Where: Cog Icon > Settings > Email Templates
Saasu provides you with the ability to email invoices, purchases and statements directly to customers and suppliers from within Saasu, without additional email software or plug-ins.
The email template handles the information that is included in the body of the email whereas the Theme Library handles the information contained within the invoice, purchase, statement or payslip that is attached to the email.
Using Email Templates
- BCC your emails to a mailbox you own – Setup a mailbox for your business that can act as a repository containing a copy of all the email you send out. e.g. sales@acme.com
- Separate multiple addresses with a comma – You might cc or bcc two addresses e.g. accounts@acme.com, sales@acme.com.
- Test to see how it looks – Send a dummy email to common email applications.
- Preventing email being sent to spam – Have customers add notifications@post.saasu.com to their friends list in their email applications and/or servers.
- Don’t include too many links in your email – Email servers tend to mark emails with too many links as spam.
- Avoid too many spammy words – Avoid overuse of words like FREE and CHEAP.
- Links should be reputable – If you link to spammy destinations you may get treated as spam also.
- No marketing emails – Don’t send quotes/invoices soliciting business without customer opt-in (unsolicited).
- Any other use other than the intent to deliver an invoice to a contact for the purposes of finalising a pre-agreed transaction.
Does Saasu keep a copy for me?
You can always print/view a copy of an invoice or statement from within Saasu but we don’t provide email storage at this stage. We suggest you BCC everything you send out to your contacts.
Do merge fields work in Email templates?
Not in the current version of Themes Library. If you are on the old version of Saasu Templates with Themes then Merge Fields work. We plan to add merge field support into the New Themes Library late this year.
Can I use a different template when emailing a contact
At present this is only available in Automated Transactions to allow different templates to be used for different groups of contacts you send to. In a later release we will allow you to choose an email template when you go to send a manually created transaction but at present this only uses the Default template.