Email Marketing Ribbon

Last modified 15:39, 22 Mar 2013

Overview

The Email Template ribbon consists of three tabs:

  • Message
  • Data
  • Format Text

The Message tab is the default tab presented when either opening or creating a template.

Message Tab Options

 The Message tab allows you to attach files and reports, set email priority and request receipts.

Message Tab.png

The Message tab contains the following options:

 

Option How to Use
Attach file This attaches a file that all email recipients receive.  Each email recipient receives the exact file.
Attach Report This attaches a report specific to each email recipient, eg Debtors statement.  Each recipient receives an individual statement.
High Importance Sets the email as high priority
Low Importance Sets the email as low priority
Request a Delivery Receipt Requests and returns a notification when the email message has been successfully delivered
Request a Read Receipt Requests and returns a notification when the email message has been successfully read.

Data Tab Options

The Data tab is used to add in unique fields used within Smart Reports and Tax Explorer reports.

 

Data Tab.png

The Data Tab Options contains the following options:

 

Option How to Use
Central Reports This clears the Merge Field Source file and sets the field back to CCH Central Standard.
Smart Report This adds the unique report fields to the Merge Fields list under the heading ‘From Smart Reports’.
Tax Explorer This adds the unique tax explorer report fields to the Merge Fields list under the heading ‘From Tax Explorer’.  This is only applicable if Personal Tax version 2013.1 or above is detected.

Format Text Tab Options

The Format Text tab is the tab used to perform any text changes used within the body of the email template.

Format Tab.png

The tab consists of five sections contain the following options:

 

Option How to Use
Clipboard Cut, Copy, and Past Options
Format Format the email contents into HTML or Plain Text
Basic Text Customise text style
Insert Insert picture, create hyperlink e.g. link to website or tracked linked for displaying reporting data.
Editing Undo and redo recent actions, find text and perform a spell check.
Page statistics
879 view(s) and 28 edit(s)
Social share
Share this page?

Tags

This page has no custom tags.
CCH Bulk Email

Comments

Viewing 1 of 1 comments: view all
I can add comments to help other users and alert CCH Software authors of mistakes quickly.
Posted 10:12, 28 Feb 2013
Viewing 1 of 1 comments: view all
You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |