Email Templates Configuration Guide

Accessing Email Templates

1. Open OKICRM Software:

   • Launch your web browser.
   • Navigate to the OKICRM Software URL: yourcompany.okicrm.app.
   • Log in with your user credentials.

2. Navigate to Email Templates:

   • In the left sidebar, scroll down and click on Settings.
   • Under App Settings, click on Email templates.

Configuring Email Templates

1. Select Template Category:

   • Once in the Email templates section, you will see various categories on the left panel. These categories include:
     • Account
     • Project
     • Invoice
     • Estimate
     • Order
     • Ticket
     • Message
     • Common

2. Choose a Template to Edit:

   • Click on the desired category to expand it.
   • For example, if you want to edit an invoice email template, click on Invoice.

3. Edit the Template:

   • After selecting a template category, a list of specific templates under that category will be displayed.
   • Select the specific template you want to edit.
   • The template editor will open on the right side of the screen.

4. Modify Template Content:

   • In the template editor, you can customize the email content as needed.
   • Use the editor to add or modify text, insert placeholders, and format the content.
   • Ensure that the template includes all necessary information and maintains a professional tone.

5. Save Changes:

   • After making the necessary modifications, click the Save button at the bottom of the editor to apply the changes to the template.

6. Test the Template:

   • It is advisable to test the modified template to ensure it works correctly.
   • Send a test email to verify the appearance and functionality of the template.

Additional Tips

• Placeholder Usage:

  • Use placeholders to dynamically insert information such as customer names, project details, and order numbers.
  • Ensure placeholders are correctly formatted to avoid errors.

• Consistency:

  • Maintain consistency in the design and language across different email templates to ensure a cohesive brand image.

• Review and Update:

  • Periodically review and update email templates to keep the content relevant and up-to-date with any changes in company policies or branding.