CoreFORCE- Getting Started: Setting up Emails
Emails are a powerful tool that can be utilized to communicate with your clients and keep them up to date on changes to their order, coreFORCE offers many different options that can be utilized.
Click on Setup > Site Defaults
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Click on Emails
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Configure Emails
There are a multitude of emails not loaded in by default, these can be added here
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Select Customize from the Email you'd like to add
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Click on SAVE
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Click on Setup > Emails
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Click on your desired email
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Content Box
All of your emails utilize HTML and CSS and can be customized with any lines of code
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Alternatively we can use the content builder
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Easy Text Editor
The Easy Text Editor can be used as a standard word processing application, no coding required!
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Click on SAVE
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## # Sending a Test Email
After all the work has been completed a test email can be sent to see the formatting and how everything lines up in a realistic scenario.
Click on the email to test
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Click on Send Test Email
This will send an email to the email tied to your user account that is logged in, please check your inbox for the message!
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Click on Setup > Site Defaults
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Click on Emails
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Configure Emails
There are a multitude of emails not loaded in by default, these can be added here
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Select Customize from the Email you'd like to add
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Click on SAVE
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Click on Setup > Emails
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Click on your desired email
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Content Box
All of your emails utilize HTML and CSS and can be customized with any lines of code
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Alternatively we can use the content builder
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Easy Text Editor
The Easy Text Editor can be used as a standard word processing application, no coding required!
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Click on SAVE
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## # Sending a Test Email
After all the work has been completed a test email can be sent to see the formatting and how everything lines up in a realistic scenario.
Click on the email to test
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Click on Send Test Email
This will send an email to the email tied to your user account that is logged in, please check your inbox for the message!
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Updated on: 06/25/2024
Thank you!