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Creating Reusable Email and Letter Templates

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Copper Contributor
Posts: 318
Country: Canada
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Creating Reusable Email and Letter Templates

Are there any good video tutorials on best way to create email and letter templates that are reused over and over in a business and organize them within Act or a folder structure?

 

I'm also thinking of replacing or deleting all of the existing letter templates available in Act by default and replacing them with just the 3 or 4 that we use regularly.  I want to keep it organized too and not have a slew of other templates available that are not used.

 

Thanks

 


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Accepted by topic author JagStyles
‎02-05-2016 12:56 PM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Creating Reusable Email and Letter Templates

We have a KB with some more info on the subject of creating templates. http://kb.act.com/app/answers/detail/a_id/13834

There are some good videos available on YouTube that are produced by ACCs and users that go into more detail.

I would suggest you don't delete the default templates, just in case you need to refer to them in the future. They can of course be moved an organised however you like.

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Solution
Accepted by topic author JagStyles
‎02-05-2016 12:56 PM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Creating Reusable Email and Letter Templates

We have a KB with some more info on the subject of creating templates. http://kb.act.com/app/answers/detail/a_id/13834

There are some good videos available on YouTube that are produced by ACCs and users that go into more detail.

I would suggest you don't delete the default templates, just in case you need to refer to them in the future. They can of course be moved an organised however you like.