Email Template & System Emails

Watch the tutorial video and read the following text to learn about editing the Default Email Templates. Once the templates have been modified, you can generate the system emails for the account.

Enabling V2.1 Emails

Navigate to Settings > Website Settings > Contacts > Email and check Has V2 Email?

Editing Default Email Templates

Editing the default email templates before creating your system emails would be best.

1. Go to Settings > Templates. 

2. Three default templates will be set up: Default Email, Default System Email - Error, and Default System Email - Success. Click on the template you want to modify. (Modifications will be required for all three templates.)

3. Items that you will want to change on the default email templates are:

• Replace the Header Image default content. This will appear by default for all new emails created using this template, but a different image can be uploaded when editing the email.
• Use template Output to edit the company address, social media links or change HTML. 

You cannot add forms or upload fields to the default email documents. If you want to create a custom email template for marketing or a newsletter, you can create a new one.

Creating Your System Emails

After you set up the default template, you can generate system emails. Since system emails go out automatically, they must be created so that no system errors occur. Follow the steps to create your system emails:

1. Go to Settings > Website Settings > and scroll down until you see the Notification Email field. Please enter the email address the client will use to send and receive their system emails.

2. Go to Settings > Website Settings > Functions > Setup V2.1 Emails. 

3. All system emails will be checked to be set up by default. Vin65 suggests creating all system email documents even if the winery will not use all the features immediately. System emails will only be sent out when triggered by the system action for the feature they are assigned to, so if the winery is not using a feature currently, the system email for that feature will not be sent out.

4. Click save.

Creating Custom Email Templates

After you have set up the System Emails, you can also set up additional email templates for your clients to use for marketing, newsletters, etc. You can make these as custom or as simple as you would like.