Email Templates

Email templates can be found by going to System > Company Preferences drop-down > Email Templates.

From there, choose a template from the dropdown to edit or click the “Add” button to create a new one.

Insert Tag

The insert tag allows for a value to be entered in the email that will change based off of the customer ID, transaction, and etc. To use a tag, select one from the drop down and click the blue link button to insert it into the email. It will be inserted into the email surrounded by brackets e.g. “[TransactionID].

Using an Email Template

When creating an email, a template can be applied by selecting one from the drop down at the top. The “Re-Apply” button can be used to apply the email template again. The “F2” key can be used to open the dropdown, and arrow keys or the digits 1-10 can select a specific template.

Sample Email Templates

Sample 1

A template that can be used to email information about orders and to receive payment via Online Payments and Confirmations.

Your Order [TransactionID] is in progress.

[FullPaymentLink] 

The current ship date is [ShipDate].

Thank you for your business.

[UserSignature]

Sample 2

Email template that can be used to get confirmation from a customer.

We have received your order. 
 
The total amount is [TransactionTotal].
 
[ConfirmationLink]
 
Please confirm the order at your earliest convenience.
 
If there are any problems please reach out.
 
[UserSignature]

Sample 3

Sample shipping information email template to send from an Invoice or Order.

Your order is on the way!

Your order [TransactionID] is ready.

Current Ship Date is [ShipDate]
Address: [ShipToFullAddress] 

If any information is incorrect, please contact us right away.

[UserSignature]