the appropriate template from the list, and then “OK”.
12. The Form Email(s) have now all been drafted, but have not yet been sent! You will see the emails as response documents (linked) underneath each contact that was selected, but you must still send the actual emails.
13. If you are sending this Form Email to only one contact, you can simply open the email from underneath that contact, and click the “Send” button inside. You may edit the email before sending, if you’d like.
14. If you are sending this Form Email to multiple contacts, go to the Activities > Unsent Emails view to see the prepared emails. You may edit any of these emails before sending, if you’d like (for instance, if you wanted to add a personal note to one or two of them, out of the entire batch).
15. If you do not wish each of these emails to become an Activity that you need to Follow Up on, you can select them all, and click “Close Follow Up (sel)”. This will prevent them from showing up in your Activities views, and your daily follow up emails.
16. Once you’re ready to send the Emails, select them all and click “Send Email (sel)”. This will launch all the emails you selected and populate the “Date Sent” field on each one.