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Email Template

Where: View > Templates > Email tab

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 PDF template handles the information contained with invoice, purchase or statement that is attached to the email.

In the email template you can use merge fields to include customer information such as name, company or other information contained within the contact data.

Using Email Templates

Preventing email being sent to spam

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.

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. transactions@sample.com

Don't use Email templates for

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?

Yes. You can use merge fields such as {BillingContact.FirstName} to personalise your emails. Please see Merge Fields for details.

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.