Settings Email Templates
This article helps the user to create Email templates which can be used while sending Quotation, Order Confirmation, Invoice, order report, Worksheet.
You can also create email templates here for sending Automatic email updates to customer on Appointments, Product ready, installation etc.
First go to Settings --> Email Templates
Once you get in below page appears with few standard Email template already in place - You can either Edit this or create a new template.
This page enables you to create email templates for customer communications. The page essentially displays all the different existing email templates you have setup and how the email subject and report is to be saved. Reports are attached as .pdf documents.
The saving options allow users to set a predefined way to save the subject of the email and to preset the file name of the pdf report.
- Users should click on the ‘New Template’ button on the top-right corner of the page if they wish to create a new email report template.
- If they wish to delete an existing template, they must first click on the Select box beside the template and then on the ‘Delete’ option on the top-left corner of the page.
- To edit a particular report template, all they have to do is click on it. This will open up a new tab from where they can make changes to the existing templates. Once they are done making the necessary changes, users must click on the ‘Save’ button on the top-right corner of the page.
- If users wish to add a new email or edit the mailing parameters, they may do so by clicking on the ‘Email Settings’ button on the top-right corner of the page. To add new emails and settings, users must click on the ‘+’ icon on this new window.
- Once they are done making the required changes to the report templates, users must click on the ‘Save’ button on the bottom-right corner of the page.
Example: Below is quotation template
Mail Merge option - You select and merge so that information picks automatically from order - if you see Hi {First Name} so it automatically take customer first name from the order details. Next you can update the body of email and then you can also merge staff name, number, email address as well -
To add company logo at the bottom of signature you can click on the image icon to add logo.
The various options for saving the Report subject and filename are as follows;
- Company/Surname, First Name
- Customer Reference
- Account Reference
- Reference Number
- Organisation Name
- Report Name
- Invoice-Number
- Report Generated Date
- Email Template Subject Line
This way you can create many templates as you wish and automate your email process. Hope this article helps, for any further assistance please feel free to reach our support team.
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