How to do "mail-merge"

To perform “mail-merge” of your outgoing e-mails do the following:

1. Define a notification representing the e-mail – see the “Sending Outgoing E-mail” section, How to configure the system to send e-mails
2. Provide the initial values to the Message and Subject attributes of the e-mail notification to include the body and subject of your e-mail respectively (see the “Common Properties” section). Use tags inside the initialization text for those parts of the body and/or subject that will be “mail merged”. Aware IM will replace the tags with the appropriate values when the e-mail is sent. Below is an example of the initialization text for the Message attribute:

Dear <<Policy.Holder.Name>>,
 
Your policy is about to expire on <<Policy.ExpiryDate>>