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- Webshop
  - If you've not created an email template yet, check out the FAQ How do I create an email template for instructions.
    
    Hire-X enables you to send emails using templates from a number of different places within your webshop portal.
    
    Sending Emails to a Customer
    
    If you want to send an email to a customer that does not related to an order, for instance an email about a promotion you are running, follow these steps:
    1. Click Customers from the menu on the left hand side of the webshop portal.
    2. Click on the customer you want to send an email to.
    3. On the customer details page, click New Email, on the right hand side of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email
    Sending an Email with the Order Attachments
    
    To send an email from an order that automatically attaches the order details and the hire terms and conditions (in PDF format), follow these steps.
    1. Click Order from the menu on the left hand side of the webshop portal.
    2. Click on the order you want to send the documents from.
    3. On the orders details page, click Email Order Documents, from the bottom of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email - the files will to automatically attached.
    Sending Other Emails Relating to an Order
    
    If you want to send an email to a customer in relation to a specific order, for instance sending an email updating them about an issue, follow these steps.
    1. Click Order from the menu on the left hand side of the webshop portal.
    2. Click on the order you want to send an email about.
    3. On the orders details page, click New Email, on the right hand side of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email
    Editing the Email Content
    
    When your template content has loaded, any smart tags, such as the customer name, will be replaced with the real values, saving you a lot of time.
    
    If you need to change the email content, you can easily use the text editor to add or delete any information, but remember, you will only be changing this email, not the original template.
- Bookings
  - If you've not created an email template yet, check out the FAQ How do I create an email template for instructions.
    
    Hire-X enables you to send emails using templates from a number of different places within your webshop portal.
    
    Sending Emails to a Customer
    
    If you want to send an email to a customer that does not related to an order, for instance an email about a promotion you are running, follow these steps:
    1. Click Customers from the menu on the left hand side of the webshop portal.
    2. Click on the customer you want to send an email to.
    3. On the customer details page, click New Email, on the right hand side of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email
    Sending an Email with the Order Attachments
    
    To send an email from an order that automatically attaches the order details and the hire terms and conditions (in PDF format), follow these steps.
    1. Click Order from the menu on the left hand side of the webshop portal.
    2. Click on the order you want to send the documents from.
    3. On the orders details page, click Email Order Documents, from the bottom of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email - the files will to automatically attached.
    Sending Other Emails Relating to an Order
    
    If you want to send an email to a customer in relation to a specific order, for instance sending an email updating them about an issue, follow these steps.
    1. Click Order from the menu on the left hand side of the webshop portal.
    2. Click on the order you want to send an email about.
    3. On the orders details page, click New Email, on the right hand side of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email
    Editing the Email Content
    
    When your template content has loaded, any smart tags, such as the customer name, will be replaced with the real values, saving you a lot of time.
    
    If you need to change the email content, you can easily use the text editor to add or delete any information, but remember, you will only be changing this email, not the original template.
- Tasks
  - If you've not created an email template yet, check out the FAQ How do I create an email template for instructions.
    
    Hire-X enables you to send emails using templates from a number of different places within your webshop portal.
    
    Sending Emails to a Customer
    
    If you want to send an email to a customer that does not related to an order, for instance an email about a promotion you are running, follow these steps:
    1. Click Customers from the menu on the left hand side of the webshop portal.
    2. Click on the customer you want to send an email to.
    3. On the customer details page, click New Email, on the right hand side of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email
    Sending an Email with the Order Attachments
    
    To send an email from an order that automatically attaches the order details and the hire terms and conditions (in PDF format), follow these steps.
    1. Click Order from the menu on the left hand side of the webshop portal.
    2. Click on the order you want to send the documents from.
    3. On the orders details page, click Email Order Documents, from the bottom of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email - the files will to automatically attached.
    Sending Other Emails Relating to an Order
    
    If you want to send an email to a customer in relation to a specific order, for instance sending an email updating them about an issue, follow these steps.
    1. Click Order from the menu on the left hand side of the webshop portal.
    2. Click on the order you want to send an email about.
    3. On the orders details page, click New Email, on the right hand side of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email
    Editing the Email Content
    
    When your template content has loaded, any smart tags, such as the customer name, will be replaced with the real values, saving you a lot of time.
    
    If you need to change the email content, you can easily use the text editor to add or delete any information, but remember, you will only be changing this email, not the original template.
- CRM
  - If you've not created an email template yet, check out the FAQ How do I create an email template for instructions.
    
    Hire-X enables you to send emails using templates from a number of different places within your webshop portal.
    
