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Message template

A message template is used to automatically generate an e-mail message from Profit. You record the default text of the e-mail in the message template.

Content

Video
Description

Message templates contain the general text of an e-mail message to which Profit automatically adds the quotation, invoice, etc. as an attachment.

In Profit, you set up a message template for the following situations:

  • E-mail reports using the Output action (quotation, order, packing slip, invoice, account statement, etc.)
  • Course confirmation
  • Opt-in confirmation

    The opt-in functionality provides support for mass e-mails. This is only legally permitted if the recipient has given consent in advance.

  • Access to the portal
  • Change a forgotten password
  • Workflow action
  • Pay slip, annual statement, report set and education documents
  • Reminder and payment specification

For each type, you can also add multiple message templates, for example a Dutch version and an English version. You can use a (new) English contact profile that you link to your English sales contact to send an English e-mail message with the quotation, etc.

You can personalise your message templates using fields (tags), such as {InvoiceNumber}, {Contact}, etc.

In a message template, you can also set a specific sender that deviates from the general sender in the environment and/or administration properties. For each message template, you can also specify that Profit mentions the sender's e-mail address (work) as sender.

Preparation
Procedure
  • Change a message template

    Reports you e-mail (either as PDF or as e-invoice) are sent with an accompanying e-mail message. You specify how this message looks in the message template.

  • Use fields (tags) in a message template

    You can use different tags in the message templates for e-mailing messages from Profit. An example of a tag is {QuotationNumber}, which you use to retrieve the specific quotation number from the quotation that was automatically attached to the e-mail as a PDF.

  • Add a message template

    A message template is used to automatically generate an e-mail message from Profit. You record the default text of the e-mail in the message template.

  • Set a deviating sender for each message template

    For each message template, you can set a deviating E-mail address sender. For example, you can use the sender address 'salesoffice@company.nl' for the message template of the 'Sales quotation'. Per message template, you can also specify that Profit should send the (work) e-mail address of the sending user as sender.

  • Change the default name of an attachment

    By default, an attachment to an e-mail message gets the name of the message template type, with the extension added to it. For example: ‘Salesquote.pdf’. You can change this yourself, for example by also adding the name of the organisation to the file name using a tag.

  • Link a message template

    Once you have added the message templates, you have to link them to the correct process.

  • Use a message template, for example to issue invoices in bulk

    When you use the E-mail and Output actions to mail reports, you use the message templates.

Also see

Process

E-mail and print

Work area

app