Email Template Setup

  1. The tool bar has icons for adding a new message, editing, cancelling and arrows for viewing the saved messages.
  2. Title is a descriptive heading for you to identify messages. eg Member of a Group
  3. Email From is your email address.
  4. Subject of the email.
  5. Respondents Filter. Choose from drop box. Additional categories can be set up for you by Treshna
  6. Configure Recipients sets the parameters limiting who the email is to be sent to.
  7. In the large text area enter the text of the email. Use the Insert Field function for inserting details such as first name in the appropriate place in the text.
  8. Add attachments if any and click on OK. Remember that adding attachments to a large bulk email mailing may result in spam classification problems.



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