Old situation
Before version 8.3.9, mailing templates could only be stored under CRM Settings / Correspondence. All templates that can be used from a mailing had to be stored here, whether they were for memberships, registrations, pledges or anything else.
New situation
In the new situation, it is possible to create mailing templates from the section they are intended for, for example 'Courses'. When an HTML template or docx template is created, the 'Mailing template' checkbox is shown.
When this is ticked, the template is shown when the merge template is selected for the mailing.
Can I still convert the mailing templates afterwards?
Yes, you can. Follow the steps below.
| Step 1 | Select the template under CRM Settings / Correspondence in the 'Templates' widget |
| Step 2 |
Change the value 'Mailings' in 'Available for'. In the example, this would become 'Pledges'. The 'Mailing template' checkbox must remain ticked.
|
| Step 3 |
The template is now no longer visible under 'Correspondence', but under 'Fundraising' |