Email Template Letters

Email Template Letter Setup
Email templates are  set up and maintained by the customer . The system does not provide pre‑configured content. Customers are responsible for creating, updating, and approving all email wording, layout, using the appropriate placeholders . 

 There are  Five email template options , each used for a different part of the system. 

 CRM > Configuration > Email Template 

 

 

 

 1: Customers:  

 This option is used for  Customer Batch Email Out . 

 Bulk Email Template Setup 

 Email templates for Customer mail‑outs  are designed, created, and managed in the CRM Module 

 

 

 Customer mail‑outs uses a customer contact list that can also be customized. 

 

 

 Creating a customer mailing 

 

 

 2: Suppliers 

 This option controls emails sent to suppliers . 

 Email Template Setup 

 Email templates for Supplier mail‑outs  are designed, created, and managed in the same location as customer Emails within the system and for email type you will select Suppliers. 

 Uses a separate template specific to supplier communication 

 

 

 

 3: Job Management 

 This option is used for emails generated through the Job Management and are designed, created, and managed in the  CRM Module . 

 

 

 

 

 

 4: Job Receive Stock 

 This option is used when emails are sent during the Job Receive Stock process.  Job receive Stock email templates are designed, created, and managed in the CRM Module 

 

 For the email to be triggered, stock items must be correctly configured with the appropriate setting enabled. 

 Stock Item Setup 

 

 

 This email is triggered when stock is received against a job 

 

 

 

 

 

 5: Asset Email Out:  

 This option is used for Asset Email Out via the Webatar App 

 Asset Tracker > Configuration > Email Letter Template 

 These emails can be Scheduled as needed for Asset Allocation, Service dates, Return dates etc.  

 Asset Email out Setup Manual 

 

 

 

 Email templates for Asset Actions  are designed, created, and managed within the Asset Module   

 

 

 Asset mail out are sent to the specific staff member being allocated the asset through the Webatar App. 

 

 

 To activate the Mail out for each item the “Return Date Email” checkbox needs to be ticked at bottom of the Asset Information page, tick the “Return Date Email” checkbox to activate this mail‑out.

Email Template Letter Place Holders
Place holders used in Email Template  

   

 Customer Bulk emails 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   

 Supplier Bulk emails 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   

 Manage Job 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   

 Job Receive stock email 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   

 Job Checklist email assign to 

 

 

 

 Assign to employee 

 

 

 

 Job Description 

 

 

 

 Asset Number 

 

 

 

 Asset Name 

 

 

 

 Checklist Number 

 

 

 

 Checklist Description