Follow

Manage Email Templates

Manage Email Templates

Add, edit or delete email templates for different types of emails that you send from EMAC.

In this article:

About Email Templates
Creating New Email Templates
Editing Email Templates
Delete Email Templates
Default an Email Template
What is a Placeholder?

About Email Templates

You can create multiple email templates for each template type, for your business. Template types are:

  • Invoice
  • Purchase orders
  • Quote
  • Supplier quote (Premium account only)
  • Job card
  • Service report

Default email templates are already set up for you, for each email template type. You can identify them in the Email Settings by their name 'Basic'.

Default email templates, and ones you add, contain pre-filled:

  • Subjects
  • Message text
  • Placeholders

You can edit email templates created for you by EMAC, and also add your own.

 Go to Top

Creating New Email Templates

1. From the header select the  icon.
2. Select the Email icon.
3. On the right side of Templates, select Edit.

4. Select + Add email template


5. Select the template type from the Type field drop down.

6. Add template name to the Name field.

7. Add email title and content. You can also choose to add placeholders to the email title and content. 

 Go to Top

Editing Email Templates

 

1. From the header select the  icon.
2. Select the Email icon.
3. On the right side of Templates, select Edit.

4. Select the template name that you want to edit.

5. Carry out any changes or alterations to the template fields.
6. Select the Save button.

 Go to Top

Delete an Email Template

1. From the header select the  icon.
2. Select the Email icon.
3. On the right side of Templates, select Edit.

4. Select the template name that you want to delete.

5. Select Delete Template.

6. Confirm.

 Go to Top

Default Email Templates

  • For each email template type there is always a default template.
  • Only one default template can be selected for each template type.
  • The default template is the template that will appear when sending an email for any type of email.

For example: If you select the Email button to email a purchase order the default purchase template will appear in the email content.

Go to Top

 

What is a Placeholder?

 

Placeholders are named markers for the content that you send in an email. Placeholders have square brackets around them. For example: [Supplier Name].

Insert placeholders into the subject and message by selecting from the placeholder list. You can also type them in, but you'll need to enter square brackets around the placeholder name. For example: [Trading Name].
Note: EMAC will insert the placeholder into the template wherever your cursor is.

 

Go to Top

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Powered by Zendesk