Step 1. To integrate Template into ERP Gold you need to first get onto the Template integration page from left menu by clicking on

Media Center ------> Template

Step 2. User click "Add Template" button then it will open new screen to create template information.

1) Add Template: If you click "Add template" button then it will open new screen to create template information.

2) Select: It will choose a template for campaign.

3) Edit: It use to update Template.

4) Delete: It use to delete Template.

1) Email Template Name: Users will enter the "Email Template Name" in this field.

2) Email body: Users will design email in the body formatting tools are available which will help you in designing your mail. 

3) Save: If you click the "Save" button then all record is saved.

Step 3. If you click "Select" button then it will choose a Template for Campaign.

1) Select Mail List: Users will select the Mail list from this drop down list.

2) Email Subject: Users will enter the subject of the Email in this field.

3) From Name: Users will enter the name of the person which will appear as the sender.

4) From Email: Users will enter the email address from which email will be sent.

5) Save & New: This is save your campaign and redirect to create screen of campaign.

6) Save Changes: If you click "Save changes", then it will show you changing that you saved.

7) Save & Exit: if you click "Save and Exist", then it will redirect to the create campaign.

8) Global Variable: This variable are used to show the records in server side.

9) Email Body: Users will design email in the body formatting tools are available which will help you in designing your mail. 

10) Heading: User will enter Heading of email content.

11) Add Image: User will enter the image of email content.

12) Heading: User will enter Heading of email content.

13) Sub Heading: User will enter Sub Heading of email content.

14) Message: User will enter message in email content.

Step 4. If you click "Edit" button then it will update the information of Template screen.

1) Email Template Name: Users will enter the "Email Template Name" in this field.

2) Email body: Users will design email in the body formatting tools are available which will help you in designing your mail. 

3) Save: If you click the "Save" button then all record is saved.