Step-by-Step

1. To get started, let's open up the Settings page and select "Email Settings" from the available options.

 

2. Let's click "Email Templates" to access our existing templates or to create a new template. In this example, we will create a brand new template to use.

 

 

3. To use Merge Tags inside of our template, we will want to type "{" to access the list of available Merge Tags.

Available Merge Tags

  • User First Name - {u_firstName}
  • User Last Name - {u_lastName}
  • Contact First Name - {c_firstName}
  • Contact Last Name - {c_lastName}
  • Contact Job Title - {c_jobTitle}
  • Contact Requisition - {c_requisition}
  • Contact Company - {c_company}