Creating/Editing Email Templates

Creating Email Templates

Email templates can be created or edited by going to Configure->Email Templates

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From here you can either choose an existing template using the Select an Email Template button

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or create a new one by clicking the +1 button

If creating a new template enter a code

Type a description of the Template (e.g. Appointment Reminder)

Click in the body of the window and type the message. If you wish to create the template using HTML or copy the HTML from another source this is possible by clicking the script icon or newer bracket icon and adding the content in the HTML viewer window.

In the standard editor (Non Html) you have a number of buttons to help you change the template, including font options, colours, hyperlinks, add images, spacing etc.

If you need to source information from the EXACT database when you use the template (Patient Name/appointment info etc) you can use merge fields. To add merge fields, click the View Merge Fields button at the bottom of the screen. This will display the Letter Merge Fields window:

To get the merge field into the document, use the clipboard as follows:

1. Highlight the merge field(s) that you require (you can hold down SHIFT for multiple selection)

2. Press CTRL-C on the keyboard, or click the Copy Field(s) to Clipboard button to copy the field(s) to the clipboard

3. Position the mouse cursor in the document or template at the point where you want the merge field(s) to be inserted.

4. Press CTRL-V or RightClick>Paste to insert the clipboard content.

You can also type the merge field out manually in the format of [patient.dentistname]

When finished creating the template, select OK to save it.

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