Table of Contents
OA Desktop Apps GuidePhone BookMain MenuMarketing MenuEmail Marketing ConsoleCreate and Edit Email DocumentsSend Marketing EmailsEmail Marketing Setup WizardPipeline ManagerLead Alert ConsoleMarketing OptionsContact Marketing FoldersContact PipelineContact Mailing ListsSend Marketing Email to ContactTerms and Conditions
Create and Edit Email Documents
The |Create and Edit Email Documents| feature is used to create and manage your email documents in Office Accelerator. Email documents contain the message or service you wish to send and potentially sell to your customers. From the |Marketing Menu|, select |Create and Edit Documents|.
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Opens the Email Merge Document Editor used to create a new email template. | |
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Makes a copy of an existing email and opens the copy for editing. | |
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Opens the selected Email Merge Document for editing. | |
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Deletes the selected email document. | |
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Provides a list of deleted email documents which can be restored (undeleted). | |
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This option will provide a preview of the email document as well as a 'Test Send' option to preview the email in an email client (such as Outlook or Gmail) prior to sending to your customers. | |
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Provides options to set email document access rights and to mark email documents active or inactive. | |
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Toggles Active and Inactive Email Documents. | |
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Refreshes the Email Documents Console. |
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