From within your Orbitera account, you can manage multiple email templates that are sent to a predetermined audience according to predefined event triggers.

From the home screen, click on the "Account" button in the top right.

Within the next window, select “Email Templates”.

The blank fields at the top of the screen allow filtering within the row beneath it. 

Name - The internal name of the email

Tags - The relevant parties or activities

Description - A short description of the email

Selecting an individual email template, then pressing Edit allows you to fully customize the email message

Here, you are able to manage the content of a particular template

Enabled - uncheck this box to disable this email from being sent when the action is triggered

From Email - The email that will appear in the “From” field of the email

From Name - The name that will appear in the “From” field of the email

Reply-To Email - The reply-to address the email will be sent with

Reply-To Name - The reply-to name that the email will be sent with

BCC - Additional email addresses the email will be blind carbon copied to (for example, if you wanted to see all new customer accounts that were created, you could add your email to this line)

Subject - The subject line of an email

Content - The actual content of the email (this is fully editable). Note that you can use the cariables below by copying and pasting the entire variable (including the *| and |*) into the email. These will be replaced with the actual content for each email.