Setup
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How to set the default name and reply-to email
Navigate to Control Panel > Email templates, complete the Default "from" name and Default "reply-to" email fields, the click Save. In addition to basic settings, Uptick supports advanced Reply-To configurations for templates like Purchase Orders and issuance emails. Reply-To addresses can be set using dynamic variables such as #{{ request_user.email }}, which sends replies to the email of the sender, or #{{ branch.email }}, routing responses to branch-specific addresses. This ensures accurate reply destinations for different use cases.
How to create or edit an email template
A full range of email templates is automatically loaded into the workspace, ready to use out of the box.
1. Navigate to Control Panel > Email templates and click + Create to add a new one or Customise or Edit the existing template.
1. Navigate to Control Panel > Email templates and click + Create to add a new one or Customise or Edit the existing template.
Editing templates requires advanced HTML knowledge, and incorrect changes can lead to errors or inconsistencies. Changes to email templates can be performed by the Uptick Professional Services team for an additional fee. To request a quote, please reach out to [email protected] with the following:
The name and the link to the template in the workspace.
Outline of the requirements for the customisation.
A PDF mockup highlighting the requirements. Review FAQs - Document and Email templates for more information on change requests.For simple Reply-To configuration via dynamic variables, advanced HTML knowledge may not be required. Variables like
#{{ request_user.email }}and#{{ branch.email }}can be inserted directly into the Reply-To field within the template editor.
2. Click Save Template.
How to embed images in email templates
1. Navigate to Control Panel > Document templates and scroll down to the Template Images section.
1. Navigate to Control Panel > Document templates and scroll down to the Template Images section.
2. Upload images in the Template Images section, then edit an existing email template to include it.