About Stationery

Use stationery to change elements of a trigger event response email, such as the header and footer or a graphic element, without touching the content of the email itself. Stationery is used solely with trigger events. Stationery is especially useful when you want to change the theme of a response email for events or holidays without editing the email content itself.

Note: Stationery formats are not available as templates in email communications.

Features and Fields

Select Email > Stationery to access the Stationery page, that includes the following features:

  • The Create > New Stationery option, that creates a new stationery and initiates the Edit a Stationery wizard.
  • The trigger events stationery panel, that includes a complete list of existing stationery. Each row in this list represents a stationery definition and displays a few key fields in columns. Click a column heading to sort all of the stationery definitions in the list by that field.

The following fields are displayed:

Name
The name of the stationery as defined by the most recent update. The name is a hyperlink to the stationery record, and opens the record in the Edit a Stationery wizard.
If a stationery name is displayed in gray letters and the stationery record does not open in the Edit a Stationery wizard when you click it, this stationery is "live". Live status means that a stationery is currently associated with an enabled trigger event response email. You cannot work on stationery in live status; you can either clone it and work on the cloned stationery, or you can disable all trigger events with response emails that use this stationery. Disabling all such trigger events changes the stationery status to "assigned" and you can then edit the stationery. To use the modified stationery, you must reenable the trigger events to use the modified stationery. If you edit a clone, you can assign it to the trigger event response email without disabling the trigger event.
Status
You can see the current status of a stationery definition.
Live
Indicates that the stationery is assigned to a trigger event response email and is currently being used.
Assigned
Indicates that the stationery is currently assigned to a trigger event response email.
Unassigned
Indicates that the stationery is not currently assigned to a trigger event response email.
Last update
The date and time stamp applied and maintained by CRMS to indicate when each stationery definition was last updated.
Preview
Displays a preview of the stationery.
Clone
Use the clone option to create a duplicate of a stationery record. The cloned copy of a stationery duplicates all of the data in the original, with certain exceptions.

The clone of a stationery record named "XXX" is automatically renamed "Copy of XXX". If you make a clone of "Copy of XXX", it is named "Copy of Copy of XXX"

The status is "Unasssigned".

The Last Update field reflects the date and time when the new clone was created.

Delete
Deletes the stationery.