Email templates in ABACUS are triggered by certain customer actions, such as when a customer makes a reservation, receives an invoice, or purchases a gift card online. You can customize these email templates to better reflect your business’s tone and style. Here’s a guide on how to view and edit email templates directly from the backend.
Edit Email Templates
Access the Email Templates Page:
Go to Configuration > Email Templates in the backend.
Create Default Templates (If Needed):
If you do not already have email templates, click Create Default Template Emails, then select Add Missing Templates to generate the standard templates.
3. Select the Email Template to Edit:
Click the pencil icon next to the email template you want to edit.
Editable Email Template Fields
Depending on the type of email, the following fields can be customized:
Sender: The email address from which the email will be sent. Make sure this is set to a valid, recognizable email associated with your business.
Sender Name: The name that will appear alongside your email address when it arrives in the recipient’s inbox.
CC: Optionally, you can CC (Carbon Copy) yourself or other team members to receive a copy of the email every time it’s sent.
Subject: The subject line of the email. Customize this to reflect the nature of the communication (e.g., “Thank you for your reservation!”).
Email Body: This is the main content of the email. You can edit the message to include your branding, additional instructions, or any personalized content. Note: Some email types may not allow editing of the email body, but other fields, such as the sender information, will still be editable.
Description: This is the internal description of the email template in the Email Templates table, indicating the purpose of the email (e.g., "Reservation Confirmation" or "Gift Card Purchase"). This field is useful for organizing and identifying your templates.