Email Template Letter Setup

Email templates are set up and maintained by the customer. Customers are responsible for creating, updating, and maintain the layout, using the appropriate placeholders.

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

CRM > Configuration > Email Template

Four of the templates can be found In the CRM module. Here you can add, edit, and view all existing templates for Customers, Suppliers, Job Management, and Job Receive Stock.

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.

3: Job Management

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

Job Manage Letter Setup

Key points:

There are two places in Manage job that templates can be pulled through
- Notes
- Info
Templates must be set up in the CRM Module to appear in the drop-down menu on the Jobs Module so they can be selected and added to a job.

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
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

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.