How do I format the email subject and body?

Set up the email subject and body.

Format the text that will display in the email subject and body. You can add variables to add account information, balance, amounts, dates, and so on to the email. Connect will use the account owner's information to populate the variables.

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How do I format the email subject and body?
1. Setting up the email subject
1. Setting up the email body
1. Using variables to format the email subject and body

Setting up the email subject

1. Open Connect Community Development > Organization > Organization.

2. Click to select the Emails tab.

3. Click to select the Templates subtab.

4. Use the field titled Subject to enter the text that displays in the email body.

Setting up the email body

1. Open Connect Community Development > Organization > Organization.

2. Click to select the Emails tab.

3. Click to select the Templates subtab.

4. Use the field titled Body to enter the text that displays in the email body.

Using variables to format the email subject and body

1. Open Connect Community Development > Organization > Organization.

2. Click to select the Emails tab.

3. Click to select the Templates subtab.

4. Click Modify.

The form displays the formatting controls for the email subject or email body, depending on the Modify button that you selected

5. Use the field titled Message to place the cursor in the location where you want to insert the variable.

6. Use the Variables List at the bottom to find the variable name, and then double-click it to insert it.

Here's the variables list with the value that will be inserted.

Variable Name	Insert Value	Explanation
Appointment Date	{AppointmentDate}	Show the appointment date as MM/DD/YYYY.
Appointment Time	{AppointmentTime}	Insert the appointment time as HH:MM AM/PM.
Assigned To	{AssignedTo}	Insert the user name or approval group name that is assigned to approve the item.
Image	{Image(filepath)}	Insert an image, such as the organization's logo, for example, into the email content.
Item Description	{ItemDescription}	Insert the description of the item.
Item Number	{ItemNumber}	Insert the reference number that is assigned to the item.
Item Type	{ItemType}	Insert the item type.
Location	{Location}	Insert the property address or project name if the property address is not available.
Name	{Name}	Print [First Name] [Last Name].
System Date	{SystemDate}	Insert the system date as MM/DD/YYYY.

The variable displays in the text flow of the Message field.

7. Click OK.