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Emails

Learn more about the different ways to set up and manage your emails

Updated this week

Overview

This article provides step-by-step instructions for managing email templates within the dashboard. You can edit email templates to customise the content, preview emails before sending, and reset individual or all email templates to their default settings. Enhance email personalisation by adding custom tags. Follow the steps outlined to efficiently tailor your email communications.


How to Edit Emails

To edit an item's email template sent to users via the dashboard, follow the steps below:

  1. On the dashboard, navigate to Configuration > Settings

  2. Select Emails

  3. Click on the section of the email you wish to edit

  4. Click Save in the top right corner


How to add personalised email tag

To add an email tag via the dashboard, follow these steps:

  1. On the dashboard, navigate to Configuration > Settings

  2. Select Emails

  3. Click Custom Tags just above the email content

  4. Select the tag you wish to add and it will automatically be inserted

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