PL for Principals - Email Templates & Snippets


:note:

Templates vs Snippets

  • A Snippet is part of a template and can be used repeatedly.

  • A Template is the way that you arrange the overall email and can include Snippets.

Templates - Create / View / Edit / Delete

You can build a template, in which you can order snippets, lists and signature.

To view and/or create your own or company-shared email templates, click the “Email Templates” under the upper action menu

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To view / edit / delete an existing template, click on the template row to open the window with the template’s details.

To create a new template, click the Add symbol and order the elements. This works exactly like creating other shared lists.

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You can start to order the elements of the template.

By clicking on the arrow next to the quotes symbol, this will allow you to choose a snippet.

By clicking on the arrow next to the {i} symbol, that will add the additional elements of Signature and Lists. Lists refer to either the position list or cargoes and fixtures, depending on the view.

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Snippet - Create / View / Edit / Delete

Click Email Snippets from the action menu in the new email window

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To create a new snippet, click the Add symbol. This works exactly like creating other shared lists.

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To view / edit / delete a snippet, click on the row listing the snippet name

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To use a Snippet, select it from the quotes symbol while in New email :

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