How do I Create Email Templates in the Orders App?

Updated on August 30, 2017 02:21AM by Admin

The Email Templates are nothing but pre-organized message layouts that can be used at the time of sending out emails, giving a professional look. Besides providing some standard default templates, the Orders App also allows the user to customize email templates according to your business requirements.

For instance: Consider a sales manager, who wants to send a thank you email to all the customers who have placed an order for their items/services. In that case, creating email templates would be of primary help as the sales manager can just pick the layout, include required messages and send emails quickly, thus saving time and energy.

Steps to Create Email Templates

  1. Go to the Orders App.
  2. Click on “More (...)” -> “Settings” -> “Email” -> “Email Templates”.
    create order email template
  3. Click on “Create” and specify:
    • Template - Name of the template.
    • Subject - Subject of the template.
    • Message - Message of the template.
    • Insert Attributes - This special feature, allows you to insert the default attributes found in the orders app. These are the attributes which are standard and also customized based on your requirement.
    • Available for Compose Email - Sliding the toggle ON, will make this template as the default one when composing emails.
    • Available for Notes - Sliding the toggle ON, will make this template available when creating notes.
      email templates orders
  4. Click on “Create”.
  5. Once created, you can update the email template by clicking on “Edit” icon. Also, you can delete it using “Delete” icon, if needed.
    email templates created

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