...
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.]
Open the document 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 HTML 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
Related Pages
Recommendations for using Email