The system emails that go out to users can be customized on a portal-wide and User Group-wide scale. These system emails include Welcome Emails, Order Confirmation and Shipment emails, and Approval Workflow emails. You can customize the subject and the content of these system emails. HTML can be added to the body of custom emails to customize the appearance.
Benefits to You
- Create a consistent brand appearance for your
clients and the emails their end users receive. - Customize subject, content, and HTML for system
emails. - Link custom email templates to specific portals
or specific User Groups.
How It Works
To create a custom email, go to System > Site > Custom Emails.
- Click Add Email and select the Email Type.
- Enter a name for the custom email. Note, this is
an internal name, not the subject of the email. - Fill the subject field. This will be the subject
line of the email. - Make sure the Active checkbox is checked. You
can unselect this in the future if you wish to keep the template but make it
inactive. - Enter the content of the email into the text
field at the bottom. You can enter plain text here or HTML to craft the look of
the email. - The toolbar above the text field allows you to
preview the email, send a test email, and add tags such as Shipping Address and
User Name to add variable information to the email. - Click Create.
- Click Link Email to choose which portals and
User Groups to link this custom email to.
Custom emails can be edited or deleted via the icons to the right of each email template.
If you have any questions or need support, you can contact our support team at: [email protected]
Find all of our Did You Knows here: Knowledge Library