Add a new email template

To create an email template go to the admin menu and select email templates. The email templates screen will appear. Select the Add a new Email Template option.

 

The following screen appears:

 

 

  • Name: The email template name.
  • From Address: This the email you want the email to be sent from. If the customer wants to reply to the email, this the account the email will be sent to.
  • To Address: This is the address to send the email to. This field support variables. To send the email to the customer email address just type customer in this field.
  • CC Address: Type an email address you want to cc in the email.
  • BCC Address: Type an email address you want to bcc in the email.
  • Subject: The subject of the email. This field also support variables.
  • Body: The body of the email. This field also support variables.
  • Is HTML: Indicates whether to send the email as text or as HTML.
  • Serial Number For Test: For testing purposes, you can type a serial number that already exists in LicenseSpot so you can check how the email will look for the customer. Typing a serial number will simulate what happens when the email is created and how the variables are filled.

 

Click Save or Send Test to test the email.