Configure emails sent to customers

There are 2 email templates, you can select one of them:

  • Basic template: Configure the email template with available options

  • Advance template: Manually edit the email content

If you select Basic template > click Save, the basic template will be applied to emails.

Basic email template

1. In the app admin page, click Advanced settings > Email notification and Mail notifications

2. Click on the Email icon > Select Auto response email section > Choose Basic template

3. On the right side, there are sections to configure the email content. Click on each of it to set up

Details of each section:

1. General

In this session, you can set up the following parts:

  • Layout: Select a proper email template you want

  • Subject: A title to let the customers identify the quote notififcation

  • Attach PDF file: tick to this checkbox if you want to attach the quote as a PDF file in your email.

2. Header email content

  • Enter the Store name and Store link fields

  • Click Upload photo to add the logo of the store

  • Edit the Description part: You can use the available email placeholders in your email

3. Product information

Tick to the checkbox of the available information you want to show in your email. They are:

  • Product image

  • Product Vendor

  • Product SKU

  • Product Options

  • Product Quantity

  • Product Price

  • Product Total price

4. Additional information

Tick to checkbox to select the formbuilder fields you want to show in your email:

5. Footer email content

Edit the footer content as you want by using available email placeholders:

6. Color and font

  • Drag and drop to adjust the Font size

  • Click to choose the Text color and the Heading color you want

Advanced email template

1. From the Email setting page > Choose Advance template

2. Manually edit email template content on the right

4. Click Show variants > copy variables and add them to the email template

For example:

I want to show the customer name who has submitted the quote. In the image below, you can see variable {!! $name !!}: First name in the Email placeholders list.

In the Subject field and Body field, I use {!! $name !!} variable, this variable will be replaced with the name of the customer who has submitted your quote.

5. Custom CSS codes: Put custom CSS codes for the email content (optional)

6. Save template

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