Knowledge Base/Support/FAQs and Tips

How do I customize my email templates and messages to users?

Jimmy
posted this on April 19, 2011 17:50

Metrixstream provides clients with the ability to full customize their email correspondence to their website users. You can adjust the templates in Metrixstream to fit the feel of your site. In order to do this, please do the following:

 

Log into your Metrixstream CMS by using you username and password.

Once you are logged in and on the homepage, navigate to the top menu and select  Browse and when the dropdown menu appears, select Sites. (You can also select the Sites icon on the CMS homepage after logging in).

Choose the site that has the templates that you would like to customize. Click on that website's name.

Once you're on the site's page, click the link that says Misc Templates.

On this page you will find numerous templates that Metrixstream provides, that you can alter with HTML and CSS.

The different templates are as follows:

  • SIGNUP WELCOME EMAIL FOR NEW USERS
  • SIGNUP WELCOME EMAIL FOR NEW ACCOUNTS
  • FORGOT PASSWORD EMAIL
  • ACCOUNT SHARING EMAIL
  • ORDER SUMMARY EMAIL
  • PACKING SLIP - Be sure to edit your company information so that it is up to date on the packing slip. You can do this by navigating to the top menu in the CMS, select Browse and in the drop-down menu click on Sites. On the Sites page, select the website that you wish to update. Once you are on that website's page, click on the link that reads Edit Site. Scroll to the bottom of the Edit Site page, and in the Company Info section, fill out all relevant field that you wish to have appear on your customer's packing slip.