Courier company · Notifications

Email layout

The logo, colour, footer and design of the emails your customers receive; ready-made layouts, your own HTML layout, test sends and holiday emails.

The email layout is the design that wraps your message: your logo at the top, the message in the middle and a footer at the bottom. You'll find it under Management › Bulk messages › Email layout. Only the firm owner (or a user allowed to manage settings) can change it.

You can choose a layout in three places:

• Firm default: Used for every email where nothing else is chosen.
• Per broadcast, rule or template: In New broadcast, Automatic rules and Templates, choose from the Email layout list when the channel is Email.
• Plain (no wrapper): Only the message text, with no design.

Choosing a ready-made layout

1. Open the Email layout tab.
2. Look at the cards under Ready-made layouts; each has a small preview. Press Large preview to enlarge it.
3. Press Make default on the one you like. All emails without their own choice now use it.
4. Holiday and special-day layouts (Eid al-Fitr, Eid al-Adha, 29 October, New Year, birthday and so on) are meant for the rules of those days; you don't need to make them the default.

Brand details

Ready-made layouts take your logo, colour and footer from here.

1. In the Branding and default layout card, enter your logo's web address in Logo address. It must start with https://.
2. Pick an Accent colour with the colour box or type one like #7367f0.
3. In Footer, write the text shown at the bottom of every email, such as your address and phone.
4. Choose the Default layout.
5. If Send order notification emails with this layout too is on, automatic emails such as order received or delivered use the same design. If it's off, only bulk messages are wrapped.
6. Press Save.

Adding your own layout

Someone who knows HTML can add your own design.

1. Press Copy and edit on a ready-made layout, or New layout.
2. Enter a Name.
3. Edit the HTML. Write {content} where the message should go; it is required and must appear exactly once.
4. The HTML is checked as you type and a live preview is shown. Problems are listed below with reasons, like Line 12: ….
5. When no problems remain, Save becomes active; press it.

Placeholders you can use:

• {content} — the message text (required)
• {company_name} — your firm's name
• {logo} — your logo (as an image)
• {logo_url} — your logo's address
• {accent_color} — your accent colour
• {footer} — your footer
• {year} — the current year

Why is HTML rejected? To protect your customers and your firm's email reputation, faulty or harmful HTML is not cleaned up and sent — it is not saved at all:

• Script, form and iframe tags — no code can run in an email.
• Event attributes such as onclick, and javascript: links.
• Images and resources that aren't https — they cause insecure-connection warnings.
• Misleading links whose visible address leads somewhere else — these count as phishing.
• Unclosed or broken HTML.
• Placeholders that aren't in the list.

Manage your own layouts from the list with Preview, Edit, Make default or Delete. Rules using a deleted layout show "Deleted layout" in the list; choose a new one for them.

Test send

1. In the editor, press Send me a test.
2. The test email goes to your account's email address; the address is shown on screen.
3. Check the layout in your inbox. Tests are never sent to customers.

Setting up holiday emails in advance

1. In the Calendar tab, click the holiday; the rule form opens with the holiday selected.
2. Choose Email as the channel; the holiday's ready-made layout is selected for you.
3. Write the message, choose the recipients and press Save.
4. The emails go out automatically on the day. Details: Bulk messages › Calendar.

Who receives it and who doesn't?

• A commercial message goes only to customers who have consented; an information message only to customers who allow notifications.
• Customers in Customers to exclude never receive it.
• Customers without an email on file and inactive customers don't receive it.
• Details: Who receives it and who doesn't.

Having trouble?

• Save is disabled: Fix the listed HTML problems and fill in the Name.
• The logo doesn't show: The logo address must start with https:// and be publicly accessible.
• The tab is missing: It is only available to the firm owner or users allowed to manage settings.