Client Services

FAQs

Email Templates

Can I customize my automatic emails (system event emails)?

Yes, you can edit your automatic system emails. To view/edit your system emails, head to Tools > Setup > Templates. We have a tutorial to walk you through this process (below). Also, if you still need help with customizing your templates, please contact our support team.


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Can I add a logo to my automatic email templates?

Most automatic system emails send as text only so that they can be viewed across devices and platforms. Unfortunately text only emails do not allow for logos or other images. If you’d like you are able to add images to your system packets. System packets are grouped together at the top of your templates page on Tools> Setup>Templates.

Can I add an image to my automatic email templates?

Most automatic system emails send as text only so that they can be viewed across devices and platforms. Unfortunately text only emails do not allow for logos or other images. If you’d like you are able to add images to your system packets. System packets are grouped together at the top of your templates page on Tools> Setup>Templates.

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