How can I customize automatic emails?
Go to Settings → Preferences and open the Emails tab. Everything there is available on the Launch, Pro and Enterprise plans.
From there you can:
- Preview emails: see how your automatic emails look to your customers.
- Email disclaimer: add small print to the offer email, the accepted offer email and the shipping label email.
- Response time: tell customers when to expect a quote after they ask for a manual quote.
- Next steps: write the numbered instructions shown at the end of each automatic email.
- Reminder schedule: choose the days when customers who haven't answered an offer or haven't shipped get a reminder.
- Social links: add your website, social accounts, email and phone number to the footer of your emails.
Your Display name and Logo, set on the Branding tab, also show up in your emails.
For step-by-step instructions and tips, read Customize automatic emails.
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