Kavi Help CenterKavi® Members Help
| Chapter 135. Add an Email Template | ||
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Part IX. Kavi Members Super Admin Tools | 
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Table of Contents
The Add an Email Template tool is used to create custom email templates for use in Kavi Members email tools. Email templates may be scheduled to be sent automatically when a certain kind of event occurs through the Manage Email Schedule tool, which can also be used to add email templates. Admins can also use email templates when sending template blasts through the Send Template Blast to Company Representatives or Send Template Blast to Users tools.
Add email templates so they can be used by Admins when sending template blasts or for a scheduled email.
Select the object that the email is about, then set template details. Be sure to press Save on the Preview step to save the template.
Select the object that is affected by the event you want to use as a trigger. This is a little on the subtle side, but instructions are provided on the page so you can select the object under which your event trigger is listed. For more information, see What is the email about?.
Set details including the template, limitations on the conditions under which the email will be sent, and recipient types. Press Next when you are satisfied with your settings.
Configure your email template. When you are satisfied with the template, press Next.
Options
- Template Name
Add a name for your template.
- Subject
Enter the value you want to appear in the email Subject field. You may use any of the variables listed in the 'Variables' section of the page, but remember to keep the subject brief.
- Text
Enter the value you want to appear in the body of the email. You may use any of the variables listed in the 'Variables' section of the page.
- Variables
A list of available variables. For more information, see Kavi Members Email Template Variables.
The information you have entered is displayed for you to preview. Press Back if there are any changes you want to make. When you are satisfied with your template, you must press Save to save your template.
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| Chapter 134. Manage Email Templates |  |
Chapter 136. Edit an Email Template |