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}