Email Templates - Send Standard Emails or Standard Email Replies

Send Standard Emails with Email Templates

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CRM Outlook Email Integration

Amphis Customer makes it easy to Send Standard Customer Emails at the click of a button, store Customer Emails in the Customer History, and reply to Customer Emails with Standard Email Replies.

You can simply drag and drop a Customer Email from Microsoft Outlook into Amphis Customer and a new Customer Record is created or the existing Customer Record is displayed with the Email stored in the Customer History.

The link below shows a short training video on dragging and dropping emails from Microsoft Outlook into Amphis Customer, creating/viewing the corresponding Customer Record, replying to a Customer Email with a Standard Email Reply from an Email Template, and viewing the Customer History.

View CRM Outlook Email Integration Training Video   

Or you can download it as a .zip file

Download CRM Outlook Email Integration Training Video   

Sending or Replying to Emails

You can Send an Email or reply to an Email on the Customer History tab by selecting an Email template from the list and clicking Send Email or Reply to Email.

Send Email Using Email Template

Email Marketing

You can also Email Merge for your Email Marketing by selecting a Group of Contacts and selecting an Email Template to use from the Mail Merge menu. This sends an Email to each Contact in the selected Group.

Email Template

Email templates are text files containing HTML tags. You can edit Email templates in Notepad. Email Templates can be created/edited from Tools->Maintain Templates.

Email Template Types

Select the Email document type from the dropdown list for Email templates used for sending Emails. Select the Email Reply document type from the dropdown list for Email templates used for sending Replies to Emails. The Email Attached File document type is used when selecting a document such as an Invoice and clicking the Email Attached File button.

Note: The Email Attached File template is a special case and only uses these tags
<!title!>
<!businessname!>
<!type!> (for the type of document eg Invoice)

Creating Email Templates

Some example Email Templates are provided and you can click Create New Template to create a new template. Rather than starting with a blank template, this copies the first one in the list so you have something to work with.

Create Email Template

If you select a template and click Edit Template, the template is opened in Notepad where it can be edited. Email Templates use HTML syntax with the power of HTML formatting to enable you to create attractive Emails. The Emails can also use CRM Tags to display information from the Customer Details.

Email Tags Used in the Email Templates

The following tags can be used in the Email and Email Reply Email Templates.

TagMeaning
@customeridcustomer Id
@datetoday's date
@titlecustomer title eg Mrs
@firstnamecustomer first name
@lastnamecustomer last name
@companynamecustomer company name
@hometelhome telephone
@worktelwork telephone
@personalmobilecellpersonal mobile/cell
@workmobilecellwork mobile/cell
@positionposition in company
@custom1custom fields
@custom2(from Custom tab)
@custom3
@custom4
@custom5
@custom6
@custom7
@custom8
@custom9
@custom10
@websiteweb site
@addressconcataddress concatenated
@deliveryaddressconcatdelivery address concatenated
@businessnameyour business name

Here is an example Email Template that uses HTML for formatting and a custom field custom1 from the Amphis Customer Custom tab.

HTML Email Template

To see what this all means, take a look at the Example Email Template

You can attach up to 3 files to an Email or Email Reply using attachment, attachment2 and attachment3 eg

attachment='c:\prices.pdf'
attachment2='c:\sale.pdf'
attachment3='c:\aboutus.pdf'

And here is how it looks when the Email is created. Note that it uses the subject and attachment specified in the Email Template and it uses the value of Custom1 from the Custom Tab for the selected Customer Record. Also the Outlook signature is automatically added.

Example HTML Email Template

CRM Video

The link below shows a short training video on Editing Email Templates.

View Email Template CRM Training Video   

Or you can download it as a .zip file

Download Email Template CRM Training Video   

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

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