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Emails

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

Updated over 3 weeks ago

Overview

This guide provides step-by-step instructions on 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 outlined steps to efficiently tailor your email communications.


How to Edit Emails

To edit an items email template sent to users via the dashboard, please follow the below steps:

  1. On the dashboard, navigate to Configuration

  2. Click the Settings dropdown

  3. Click on Emails

  4. Then, click on the part of the email you would like to edit

  5. Click Save in the top right corner


How to Add an Email Tag

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

  1. On the dashboard, navigate to Configuration

  2. Click the Settings dropdown

  3. Then, click on Emails

  4. Click Custom Tags just above the email wording

  5. Select the tag you would like to add, this will automatically be inputted

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