Set Manual Query Templates

Follow

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                                           mceclip0.png

  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                                                                                           mceclip0.png         

 

 

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.