You can create pre-defined message templates to insert into emails. Use this feature to store messages that you regularly send to customers, for example, your terms and conditions.
⚠️Important: To make these changes, you need to be an admin and have access to all sites.
All sites
Create an email template
If you have multiple sites and want the same templates to apply to all your sites, follow the steps below:
Click Settings, then click Organisation.
Click Emails and scroll to Email Messages.
Click Add Another.
Name your template and enter the text you want in the message box.
Click Save.
📌Note: When writing an email, you can select your template from the Templates list and insert it directly into the body of the email.
Create an attachment template
You can upload your menus and pictures into an attachment bank, allowing you to quickly add the attachment to an email by following the steps below:
Click Settings, then click Organisation.
Click Emails and scroll to Email Attachments.
Click Add Another.
Name and upload the attachment.
Click Save.
Individual sites
Create an email template
To set email messages per site, follow the steps below:
Click Settings, then Sites and select the site.
Click Email & Texts.
In Email Messages, click Use custom email messages.
Click Add Another.
Name your template and enter the text you want in the message box.
Click Save.
Create an attachment template
You can upload menus and pictures by following the steps below:
Click Settings, Sites, and select the site.
From the menu, click Email & Texts.
In Email Attachments, click Use custom email attachments.
Click Add Another.
Name and upload the attachment.
Click Save.