e-mails

E-mails can be sent manually or automated to notify clients of project updates, shipments, or anything else.

Manual E-mails

A manual e-mail can be sent to a customer anytime from any projectA collection of parts, quantities, materials, job files, client information, and pricing (if applicable). page. Simply click the e-mail button, select a template (if desired), and type away.>

E-mail Templates

E-mail templates can be created for common messages via: Settings > E-mails > + Create Template

Email Fields

When creating or editing an e-mail template, you'll notice a fields button in the bottom right corner. This allows you to insert dynamic fields that will be replaced with the correct information when the e-mail is sent. However over each field and a tooltip will appear with more information about what that field does.

Attachments

You'll also notice an "Attachments" section in the bottom right corner for things like Quotes, Packing Slips, and Invoices. If selected, these will be generated and attached to the e-mail when it is sent.

Automated E-mails

Finally, you'll notice "Automatic Sending" in an option in the bottom left. Use this to trigger an e-mail to be sent automatically when a certain event occurs, such as when a project is completed.

From Addresses

Click the + Add New "From" Address to set up a new e-mail address that can be used as the sender for e-mail.

Critical Note!

After receiving the verification e-mail, you must forward that to support@formfactories.com, just as the prompt requests. Simply click the forward button and send it along.