Personalized & Automated Customer Communication

Customize Email Template Preferences

Manage more than 20 distinct email templates, such as Event Reminder, New Quote, Customer Welcome, and Thank You
Toggle appropriate emails to send automatically on a set schedule (i.e., 3 days before event)
Customize the subject line and note associated with each email
Use order-specific variables to personalize the subject line and/or body of emails
Create an unlimited number of custom email templates, each with your preferred subject and body copy and order-specific variables – that can easily be used on orders
Set a preferred ‘from’ address and ‘reply to’ address for emails sent by the system, including automatically using the email address of the signed in team member as ‘reply to’
See sample emails
Specify whether to cc your business email
Opt to have emails sent from the signed in employee (rather than the business) and cc’ed to that person
Toggle to include or exclude inventory photos in emails

Upload a logo to include on emails
Specify a color for emails using color slider, HEX code or RGB code
Customize email footers with your preferred headline, subhead, button text, and link

Select email type from 9 standard email types and any custom emails
Select email type: summary, quote, invoice, payment reminder, receipt, or proposal
Choose all or some recipients associated with the order, including customers and team members
Send emails with or without payment links
Write and style emails (bold, underline, bullet, etc.) and include links
Attach PDFs of the invoice, proposal, and/or order agreement
Include any other documents
Allow customer to see emails in their browser if they prefer
Remove order periods (i.e., ‘per day’) from customer communications (email, Storefront, and Marketplace)
See full email history, including from, to, send date, and open status
Update how automated emails are sent on a per order basis