E-Mail forms can be added from the E-Mail forms > Add a new E-Mail form menu option
The Form Details screen will appear
Form Name |
Enter a meaningful form name |
Form Description |
Enter a description of the form |
Form Subject |
Enter the subject of the e-mail - the form variables can be used in the subject |
Form Message |
Enter the e-mail form message - remember to use the form variables as much as possible |
Click and drag the form variables from the selection box to the e-mail subject or message box.
Preview |
Previews the e-mail form with data if there are sale records in Tradar |
Save |
Saves the e-mail form and exits the screen |
Save & Preview |
Saves and Previews the e-mail form |
Cancel |
Cancels the form without saving |
Example of a completed e-mail form
Preview Mode
