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.
Navigate to Control Panel > Email templates, complete the Default "from" name and Default "reply-to" email fields, the click Save.
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.
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.