Organization Admins in Maxwell have access to create FlexLetter templates. If you need an introduction to FlexLetters, read this article: How to Create FlexLetters.
Here are the steps:
- From your dashboard, click your name in the upper right & choose Org Templates. Scroll down until you see the section for FlexLetters.
- Click New Template & give your template a name.
- Configure the template by choosing what info you want in the header & footer, along with the body of the letter.
- If you type an { (open curly brace) you'll see a list of substitution fields that can be used when generating a new FlexLetter. You can use as many of these substitution fields as you'd like.
- If you type an { (open curly brace) you'll see a list of substitution fields that can be used when generating a new FlexLetter. You can use as many of these substitution fields as you'd like.
- Save your FlexLetter template when you're done--but wait, you aren't done yet. You still have to deploy your template changes.
- Click "Back to Template Manager" in the upper left. Scroll down to the FlexLetters section.
- Notice that your FlexLetter status is "Changes Pending." Click the "Submit Template Changes" button & your template will be available for use.