How to Set Up an Email Template?

IMPORTANT INFO: Email Templates are used for automating your customer communication throughout your rental business cycle. It enables you to give your customers transparency and make them feel well taken care of. You can set up the email templates in different languages. If multiple languages are enabled in the settings, and the customer preferred language template is missing; the default language template will be used as a substitute . However, in the case that a template under the default language AND preferred language is missing, the event will be skipped, and the customer will not receive this email .

Please be careful: if you have created a template BUT it is not finished (empty) it will still be sent out.

To create an email template, follow these steps:

  • Login to your circuly backend and click on Email Templates in the left navigation bar.
  • To create a template, click on “create template” for your desired operational process. You have the option to create a template from scratch or based on the predefined circuly template.
  • To start from scratch click on “blank template”.
  • Now you can write your own template in code (either HTML or CSS). If you want to check how your mail looks, you can always click on the button in the upper right corner to take a look at your preview.

  • When you click on the button on the right side of either the HTML or CSS screen, you can update the preview when you have made changes.
  • Also, you have the option to add variables to your templates, which then will be automatically inserted when the mail is sent out.
  • To open and close the variables, click on the small arrow on the right side.

  • If you would like to open either your HTML window or CSS window in full screen you can click on the icon next to updating your preview.

  • When you are done with editing your template, then click on the button “save changes” in the upper right corner.

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