Set Manual Query Templates

Each Query can be assigned its own SMS, e-mail and/or letter template within D4W/PSS. 

1. Go to Debtors and Marketing > Mail Merge tab 

2. Mail Merge Category: Queries

3. Select the relevant query to assign/set up a template for                                         

4. Letter Template: Click the Edit icon to design the e-mail and/or letter template

   1. Design the template as required for this query

5. SMS Template: Click the Edit icon to design the SMS template

   1. Use the Insert menu to add Input Fields

   2. Click Template menu > Click Update

   3. Click Template menu > Click Exit