Custom Email Feature

Modified on Mon, 4 May at 3:36 PM

Introduction

The Custom Email feature allows users to personalise the pre-configured text of the emails sent through AgriChain. This feature allows users to customise their emails in Rich Text Format (RTF) so that the user can make use of features such as:

  • Bold
  • Italics
  • Underlining
  • Font Selection
  • Text Size
  • Bullet Points
  • Hyperlinking 
  • And more


When Does this Feature Apply?

This feature applies in any scenario where AgriChain triggers an email to be sent when Creating, Amending and Voiding in the following modules:

  • Contracts
  • Orders
  • Title Transfers
  • Invoices


Setting up the Custom Email Feature

Before using the Custom Email Feature, the AgriChain team must switch on two settings: 

  • Custom Email Template: enables the template configuration feature.
  • Show Email Pop-up: ensures the 'Send Email' popup appears before emails are sent, to allow for proof reading.


This can be switched on by reaching out to our Support team by visiting https://agrichain.freshdesk.com/support/home and raise a ticket.


Using Custom Email Templates When Sending Emails

Once the settings are enabled, they work automatically when sending system emails. The steps are as follows:

  1. Perform any relevant action that triggers an email to be sent.

  2. When the Send Email popup appears, the system will automatically pre-populate the email body with saved template text in an editable rich text box.

  3. Review and edit the pre-populated text if needed - any changes made here apply only to this send and do not affect the saved template.

  4. Click Send. The email will be delivered with your customised text, followed by the standard AgriChain email content.

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