Improved HTML editor frame for Templates and Job Description
This is more robust and easy to format complex Word/HTML content more easily.
First start with opening a new mass email window, clicking on the 'Templates' button and then click on Create New (or white-colored icon).
In the New Template window, type some subject and on the right-hand side under "Merge Fields:" choose "Clients" or "Candidates".
Attach file(s) - (If you wish to add any documents or any files to the template)
Salutation: Now type how you wish to address the recipient like Hi, Dear, etc.,
Please choose the fields from the right-hand side under "Merge Fields" and click on "Insert to Body" at the bottom of the "Merge Fields" window.
Example:
If you wish to add (FirstName) OR (DisplayName) OR (Title) (FirstName) OR (Title) (LastName) OR (Title) (DisplayName).
It shows Dear [[FirstName]] OR Hi [[LastName]] OR Hi [[DisplayName]] OR Hi [[Title]] [[LastName]] OR Dear [[Title]] [[DisplayName]]
Add content to the email body, click on "Save As", and give a name to the template.Your email template has been saved now.