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How to add an email template

Version: V3.2.7551
Added on: 11/12/14
Difficulty:
Time: 15 min
Category: Quick Guides

How to add an email template

  1. Are you ready?

    In this tutorial, we are going to learn how to create an email template for cases when an invoice should be sent to a customer. After a template is created, we are going to learn how to assign this template to a merchant.

    We are going to create a new template with the following parameters:

    Merchant: My Second Merchant (Created in Creating a Merchant with Processing Settings tutorial)
    Merchant's Company Name: My Company LLC
    Template Code: Email Invoice
    Subject: Invoice Notification
    Due Date of Payment: 01/01/2019
    Account Balance: $ 10
    Customer Name: John Smith
  2. Text of the email received by the customer should look similar to the screenshot.
  3. Log in to the system using your Username and Password and switch to the Administration => Setup Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  4. Click   Email Templatesbutton in the top right section of the screen.
  5. Locate   Email Template List  groupbox
  6. Click   Addbutton to create new email template.
  7. Locate   Detail  groupbox
  8. Select My Second Merchant in Merchantdropdown
  9. Enter Email Invoice into the Template Codetextbox
  10. Enter Invoice Notification into the Subjecttextbox
  11. Locate   Message  textbox and enter text of the email template.
  12. Click Customer Accountbutton and select First Name and Last Name for customer name.
  13. Click Customer Accountbutton and select Balance for account balance.
  14. Click Payment Planbutton and select Next Billing Date for due date of payment.
  15. Your email template should look similar to the screenshot.
  16. Click   Savebutton
  17. Now, let's learn how to assign a created email template to a merchant.
  18. Switch to the Management => Merchant Perspective.
  19. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  20. Click   Detailsbutton in the top right section of the screen.
  21. Locate     Billing  menu item in the list.
  22. Choose   Emails  menu item  from the list.
  23. Locate   Payment  groupbox
  24. Enter Email Invoice into the Agenttextbox
  25. Click   Savebutton
  26. Congratulations, you are done!

    You know now how to create and assign an email template and can do it by yourself.

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