How do I send emails using a custom email template to my customer?

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Liam P Posted on May 28 2021
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Liam P
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Using the CloudOnex business suite, you can use a custom email template to send emails to your customer.

Go to the customer view page, then select the "Email" tab. Click on the "Choose from Template"

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Now you can choose from your pre-made templates. If you need to add a new template, you can do so from Settings -> Email Templates.

Template Placeholders

PlaceholderValue
{name}
Customer Name
{business_name}
Company Name
{company}
Company Name
{email}
Email
{customer_name}
Customer Name
{client_name}
Customer Name
{client_login_url}
Client Portal URL

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