Setup
You will need the following permission in your security group: Can change site configuration settings.
Click here to learn about permissions and security groups.
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.
Advanced settings
Advanced settings
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. For example, to include a specific property address dynamically within the subject line, you can use the following code:
for appt in appointments %} {{appt.task.property.address}} {% endfor %}
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 and then Save.
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] - review FAQs - Document and Email templates for more information on change requests.
If your email templates are customised, they will not be automatically updated if new features or functionalities are released.
How to embed images in email templates
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.