Creating Email Letterheads [MUSIC PLAYING] Before we can send out mass emails to our contacts, we need to have a template on which to base our communication. So we can have many of these. But what we do need to start with is sort of a letterhead. So what that is is basically an HTML background for your emails that you'll send out, which we can insert text and merge fields into. So how to set that up. Just like everything else, we want to go to Setup. And then we want to go to Communication Templates in the Admin Setup, and Letterheads. Now since there is Admin Setup section, note we are in the System Administrator account. We click on Letterheads. And you'll see this splash page the first time you go in there. And it explains to you what this does. And we click on Next after you take a look at that for a second. And we will create a new one. OK. So we need to give it a name. So let's just call it Example Letterhead. And always check that Available for Use unless you're holding it off until it's done. Click on Save. And then you kind of get into this editor-looking place. So take a look. There's a bottom line and a footer, a middle line and body color. So all of this stuff. So Background Color, let's say we click on that. If you don't know the exact color code, you can just specify it with the selector there. I'm going to turn it white. We can stick our logo in there, for instance. There's our property-based logo. You do have to upload this into your documents. My property-based logo in there. Edit the color of the top line if I want to. Let's just keep that blue. OK. If you want to have a color in the body, I'm going to edit the-- I'm going to leave that white. Edit the body, the line color here as well. So they match up. And if we want to have a footer, we can have a footer. I'm going to leave that blank for now. So we click on Preview any time to check it out and how it looks. It looks like there's one more line I want to line up the colors on. So we'll edit the bottom line and change the color. Let's just preview it once more before we save it. Looks good to me. And click on Save. So that is basically it. That's how to create a letterhead. And now you can use that in your mail templates, which will be followed up in another video.
What are Letterheads?
Letterheads are HTML templates you can design in Propertybase. These can be saved and used in various email templates. You can customize them with logos, and your own design.
Why are Letterheads important?
Understanding how to create letterheads is the first step for sending out Emails in Propertybase. Once you create a letterhead you can use it to add text to your email and enrich it with data from Propertybase.
Once you have created your letterhead your are ready for Part 2 and create your new
HTML email template.
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