When to use:  E mail templates can be created for commonly sent e mails.  They ensure consistent messaging is sent to all customers.  Templates can be used when messages are sent individually to customers and also in mass email blasts.

1.  Go to the Admin tab and select “Email Template Maint”.
2. The page will display all saved Email Templates for your company on the left side of the screen and also provides space to create a new e mail template.

Creating a new message:

1.  Enter the name of the template, it is for internally use only.

2.  Enter the subject of the email.  This will be the subject line of the e mail that the customer will receive.

3.  Enter the body of the e mail.   The wording in this section will be the exact wording the customer will receive when the message is sent.

4.  Save the template by clicking on “Add”.

Using Placeholders:

When creating a template, you can use any of the placeholders listed below in order to populate the body of the message with information specific to a borrower or a loan.

Click on the placeholder you want to use the exact location within the body of the message.

For example:

Dear [First],

Thank you for being a valued customer of [StoreTitle].  

We wanted to inform you that your payment of [Amount] has been returned by your bank.  Please contact us to make your payment.  Our store phone number is [StorePhone].

We appreciate your immediate response.

[StoreTitle]. 

** Note:  We suggest sending a test e mail to a non-customer e mail account before sending it out in a blast.  By sending a test message, you will be able to ensure the placeholders work as expected and the content of the message is correct.