Tips before starting to create your own document template
We recommend you type the text directly into the editor but if you plan to copy and paste the text, follow the instructions below:
Important: If you plan to copy and paste text into the MagManager editor, it must be plain text that's copied over. DO NOT copy & paste directly from Word as hidden formatting is included (this is visable when viewing in code view).
From a PC - put your text into Notepad and copy it from there into the MagManager Editor
From a MAC - put your text into TextEdit. Click format and choose Make Plain Text. Copy the text from there into the MagManager Editor
Once the text is in the MagManager editor it can be formatted from there.
Steps to create or customise your own document templates
Here you can set up your own email or standard (that is, pdf) document templates, to be saved and used in mailshots.
Step 1 - Go to the main settings page.
Step 2 - Under Admin > Select Document Templates.
Step 3 - Select My Documents tab > Click the green New Document button top-right of the screen.
Step 4 - Select Email Document from the drop-down menu > Choose a context from the drop-down menu (for mailshots use General) > From the Base My Document On drop-down menu, select Create A New Document or select an existing one to modify.
Step 5 - Edit the text as required in the existing document or add text to create your own document.
You can use your own text along with tokens in the way described in how to customise email document templates.
Step 6 - Click Save.
NOTE: In order to track responses you must add the Tracking ID token to the email.
How to add a tracking ID to email document templates
