Customizing Emails

Emails templates can be customized via the Admin ID. To access this feature:

  • Login via the Admin ID
  • Click on Emails Setup on the top menu

Types of Emails

  • System Emails: System emails go out to a user based on action
  • Service Based Emails: Service based emails go out to a based on a time or an event

De-activating an Email

  • Login via the Admin ID
  • Click on Emails Setup on the top menu
  • Select the Email from the -Select Email- drop down
  • Check on the Deactivate Email Checkbox
  • Press the Save Changes Button

Allowing Users to Unsubscribe from an Email

  • Login via the Admin ID
  • Click on Emails Setup on the top menu
  • Select the Email from the -Select Email- drop down
  • Check on the Allow Unsubscribe Checkbox
  • Press the Save Changes Button

All emails that have the Allow Unsubscribe checked shall have an Unsubscribe option for Users.

Editing Emails

  • Login via the Admin ID
  • Click on Emails Setup on the top menu
  • Select the Email from the -Select Email- drop down
  • You can edit From Email Name, Email Subject and Email Body
  • Press the Save Changes Button

Getting a Copy of an Email

If you wish to be copied when a certain Email goes out to Users

  • Login via the Admin ID
  • Click on Emails Setup on the top menu
  • Select the Email from the -Select Email- drop down
  • In the CC Emails field simply enter e-mail address or e-mail addresses separated by ;
  • Press the Save Changes Button