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Step 1

From the Agents & Connections navigation pane, select System > Other> Email Templates. The Email Templates list displays.
 
Below the list, Email Template Details for a new Email Template displays.
 
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Step 2

Enter / select Details for a new Email Template, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the New button above the list to display a pop-up version of the Details.

Step 3

Click a Save button. The Email Template is added to the database, and all buttons and tabs in the Email Template Details are enabled.

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The following Email Template Details is for an existing Email Template. See the field descriptions, below, for a description of all fields that display in the Email Template Details.

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For information on how to access additional details - such as Metadata and complete database Details - for Email Templates (or any type of record), see Records.

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