How do I Set Up an E-Mail Template?


Go to the Settings Tab.

Click on the link at the bottom right that says Setup Email Templates.

The dialer supports on-screen, one-click email sending. In order to use this feature it must be specifically enabled on your account. Emails are sent in HTML format.

Merging emails with information about the contact is possible by using the #{} within the content of the email. For example, if the email should start out as 'Hello Matt, this is Joe from Acme Co...' and the database field name to replace is Name (case sensitive) 'Hello #{Name}, this is Joe from Acme Co...' should be placed in the content. You can put any database filed in the #{} that your would like to be shown on the e-mail.

Was this answer helpful?

 Print this Article

Also Read

Can I use my T-Max sip phone by itself? Can I use the sip phone as a standalone phone?

Yes, the sip phone is an internet program platform.  It will not work without a VOIP...

Xlite error messages or Eyebeam error messages.

T-Max Dialer has it's own Softphone callled T-Max Phone which you can download and use for...

How Do I Change My Password?

Click on the pencil icon to open the property settings tab, click on the hyper link...

How do I configure / Setup T-Max SIP Softphone (TMaxSIP) for the Predictive Dialer? DEPRECIATED

When you get the T-Max Soft Phone installed and you're ready to get it configured. Please follow...

The “Record Direct Calls” Tab in the pencil window:

If you check the (Record Direct Calls) box then your agent will have the ability to record the...

Trusted Site Seal
SSL Certificate