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  5. Setup Email Templates

Overview

work in progress…

Add a new Email Template

  1. Sign in into your Adaptivemail portal
  2. Navigate to AdaptiveTemplates menu on left panel
  3. Click “New Mail Templates

  4. Select the layout as per your requirement or continue for blank layout

  5. For example, lets select Layout A and continue

  6. On New Template page, provide below information

    • Mail Template Title – Its template title which will help you identify the template, ex.
      New Joinee Welcome email
    • Category – It’s for categorizing the template, ex. Sales, Promotional, Compensation &
      Benefits. You can select category on enter category name which will be created automatically
    • Template Content – You can design, update, add images, highlight text within the
      content area. WYSIWYG editors help you create you email content.

      • Insert Token – It will help you to add placeholder token for Recipients Name,
        Recipient Manager Name, Recipient Skill etc

      • Import Outlook Message – Under file menu of WYSIWYG editor, you can see this
        option. It helps you to import and already existing email message from outlook. It tries to
        import .msg file and try to extract the email layout.

    • Preview and Send Test – This help you to see the preview of your designed email
      template in Desktop, Tablet and Mobile mode

      • Send Test – It will send email to the selected email id, so that you can
        actually see how the template would be seen as email