• Work with Templates
  • Create a Mail Merge Template
  • Insert Data Entities in Template
  • Delete a Template

Insert Data Entities in Email Template

1. To insert data fields to display information such as a customer's name or data from a SalesTrack record, click Insert/Update. The Data Field Value page appears.
2. Click Add. The Add Data Value page appears.
3. Select the Record Type and Field, and then click OK. For example, to enter customers' first and last names, you'll need to repeat these three data-insertion steps; first and last names are separate data values.
4. Click OK again to insert the data.
5. Click Save or Save and Close.