E-mail templates and the mail IDup sends

The mail your customers receive from IDup is your mail, not the software's. All of it is editable.

Step by step

1. Open E-mail template → Templates and find the one you want to change.
2. Edit the subject and the body. Placeholders for the customer name, the invoice number and so on are listed with the template.
3. System templates holds the ones IDup sends for its own processes.
4. Special e-mails and Reminders cover the out-of-the-ordinary sends.
5. Mail timer and Triggers decide when a mail goes out rather than what it says.
6. SMTP setting is where your sending account is configured, and E-mail log shows what was actually sent.
7. Mailbox in the same menu is the inbound side.

Language

A system e-mail is rendered in the language of the person receiving it, not the sender's. Keep every language version of a template you edit in step, or a customer will get an English reminder in a German workspace.

If an e-mail did not arrive

1. Check E-mail log — it shows whether IDup sent it.
2. If it was sent, the problem is downstream: spam filtering or the recipient's mailbox.
3. If it was not sent, check the SMTP settings and the template's trigger.