An Email Template allows you speed up the process of sending Invoices, Statements or Purchase Orders to your contacts by providing pre-filled email content that you have setup.

Email templates are created in the Settings area (top menu). From there choose Sales or Purchases and then click on the Email Template Settings link.

What can I do with Email Templates?

• Use ‘;’ to separate multiple addresses, e.g. accounts@acme.com;sales@acme.com.
• Make it a default template to have the email form prefilled for you automatically with these values when you email your invoice, statement or payslip.

Test your Email

Test you email looks good in common email applications such as Outlook, Thunderbird, Gmail, Hotmail and Yahoo mail. This will let you experience it from your customer perspective.

Preventing your email being caught by spam filters

A few simple things will help prevent your email being treated as spam in most cases. We obviously can’t control this happening. It will happen in some cases.

• Have customers add you to their friends list in their email applications and/or servers.
• Don’t include too many links in your email
• Make sure your subject and content avoids too many spam like words. Multiple uses of FREE, CHEAP etc
• Make sure links included are to reputable destinations
• Having the sender email address the same as the sender name can help. e.g. the email address service@saasu.com has the name Saasu Service on our emails.

BCC 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. transactions@sample.com

What not to use Email templates for

• Marketing by sending quotes/invoices soliciting business that has not already had a customer opt-in to buy a product or service from you.
• Any other use other than the intent to deliver an invoice to a contact for the purposes of finalising a pre-agreed transaction.

FAQ’s

Can I send to multiple email addresses?
Not in the current release sorry.

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 field work in Email templates?
No merge field scan only be used in Invoice/Statement PDF templates at this stage.

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.