Want to make your emails from Catermonkey more personal? With email templates, you can easily adjust the tone and content of your messages and simplify your communication with customers. In this article, you can read all about how to use these templates.
Where can you find the email templates?
You can find the email templates under Settings (gear icon at the bottom left) > Quote, Email and Brands > Customise email templates
How do you customise an email template?
Customise template name/subject:
You can customise the template name and subject of the email in the top lines.
Automatically change order/financial status:
Once the email has been sent, you can set the order to automatically receive a new status. For example, the default status for quote emails is “quote” and for invoice emails it is “invoiced”.
If you do not want this, leave this field blank.
Editing text:
You can edit an email template by clicking on one of the templates. A text box will appear in which you can type or edit text. You can also insert a variable into the template. These are filled in based on what is specified in the assignment.
Please note! The quotation variables do not work in the email template.
Add attachment
You can add an attachment to an email template by default. These will always be sent along with the email. Think, for example, of general terms and conditions. You can add the attachment by uploading a new file or adding it from your library.
How do you use an email template?
When you send the quotation or invoice to the customer, the corresponding email templates are already set up for you by default.
In the order, you can also compose a new email under Sent items.
At the top, select an email template:
You can still edit the text at the last minute to make the email even more personal.
Do you have any questions about this? Feel free to contact us!
Kind regards,
The Catermonkey Team 🍌