How to configure Email Templates for automated communication

Follow the step-by-step instructions below to set up your email templates:

1. In the menu on the left, select Communications and click Settings.
2. Go to the Email Templates tab.
3. Choose the default language for emails. You can add new languages to the system and select them from the drop-down list.
4. Select the appropriate salutation template from the drop-down list.



5. Modify the Greeting text in all languages if necessary.
6. Click the Save button.



7. In the Accommodation block, click on the template you want to work with.
8. Make all necessary corrections in the Mail Subject, Information, and To-Do fields.
9. In some templates, you can attach a document from your device or enable a toggle for extra settings when necessary.
10. Click Save to apply changes in a template.
11. Click the Preview button to check the display of the template interface. View the email interface in the opened tab.

You can easily set up the remaining email templates by following these steps. If you want to personalize further your emails, such as adding a logo or changing background colors, be sure to visit the Email Customization tab.