Contents x
    Managing Email Templates
    • 13 Sep 2022
    • 3 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Managing Email Templates

    • Updated on 13 Sep 2022
    • 3 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Article Summary

    Required permissions

    An employee must be assigned to the Shop with a Power User role or higher to create and edit templates on a Shop Owner level.

    How to manage email templates

    To open the templates list, go to Configuration > Templates > Mail Templates.

    managing-mail-templates

    You can Edit and Copy existing templates, and Add new ones. Delete template by selecting a template row and clicking the Delete button.

    Note:

    The delete operation could not be undone. Please make sure not to delete templates that are used as merge fields.

    You can also search by template name and filter templates by kind and publication status. By default, the filter is set to be all published templates.

    Double click on the template row to open the template for editing in a new tab.
    You can now:

    • Edit the template. Learn more in Creating and Editing Email Templates.
    • Mark the Publish checkbox to make the template available for selection. Or hide system email templates from the normal flow of customer support by unpublishing them.
    • Set an employees group for whom the template will be available for selecting manually.
    • Change a Shop Owner or Shop for which the template will be used.
    Note

    The unpublishing of the template will remove the template from the list of available templates. But if the template was chosen for a particular document generation, it will remain in use.

    How to set up email templates

    You can set document templates on different levels:

    Addressed toMail KindLevelPath
    For Customer (Default)GeneralShopShop details page > Topic menu > Communication > E-mail > E-mail templates
    For Customer (Reply)GeneralShopShop details page > Topic menu > Communication > E-mail > E-mail templates
    For Customer (Forward)GeneralShopShop details page > Topic menu > Communication > E-mail > E-mail templates
    GenericNonCustomerShopShop details page > Topic menu > Communication > E-mail > E-mail templates
    For CustomerOfferShopShop details page > Topic menu > Communication > E-mail > E-mail templates
    For CustomerOrder-Can select manually, use for trigger actions and bulk operations
    For CustomerInvoiceShopShop Details Page > Topic Menu > Financial > Invoice
    For CustomerInvoiceCustomer
    (overrides Shop)    		Customer Details Page > Topic Menu > General Info
    For CustomerCredit InvoiceShopShop Details Page > Topic Menu > Financial > Invoice
    For CustomerInvoice Reminder 1ShopShop Details Page > Topic Menu > Financial > Invoice
    For CustomerInvoice Reminder 2ShopShop Details Page > Topic Menu > Financial > Invoice
    For CustomerInvoice Reminder 3ShopShop Details Page > Topic Menu > Financial > Invoice
    For CustomerPre Expiration Invoice ReminderShopShop Details Page > Topic Menu > Financial > Invoice
    For CustomerAfter Expiration Invoice MailShopShop Details Page > Topic Menu > Financial > Invoice
    For CustomerOrder ShipmentCarrierConfiguration > Transport > Carrier Account Details Page
    For CustomerService Contract-Available for selection on Service Contract Details Page
    For CustomerOrder Return-Can select manually, use for trigger actions and bulk operations
    For SupplierPurchase OrderShop OwnerShop Owner Details Page > Topic Menu > Purchasing
    For SupplierPurchase OrderSupplier
    (overrides Shop Owner)    		Supplier Details Page > Topic Menu > Purchasing
    For Supplier (Dropship)Purchase orderShopShop details page > Topic menu > Communication > E-mail > E-mail templates
    For Supplier (Dropship)Purchase orderSupplier
    (overrides Shop)    		Supplier Details Page > Topic Menu > Dropship
    For SupplierStock Confirm-Available for selection only whithin a specific Stock Confirm module
    What's Next