Adding and Editing Templates

Learn to add and edit templates.

To display templates:

• Select (Marketing) > Campaign Templates.
• Select (Marketing) > Marketing Activity Templates.

  Click (New) to add a new template. Enter "Template" in the Status field.

• Select (Master data) > Documents and search for one of the following documents:
  • CORE_Confirmation_E-Mail.htm: Contains a short text used to confirm the registration for an event. Text is included for both English and German. The appropriate language is used based on the language entered for the recipient (English is used as the fall-back option).
  • CORE_ProductInformation_E-Mail.htm: Contains a short text (English and German) used to inform the recipient of a new product. Two possible replies are included in the text as links.
  • CORE_English_Invitation.doc: CORE_English_Invitation.doc contains a short invitation text and incorporates several fields in the database.

  These documents are read-only. To edit these document templates:

  1. Select Open document from the document’s context menu
  2. A Microsoft Word message may be displayed if you are opening a Word document. Confirm with Yes.
  3. The document is opened in the associated application.
  4. Edit the document:

You can edit the text.

You can add additional fields to the document (Mailings tab, Insert Merge Field option).

HTML files may contain additional fields in comments.

Save the document locally.

You can either directly enter the updated document in a marketing activity execution record or first upload it to the Aurea CRM database (Documents info area), see Documents.