Email and Letter Administration

How to Create an Email Template
You can compose an email template with any text or formatting using the built in email composer. In addition to having standardized email templates, you can...
Fri, 19 Feb, 2021 at 10:46 AM
How to Send Mass Emails
To send mass emails or letters you must first configure your email and letter templates. For more details on how to create an email batch, refer to our help...
Mon, 17 May, 2021 at 1:44 PM
Edit Email Templates
To edit an existing email template:  Login to your site. On the upper right-hand side of the top navigation toolbar click Emails/Letters In the Email...
Fri, 11 Sep, 2020 at 8:43 AM
Top 10 Ways to Improve Email Campaign Engagement
Instill these best practice procedures to improve campaign rate of return by reaching your target market and enticing a call to action.  Regular analysis o...
Fri, 17 Sep, 2021 at 9:48 AM
How to Edit a Letter Template
Letter templates are created as Word documents which you have full control over. When the letters are generated the Word document is populated with the cons...
Fri, 5 Feb, 2021 at 12:27 PM
Error Messages and Resolutions
Error When trying to upload a document to the email template you receive the following message. Message String or binary data would be truncated. The ...
Tue, 11 Feb, 2020 at 4:14 PM
Copy Email Templates
When the need arises to create a duplicate copy for a new Email Template, use the Copy option to quickly copy an existing email template and all it's f...
Wed, 11 Nov, 2020 at 9:38 AM
Attach PDF with Custom Password
Due to heightened security protocols there are times when documents must be password protected on the customer portal with strict password policies. The sol...
Mon, 24 May, 2021 at 3:29 PM
Email Attachment Options
When you are sending emails, you have the option of generating a letter which will be created from your Word Document Template and turned into a PDF file fo...
Thu, 15 Oct, 2020 at 12:06 PM
All Email Batches
In the event that you should need to review a previously sent batch of emails for validation or troubleshooting purposes, follow the below steps: Go to...
Fri, 5 Feb, 2021 at 12:28 PM