Mail Templates

Mail Templates allow you to create reusable correspondence that you can send or print out for single or multiple clients at once.

Mail Templates work by offering predefined Merge Fields, which will be automatically replaced with details from your Company, Clients, Contacts and Jobs.

Both default and custom fields are available in Mail Templates.

CentreCRM offers some simple Mail Templates by default, which can be edited or deleting as required.

To find Mail Templates:
  1. Navigate to the Settings tab and click on Mail Templates under the Templates section

Adding Mail Templates

  1. Click Add Mail Template
  2. Fill out the Mail Template as desired
  3. Click Save

Editing Mail Templates

  1. Click Edit on the template you wish to edit, or click on the template name
  2. Adjust the Mail Template as desired
  3. Click Save

Deleting Mail Templates

  1. Click Delete on the Mail Template you wish to delete
  2. Click OK on the confirmation box that appears

Merge Fields


Mail Templates can use Merge Fields.

To use a Merge Field:
  1. Select the field type from the select box under Merge Fields
  2. Click the Merge Field that you want to insert into the Mail Template
Or:
  1. Type the Merge Field name into the Mail Template
These Merge Fields will be automatically replaced with the correct information when the Mail Template is used.

Mail Template Headers & Footers


Mail Templates can optionally include a predefined header and footer.

Headers and Footers have limited access to Merge Fields, able to include only your company name, company legal address, company trading address and your company logo.

To find Headers & Footers:
  1. Navigate to the Settings tab and click on Mail Templates under the Templates section.
  2. Click Headers & Footers

Adding Headers & Footers

  1. Click Add Header & Footer
  2. Fill out the Header & Footer information as desired
  3. Click Save

Editing Headers & Footers

  1. Click Edit on the Header & Footer you wish to edit, or click on the Header & Footer name
  2. Adjust the Header & Footer information as desired
  3. Click Save

Deleting Headers & Footers

  1. Click Delete on the Header & Footer you wish to delete
  2. Click OK on the confirmation box that appears

Using Headers & Footers


To include a Header & Footer with your Mail Template:
  1. Create or edit a Mail Template
  2. Select the Header & Footer you wish to use from the select box under Header & Footer
  3. Click Save on the Mail Template
The Header & Footer chosen will be included with the Mail Template whenever it is used.

Documents


Mail Templates can be sent with attached Documents. Both documents uploaded to the Documents section, and documents defined in Document Templates can be attached.

To attach a normal Document:
  1. Select the Document from the list under Documents to attach
To attach a Document Template:
  1. Select the Document from the list under Documents to merge and attach