Create a Letter Template

• Name the template
• Add/ edit the text in the template using the formatting tools. (If pasting from Microsoft Word, please use the paste from word tool or better yet only paste plain text from notepad
• Add/edit the Variables using the V icon - For Contact Variable Best Practice - Rules and Recommendations - click here.
• Merge field 'fall-backs' can be specified by using the pipe "|" character in between any merge field and the text that you want to display if the merge field cannot be populated.

*Hint: When typing, select Shift + Enter on your keyboard to proceed on the next line. Enter will make a new paragraph.

3. Once you have finished creating the letter, you are given the option of sharing the template. If you tick the Share to Agents checkbox, the letter template will be able to be viewed by anyone in the office. If this template is only for your own use, leave the checkbox empty and only you will be able to view the template. 

Permissions: There are multiple permissions in Agentbox that impact how templates can be shared within a database.

4. Lastly, click Save. You will be redirected back to the Select Template page and your newly created template can be selected from the drop-down list.

Create a Letter Template via mail merge editor.

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1. Click on the Create Letter icon at the top of the target list

 

2. In the Edit Template box create your letter. Alternatively you can Select the template from the Select a Template drop-down that you would like to edit or copy

• Add/Edit the text in the template using the formatting tools. (If pasting from Microsoft Word, please use the paste from word tool or better yet only paste plain text from notepad
• Add/edit the Variables using the V icon - For Contact Variable Best Practice - Rules and Recommendations - click here.
• Merge field 'fall-backs' can be specified by using the pipe "|" character in between any merge field and the text that you want to display if the merge field cannot be populated.

*Hint: When typing, click Shift + Enter to proceed on the next line. Enter will make a new paragraph.
 

 

3. Select Action Create New Letter Template. Give the new template a Template Name, assign to a Category if applicable and Share to all staff (Master Users Only)

 

 

4. Click Create.