How to add drop down fields to mail templates

Adding drop-down fields to mailers

How to add drop down fields to mail templates

Mail templates create efficiencies for your users by giving them access to pre-approved mailers and content to use when creating new emails or replying to existing emails. Additional efficiency is created when providing fields for users to complete.

Mail templates take the form of content inserts, and make use of Microsoft Word Bookmarks.

Before getting started, ensure you have optimized your Microsoft Word settings to work with mail templates.

STEP 1: Highlight bookmark text

Open up your mail template (the word document) and highlight the text where you would like the bookmark to be inserted (this is the text which users will be able to fill in when using the mailer). 

Tip: Use the search function and type bookmark to call up the insert bookmark function



STEP 2: Insert bookmark

Click insert bookmark and give your bookmark a name. This is the name that will appear in the BrandMail drop down. Remember that Word bookmarks do not accept spaces, so underscores are a good alternative to separate words. Click Add. 





STEP 3: Upload mailer and test

Upload your mailer to the desired toolbar. Synchronize your toolbar and test. Also see working with existing mailers. 

The new bookmark now allows users to fill in the required content prior to dropping the mailer into the email. You can add multiple bookmarks. Each bookmark is then individually selected and completed in the drop-down menu. 



 You can add multiple bookmarks. Each bookmark is then individually selected and completed in the drop-down menu prior to insert the mailer into Outlook. 





    • Related Articles

    • Create a mailer using an existing mail template

      How to create new mailers using existing mail headers and mail templates STEP 1: Edit mailer header artwork Locate your mailer header on the relevant toolbar and edit the text as required. STEP 2: Download header image Download your updated header ...

    • Working with BrandMail Mail templates

      Getting the most out of BrandMail mail templates Before getting started with mail templates, it is useful to ensure your Microsoft Word settings are optimised for the creation of mail templates. Here are some settings to check before getting started. ...

    • Template bookmarks

      About template bookmarks Template bookmarks create great operational efficiency and ensure consistent use content across all documents generated by your organisation. They also reduce operational risks associated with content not being updated ...

    • Adding Documents to BrandOffice Toolbars

      As an administrator you can add the following types of documents to toolbars:  Word, Excel, PPT Templates Word Inserts (content) PPT slides Chart Templates Stock Data Chart Template PDF BrandArt Image URL  Add Word, Excel, PPT Templates When adding ...

    • Two-column mail template for BrandMail

      Create a BrandMail mail template with two columns Learn how to create a two-column email template for Outlook using BrandOffice in Microsoft Word.