How do I edit the content in the automated emails?

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It is possible to edit the content of the automated notification emails by creating new email templates and replacing the default template. Please follow the steps outlined below if you’d like to customize your automated emails for your clients and/or affiliates.

 

In this article, you will learn about: 

 

To start, make sure you have the following:

 

Can I edit the content/text in the default automated emails?

No, default templates can't be changed or edited. However, you can create new templates and replace the default email templates.

 

How can I create a new email template?

First, we recommend copying the default text from the default email templates.

  1. Log in to your Credit Repair Cloud account

  2. Go to https://app.creditrepaircloud.com/mycompany/external_emails

  3. Locate the email that you would like to edit and click on the template’s name to preview it

    i.e. Click on Client forgot password (default)

    EAE_1-001.png


  4. Copy the text as is and close the preview

    EAE_1-002.png

  5. Click on Email Templates

    EAE_1-003.png

  6. Click on Add New Template

    EAE_1-004.png

  7. Enter the email’s Name and Subject

    EAE_1-005.png

    Please note the email’s Name is not visible to your clients, but the Subject is.

  8. Paste the default text copied from Step 3 in the Body editor

    EAE_1-006.png

  9. Edit the text as needed

    The text {in brackets} are "placeholders" to merge client, affiliate, or company data. A list of available placeholders is found below the email editor. Placeholders can't be modified or they won't work as intended. 

    The available placeholders are:

    {company_name} - Name of company
    {company_logo} - Logo of company
    {company_phone} - Phone of company
    {company_email} - Phone of company
    {client_first_name} - First name of client
    {client_last_name} - Last name of client
    {dispute_item} - Dispute item of client
    {invoice_number} - Number or ID of Invoice
    {invoice_date} - Created Date of Invoice
    {invoice_due_date} - Due Date of Invoice
    {invoice_total_amount} - Total amount of Invoice
    {affiliate_first_name} - First name of affiliate
    {affiliate_last_name} - Last name of affiliate
    {login_info} - Login info along with login URL of client or affiliate
    {todays_date} - Today's date

  10. Click on Submit

 

How can I replace the default email templates with the ones I create?

  1. Go to https://app.creditrepaircloud.com/mycompany/external_emails 

  2. Locate the email that you need to edit and click on the pencil icon to the right

    EAE_2-001.png

  3. Select the new email template from the dropdown

    EAE_2-002.PNG

  4. Changes will be saved upon selecting the new email template

 

 

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