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Add > create string field for template name
Edit Subject
Edit Body (must have some placeholder text to be saved)
Edit Query (optional)
Rename > edit string field for template name
Delete
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After those tables are processed and the Query tags have been replaced, the query will be run and tags can be used to pull information from the query using <Query.FieldName> (Example: <Query.ProjectManager>)
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Example:
Create an email template called “Bid Submission” or something similar
Edit the Subject and add the following:
Edit the Body and add the following: