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Click here to download a word document with the HTML content for this template.[HTML (Hypertext Markup Language) is a useful way to share code to maintain the content and structure of an email.]
Save Open the word document the desktop of your PCOpen the word document and copy from your Downloads Folder or save the document
Copy all of the content in the document ([use CTRL + A = select all and then CTRL+C = to copy all or right-click and select copy) ]
In EXACT got to Configure >Email Templates
Click +1 to add a new email template
Click the switch to HTML mode Edit Mode icon <>
Right-click and select paste the HTML content copied from the word document
Click the design mode icon to open the content of the email
Add a Code for the template - APPT REMINDER + CSQ
Add a Description that will appear as the subject line in the email “Getting ready for your next dental visit”
Delete the logo place-holder (highlight and then backspace)
Insert with your logo using the Insert Image icon
Select OK to save the new template
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