Add or Amend a Template in ParcVu Online

The Templates function in ParcVu Online has been enhanced based off user feedback to provide a much simpler user experience. The Online version has additional functions over what was offered in the Desktop version, including some frequently-requested features such as the ability to attach files to emails!

From anywhere in ParcVu Online, go to System Settings > Template Maintenance > Templates

Editing an Existing Template in ParcVu Online

Find the Template you need to update using the available filters or searching for the Template by name

Click into the required template, make the changes and press Save once finished

Creating a New Email Template in ParcVu Online

To create a new email template for sending messages to one or multiple customers, follow these steps:

1. Navigate to Actions

2. Select New Email

A screen will open displaying the setup page for creating a new email template.

• Enter the Subject 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.

• Use the Park drop‑down menu to specify whether the template should apply to a particular park or be available for all parks.

Click inside the body of the email template to begin composing your message, and place your cursor where you want to enter text.

Type your content, using the 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, upload them from a saved file, or insert them using HTML.

You can also add a hyperlink if required.

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.