Add a Follow Up Email

This is the screen where you enter the content for your Follow Up Email message.

1.  Enter the Email name in the Follow Up Email Name textbox.

2.  Enter the Email subject in the Follow Up Email Subject textbox.

3.  Check the Active checkbox to make the Email Active (available when working in the Contact Details).

4.  Enter and format the Email content in the HTML Editor window.

    Use merge information in your content where appropriate. To insert a merge field in the email, place your cursor in the HTML Editor window on the line where you want to insert the merge. Click the Merge Fields drop-down to expand the drop-down and select the merge field you want to insert.

    Here are some important tips about the merge information. If the merge field option has “Account” at the beginning of it, then it is Account Holder/Site Owner data. If the merge field option does not have “Account” at the beginning of it, then it is Contact data.

IMPORTANT NOTE: Don’t click any buttons to format where you place your cursor before inserting a merge field. In other words, don’t center or format the text before inserting the merge field. If you do, the HTML Code for the formatting will keep the merge information from displaying correctly. You can format the text after you insert the merge field.

5.  Click the Save button to save the Email message.