Email Templates

To access and edit your email templates, head to Menu > Email > Email Templates

Here, we've included the some basic text email templates of which some are automatically sent based on the action of the Agent or Shipper.

Adding a New Email Template

To add a new email template, select Add New (located on the top right of the email template screen).  A window will popup requesting the name of the email template you are about to create and for what purposes.

Quotes - Cronetic will only display email template for deals in Quote Status
Orders - Cronetic will only display email template for deals in an Order Status
Any - Email template will be available through out any period of the deals life cycle.

Note:
1. All empty email will not be sent out.
2. Special tags for quotes won't work for orders
3. Special tags for orders won't work for quotes

Customizing Email Template

We've included a few standard email templates in text format.  To edit the emails that were included, or a newly created email template, first select the template from the Configure field.

With our WYISWYG email designer, you have the option to edit your templates to send as pure text, or in HTML format. Make your email really stand out by utilizing the Email Codes (found below the email editor) to speak directly to your client with specific details of your deal.  We suggest that you consult your web designer to aid you in creating/editing emails in HTML format. 

Once you're done editing your email template, don't forget to save and test before sending.

Email Codes

Use the following codes in your email text to further customize your emails. They will be replaced with the order-specific information when the email is sent.