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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 fourFive email template options, each used infor a different part of the system.

CRM > Configuration > Email Template

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1: Customers: 

This option is used for Asset Email Out (via WebAvatar)Webatar) and Customer Batch Email Out.

Bulk Email Template Setup
Asset Email out Setup

Key points:

Email templates for Customer mail‑outs and Asset check‑outs are designed, created, and managed in the same location within the system and for email type you will select Customer.
  • AThe singlekey templatedifference between email types is the contact list used for bothdistribution.

    - Asset andmail Batchout emailare communications

  • Any changessent to the templatespecific applystaff tomember bothbeing email types
  • Template content is created and managed byallocated the asset through the Webatar App.

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

2: Suppliers

This option controls emails sent to suppliers.

Email Template Setup

Email templates for KeySupplier points: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 communications

  • Allows wording, tone, and details to be tailored for external recipients
  • Template must be created and maintained by the customer
communication

3: Job Management

This option is used for emails generated through the Job Management process.

Key points:

  • Supports job‑related notifications and updates
  • Template content is customer‑defined
  • Does not affect asset, batch, or supplier templates

4: Job Receive Stock
This option is used when emails are sent during the Job Receive Stock process. For the email to be triggered, stock items must be correctly configured with the appropriate setting enabled.

Stock Item Setup

Key points:

  • Triggered when stock is received against a job
  • Uses its own dedicated template
  • Template content must be set up by the customer

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

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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.


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