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Created page with " == Basic Templates == There are often requirements to use the bulk email capability of Business Express (BeX) on a semi-regular or even very regular basis. Creating the HTM..."
== Basic Templates ==
There are often requirements to use the bulk email capability of bxp software (bxp) on a semi-regular or even very regular basis. Creating the HTML emails from scratch, storing them somewhere else or having to customise the templates frequently can make templates cumbersome to manage. For this reason there is a template storage facility within bxp for email templates.
Firstly create your HTML template email in your favourite HTML editing tool. Some suggested tools can be found here [[Web_Development_Tools]]
A guide to creating your own HTML email templates can be found here [[Writing_HTML_Emails]].
Then simply add the HTML via
''Main Menu > Communications Centre > Templates > Template - Add''
All templates, regardless of creator, will be available to all locations where templates can be used.
There is no content security on templates. i.e if a user has access to Communications Centre > Templates, they can edit any template stored there, regardless of creator. This is by design.
== Template usage locations ==
Templates can be used from:
* Communications Centre > SMS Sending > Campaign - Send a Campaign SMS
* Communications Centre > Text Only Email Sending > Campaign - Send a campaign plain text email
* Communications Centre > HTML Email Sending > Campaign - Send a campaign rich text email
* Form Management > Outcome Manager > Outcomes > Mail Merge
