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How to manage templates of emails, letters and SMS?

The content of an email, a mail or a SMS includes text and information automatically retrieved through #Hashtag.

The templates are managed in the Settings / Manage collection scenariosLink, then clicking on the desired action.

dunning letter template

To create or modify a template, simply enter text and insert #Hashtag to dynamically retrieve content to which they correspond. For example, if you insert the tag #items_list, a table will appear in the dunning document containing all documents (invoices, credit notes ...) of your customer account.

Statement of items

It is also possible to add links, to format text with colors, bold ...

To view the results of your model, click the « Preview » button.

The #Hashtag are of three types:

  • customer information (business name, adress, legal ID...)

  • Items, amount and statements of account (overdue amount, items list...)

  • Information about your company (logo, late payment penalty rate, bank details...) and yourself (name, email, phone number...)

→ see the #Hashtag list.

You can insert your company logo at the top left of dunning letters. For that, go to My accountLinkthen upload your logo and click on the check box "Display your company's logo in post mail letters".

A single PDF file containing all of the selected dunning letters could be created, which makes it easier to use a mail delivery solution.

It is also possible to insert HTML tags to format your post mails. For example to bold text or amounts, add titles or tables. For a list of HTML tags, search on the internet.

You can insert the logo in emails with tag #my_company_logo.

When you perform the action, you can customize the template and modify its contents, unless the action is automatic. In this case, the model is no longer editable.
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