Be sure to scroll down and watch the video!
This new Email Message Library feature allows you to create and save those messages you type out again and again to a personal library, which can be inserted at any time, with a few simple clicks - Saving You Time!
On either the Main Dashboard or a Detailed Dashboard click on Messages. This will bring a complete list of messages sent. At the top, in the middle of the screen, click on Email Message Library.
How To Create:
To create a new message, click on the orange CREATE NEW MESSAGE link near the top on the right-hand side.
When the pop-up window appears simply type a name for the message and then type the body of the message.
Click the blue SAVE Button to save this message to your library.
NOTE: If you wish to display all Library text, click on the Show Message Text in the middle of the screen, near the top.
How To Insert:
To use messages from your library, click on the Email Message Library link when you are creating a new message. This link is to the right, just above the body of the email.
Select the message you wish to use by checking the box to the right of the Message Title
Review this short video showing you how to create, save, and utilize your customized email messages.