Custom Communications

Archive Email Template
In order to archive an existing active email template navigate to Settings > Custom Communications and find the email template in the list. Select th...
Wed, 5 Jun, 2019 at 1:45 PM
Assign Email Templates to Products
In order to assign custom email templates to products you must first create at least one email template. Once that is done you can navigate to Settings >...
Wed, 5 Jun, 2019 at 1:45 PM
Create New Email Template
To create a new email template navigate to Settings > Custom Communications. In the upper left corner of the screen is an Add button. Note that this ...
Wed, 5 Jun, 2019 at 1:45 PM
Delete Email Template
Once archived you do have the option to delete an email template that is no longer in use. To delete an existing archived email template navigate to Setting...
Wed, 5 Jun, 2019 at 1:45 PM
Edit Existing Email Template
To edit an existing new email template navigate to Settings > Custom Communications. Find the email you wish to edit in the active list. Note that th...
Wed, 5 Jun, 2019 at 1:45 PM
Email Template Variables
Email variables are text placeholders that allow you to enter dynamic data into your emails for a more personalized feel. These email variables may not alwa...
Wed, 1 May, 2019 at 3:08 PM
Frequently Asked Questions about Email Templates
Does every product need to be assigned to an email template? No, products that are not assigned will not have these additional emails sent for them. If...
Wed, 1 May, 2019 at 3:28 PM
Restore an Archived Email Template
In order to restore an archived active email template navigate to Settings > Custom Communications and find the email template in the list. Select th...
Tue, 11 Jun, 2019 at 9:20 PM
Sample Email Template: Pre-Activity
The following is a sample pre-activity email that would be sent to customers days before an activity was scheduled to be consumed.  You are more than welcom...
Wed, 1 May, 2019 at 3:11 PM
Sample Email Template: Post-Activity
The following is a sample post-activity email that would be sent out days after an activity was consumed. You are welcome to model your emails based off thi...
Wed, 1 May, 2019 at 3:15 PM