This page guides you through basic modifications of the system email templates.
Modifying System Email Templates
You can find the Jetpack CRM email templates by going to Jetpack CRM > CRM Settings > Mail > Mail Templates, or by hovering over your Gravatar (profile image) at the top right, and going to Settings > Mail > Mail Templates.
Once there, you’ll see the following email templates:
- Your Client Portal: Welcome email sent to the contact after they’ve been added to Jetpack CRM (depending on other settings)
- Your Client Portal Password: Sent to the contact after they reset their password
- You have received an Invoice: Sent to contact when you use the “email invoice” option after creating an invoice
- Your Statement: Sent to the client with all unpaid invoices
- You have received a new Proposal: Sent to the contact when you use the “email quote” option after creating a quote
- Quote Accepted: Sent to you after a contact accepts a quote
- Your Event starts soon: Sent to your, or your CRM team member, before a scheduled task starts
Click on the mail template you want to edit. You should now see a screen where you can make your changes.
Active or Inactive
Click “Active” or “Inactive” at the top right, to set your desired status of the mail template. Mail templates with an inactive status will not be used.
This is the subject line of the email. You can edit it to say whatever you’d like.
The default mail delivery method from Jetpack CRM > CRM Settings > Mail > Mail Delivery will be shown.
If you want to use a different mail delivery method for this particular mail template, you can select it here. The mail delivery method must have already been created in Jetpack CRM.
Any email address(es) entered here will get copied on all emails sent out with this template. This can be useful if you have an overseeing admin or like working from your inbox.
Here, you can edit the body of the email.
Note: We recommend copying and pasting the original email content into a text editor before making changes, so that you can easily get the original email template back, if needed.
You can enter any HTML you’d like. You can also add placeholders by clicking “Insert Placeholder” and selecting the placeholder you want to insert, or by manually typing in a placeholder.
This content editing is fairly intuitive, and anyone familiar with HTML will have no issue writing business-appropriate content for each of these emails.
Previewing and Testing
Once you’ve made all your edits, click the “Preview” button to see a preview of how the email will look.
You can also click the “Send Test” button to send a sample email to your site’s default admin email address.
Click the “Save” button to save your changes.
As soon as you hit “Save”, all emails of this type will be sent with this template. So be sure to make use of the preview and test features to ensure everything is set up correctly before saving.
You may also want to see our documentation on Canned Replies and Email Templates.