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Access Template Designer

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Sara Shepherd
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Templates must be created through Template Designer prior to sending emails or printing with SAM.

Access the Template Designer to view, edit and create via Settings  > Template Designer. 

Create New Template

  1. Navigate to Settings > Template
  2. Click "Create New Template"
  3. Name the new template
  4. Choose a Primary Entity/Main table to establish the template on.
  5. Select additional tables/fields you want to pull on the template. 
  6. Press Save to building the template.
  7. Compose and Edit Template

Edit Template

  1. Settings > Template Designer > Choose the template to edit by clicking on the title.
  2. Add fields, change fonts, cut/paste, and make any other modifications necessary.
  3. Press save when finished.

 

Create New Template from Existing 

Save time and maintain a uniform message for similar templates.
  1. Settings > Template Designer > Create New Template From Existing > Select starter template. Enter the name for the new template.
  2. Press save and the template will open for you to edit.
  3. Press save once completed.

    Alternatively, Open a template > Advanced Options > Create New Template from this Template.  

 

Delete Template

To delete a template that will no longer be used, open the Template, then click Advanced Options. Click Delete Template. A pop-up will prompt you to confirm before deleting. The template cannot be retrieved once deleted. At this time, templates cannot be disabled. 
 

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