Email design allows you to customize and personalize the emails you send to your customers when sharing documents via email. With iCount’s HTML code feature, you can update the email’s content and appearance in two simple steps.
Step 1:
Before we can enable the option for personalized email designs, we need to update the personalization settings. Make sure to include variables like the recipient’s name, the document link, and any free text you want to add. Additionally, don’t forget to include a variable for the sender’s name.
For example, if you want to send an email to your customers with the following text:
“Hello customer name,
Click the link below to access the requested document.
document link
Best regards, Management”
We need to upload the following HTML design:
“Hello {name},
Click the link below to access the requested document.
{link}
Best regards, Management”
The system will replace the variables {name} and {link} with the customer’s name and the relevant document link, respectively. So, it’s crucial to always include the {link} variable in the body of our messages.
Step 2:
To activate the personalized email design feature, go to “Settings -> Email -> Design” in the main menu and check the box next to “Use Personalized Email Design.” The system will enable this option only if you’ve completed the form on the “HTML Email Design” page.
Below is a basic HTML code example that includes all the necessary variables for body text:
Full List of Variables:
{name} – Variable to be replaced with the recipient’s name
{freetext} – Variable to be replaced with any free text (if provided)
{time_now} – Variable to be replaced with the current time
{date_now} – Variable to be replaced with the current date
{year_now} – Variable to be replaced with the current year
{my_company_name} – Variable to be replaced with your company’s name as defined in the system
{my_logo} – Variable to be replaced with your logo image
{link} – Variable to be replaced with a ready-to-use HTML link
{clean_link} – Variable to be replaced with a clean link to the document
{pdf_link} – Variable to be replaced with a direct link to the PDF (not recommended, use either clean_link or link)
{doctype} – Variable to be replaced with the document type, e.g., “Invoice” or “Receipt”
{docnum} – Variable to be replaced with the document number
{sender_name} – Variable to be replaced with the sender’s name (taken directly from the sender’s profile settings) {cc_pay_link} – HTML variable to be replaced with a link for direct credit card payment (for those with credit card terminals and who enable the “Enable Credit Card Payment” function on the invoice or sales receipt)
{clean_cc_pay_link} – Variable to be replaced with a clean link for direct credit card payment (for those with credit card terminals and who enable the “Enable Credit Card Payment” function on the invoice or sales receipt)
{portal_link_clean} – Variable to be replaced with a link to the customer portal (if CRM and customer portal are activated).
By using these variables, you can effortlessly create personalized and professional emails that will impress your customers and enhance your communication. Happy designing!
