Creating a New Letter Template in ParcVu Online
Last updated 10 days ago
To access this area of the system, the User will need the permissions Allow Access System Sub Menu and Can Maintain Templates
From anywhere in ParcVu Online, go to System Settings > Template Maintenance > Templates
To create a new email template for sending messages to one or multiple customers, follow these steps:
Navigate to Actions
Select New Letter
A screen will open displaying the setup page for creating a new letter template
Enter the Description field (this will be the title of the template).
Open the Category drop‑down menu and select the appropriate category.
Open the Source drop‑down menu and choose the correct source.
The Source determines where the system retrieves the merge fields from. Each template can only use one Source—it's not possible to combine multiple Sources within a single template
You can find out more about what merge fields are available for each source here: Available Merge Fields
Click inside the body of the Letter template to begin composing your letter, and place your cursor where you want to enter text.
Type your content, using the Mail Merge > Insert Merge Field option to insert any fields that need to auto‑populate
If you want to include images, you can copy and paste them directly into the text box or upload them from a saved file
Once you have finished creating your template, select Save
Your template will now be stored in the database and will be available to use when sending communications through an individual customer account or via bulk communications
You can also create a Template outside of ParcVu Online, for example in Word, and uploading this by going to File > Open and finding the document you’d like to upload
