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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 Five email template options, each used for 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 Webatar) and Customer Batch Email Out.

Bulk Email Template Setup
Creating a customer mailing list

At the bottom of the Asset Information page, tick the “Return Date Email” checkbox to activate this mail‑out.

Email templates for Customer mail‑outs and Asset check‑outs are designed, created, and managed in the sameCRM locationModule

within the system and for email type you will select Customer.
  • The key difference between email types is the contact list used for distribution.

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

    - 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 process.and are designed, created, and managed in the CRM Module.

Key points:

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

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

To activate this feature there are a few placed that need to be setup. 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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