Use a Letter Manager template in a newsletter
Copy the selected Letter Manager template subject and body into the newsletter composer.
Exact navigationAdmin Area → Letter Manager → Email Marketing / Newsletter → Predefined Templates
Before you begin
- Use an authorised account and confirm the source CRM record or setting is correct.
- Follow the exact route shown above; do not force database values to imitate a completed action.
What this guide covers
Copy the selected Letter Manager template subject and body into the newsletter composer. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Open the Predefined Templates list.
- Choose the required Letter Manager template.
- Confirm the Newsletter Subject is populated.
- Confirm the Newsletter Email Body is populated and review it before sending.
Fields, choices and supported possibilities
Action scopeCopy the selected Letter Manager template subject and body into the newsletter composer.
Module version1.0.0
NavigationAdmin Area → Letter Manager → Email Marketing / Newsletter → Predefined Templates
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- The module copies data-subject and data-letter-body from the existing Letter Manager template option.
Expected result and verification
- The requested record, output or setting is created or updated through the supported module flow.
- Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
- An error message is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
- Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
- Test configuration changes with controlled records before production-wide use.
- Retain or delete evidence only under an authorised retention process.