Setup Email Templates

PayorCRM provides complete flexibility to customize your emails using the email template editor. The following guide covers some of the key steps in customizing your email template:

• Adding a new template

• Adding merge tags to the template

• Adding images, logos, text, and other elements

Adding a new template

Click on "Invoice reminder" on the left pane -> Click on "Email Templates" in the sub-menu

Click on "Add template" button to add a new template

Click on Expand button to open the email template editor in full screen view

Adding merge tags to the template

Email template editor allows you to add dynamic templates that are replaced with auto-generated content before the email is sent.

PayorCRM supports the following dynamic fields

• First name - The first name as defined in your customer data

• Last name - The last name as defined in your customer data

• Invoice list - List of unpaid invoices that are due/overdue will be displayed within the body of the email

• Individual invoice pdf - The unpaid invoices will be attached as individual pdfs along with the email.

• Customer company name - Company name as defined in the Customer list

• Total amount - Total due amount

• Payment buttons - Payment buttons that will help your customer pay you from right within the email .See details here - https://help.payorcrm.com/how-customers-pay.html

• Pay with credit card only button - This merge tag will add the "pay with credit card option" when a reminder email is sent

• Pay with bank account only button - This merge tag will add the "pay with bank account option" when a reminder email is sent

• Login Register button - This merge tag will be replaced with a login register button which your customer can use to sign up / sign in to your customer portal

Please note that the dynamic fields can be added on any part of the email template. To add the above dynamic fields to your email template follow the below steps.

Step 1 - Click on the Open blocks button in top right corner

Step 2 - Expand "Merge tags" section to see the list of merge tags available. Drag and drop the tags to the body of the email template

Adding images, logos, text, and other elements

Before adding an element to the template, ensure that you have a section element added to the template.

The section element serves as a container in which the element (images, logos, text, etc.) resides. Adding a section element makes it easier for you to centre or right-align your content in an email.

Step 1 - To add a section element, click on the 'Open Blocks' button in the top right corner.

Step 2 - Drag and drop the section element into the body of the template.

Step 3 - To add an image or text, drag and drop the image or text element into the previously added section element.