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. 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 %}This snippet populates the subject line or email body with the property address associated with the current appointment.
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.
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] with the following: If you have feedback about the structure or content of any email templates—for instance, updates to phrasing or enhanced formatting—you can also communicate these suggestions to the support team or development lead who can help tailor templates to your needs.
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.
Best Practices for Email Template Management
Test Changes: Always send test emails to verify dynamic fields and ensure templates function correctly.
Maintain Consistency: Ensure the template aligns with your company's branding and communication standards.
Clarify Appointment Details: Include key information such as time, location, and any special instructions clearly in the email.
Use Feedback: Regularly review and incorporate feedback to enhance the clarity and usability of templates.
How to Update Appointment Notification Templates
The appointment notification email template is designed to inform clients about upcoming appointments clearly and effectively. To customise it:
Navigate to your Control Panel > Email templates.
Select “Appointment Notifications” from the list and click Edit. Update the text, use dynamic variables like property addresses if necessary, and ensure it aligns with your branding.
Once updates are complete, always test the email before sending.
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.