    Sending Emails to a Customer
    
    If you want to send an email to a customer that does not related to an order, for instance an email about a promotion you are running, follow these steps:
    1. Click Customers from the menu on the left hand side of the webshop portal.
    2. Click on the customer you want to send an email to.
    3. On the customer details page, click New Email, on the right hand side of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email
    Sending an Email with the Order Attachments
    
    To send an email from an order that automatically attaches the order details and the hire terms and conditions (in PDF format), follow these steps.
    1. Click Order from the menu on the left hand side of the webshop portal.
    2. Click on the order you want to send the documents from.
    3. On the orders details page, click Email Order Documents, from the bottom of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email - the files will to automatically attached.
    Sending Other Emails Relating to an Order
    
    If you want to send an email to a customer in relation to a specific order, for instance sending an email updating them about an issue, follow these steps.
    1. Click Order from the menu on the left hand side of the webshop portal.
    2. Click on the order you want to send an email about.
    3. On the orders details page, click New Email, on the right hand side of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email
    Editing the Email Content
    
    When your template content has loaded, any smart tags, such as the customer name, will be replaced with the real values, saving you a lot of time.
    
    If you need to change the email content, you can easily use the text editor to add or delete any information, but remember, you will only be changing this email, not the original template.
- Assets
  - If you've not created an email template yet, check out the FAQ How do I create an email template for instructions.
    
    Hire-X enables you to send emails using templates from a number of different places within your webshop portal.
    
    Sending Emails to a Customer
    
    If you want to send an email to a customer that does not related to an order, for instance an email about a promotion you are running, follow these steps:
    1. Click Customers from the menu on the left hand side of the webshop portal.
    2. Click on the customer you want to send an email to.
    3. On the customer details page, click New Email, on the right hand side of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email
    Sending an Email with the Order Attachments
    
    To send an email from an order that automatically attaches the order details and the hire terms and conditions (in PDF format), follow these steps.
    1. Click Order from the menu on the left hand side of the webshop portal.
    2. Click on the order you want to send the documents from.
    3. On the orders details page, click Email Order Documents, from the bottom of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email - the files will to automatically attached.
    Sending Other Emails Relating to an Order
    
    If you want to send an email to a customer in relation to a specific order, for instance sending an email updating them about an issue, follow these steps.
    1. Click Order from the menu on the left hand side of the webshop portal.
    2. Click on the order you want to send an email about.
    3. On the orders details page, click New Email, on the right hand side of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email
    Editing the Email Content
    
    When your template content has loaded, any smart tags, such as the customer name, will be replaced with the real values, saving you a lot of time.
    
    If you need to change the email content, you can easily use the text editor to add or delete any information, but remember, you will only be changing this email, not the original template.
- Integration
  - If you've not created an email template yet, check out the FAQ How do I create an email template for instructions.
    
    Hire-X enables you to send emails using templates from a number of different places within your webshop portal.
    
    Sending Emails to a Customer
    
    If you want to send an email to a customer that does not related to an order, for instance an email about a promotion you are running, follow these steps:
    1. Click Customers from the menu on the left hand side of the webshop portal.
    2. Click on the customer you want to send an email to.
    3. On the customer details page, click New Email, on the right hand side of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email
    Sending an Email with the Order Attachments
    
    To send an email from an order that automatically attaches the order details and the hire terms and conditions (in PDF format), follow these steps.
    1. Click Order from the menu on the left hand side of the webshop portal.
    2. Click on the order you want to send the documents from.
    3. On the orders details page, click Email Order Documents, from the bottom of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email - the files will to automatically attached.
    Sending Other Emails Relating to an Order
    
    If you want to send an email to a customer in relation to a specific order, for instance sending an email updating them about an issue, follow these steps.
    1. Click Order from the menu on the left hand side of the webshop portal.
    2. Click on the order you want to send an email about.
    3. On the orders details page, click New Email, on the right hand side of the page.
    4. Select an template from the list and your email content will be automatically loaded.
    5. Press Send to send the email
    Editing the Email Content
    
    When your template content has loaded, any smart tags, such as the customer name, will be replaced with the real values, saving you a lot of time.
    
    If you need to change the email content, you can easily use the text editor to add or delete any information, but remember, you will only be changing this email, not the original template.
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Using Email Templates

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If you’ve not created an email template yet, check out the FAQ How do I create an email template for instructions.

Hire-X enables you to send emails using templates from a number of different places within your webshop portal.

Sending Emails to a Customer

If you want to send an email to a customer that does not related to an order, for instance an email about a promotion you are running, follow these steps:

Click Customers from the menu on the left hand side of the webshop portal.
Click on the customer you want to send an email to.
On the customer details page, click New Email, on the right hand side of the page.
Select an template from the list and your email content will be automatically loaded.
Press Send to send the email

Sending an Email with the Order Attachments

To send an email from an order that automatically attaches the order details and the hire terms and conditions (in PDF format), follow these steps.

Click Order from the menu on the left hand side of the webshop portal.
Click on the order you want to send the documents from.
On the orders details page, click Email Order Documents, from the bottom of the page.
Select an template from the list and your email content will be automatically loaded.
Press Send to send the email – the files will to automatically attached.

Sending Other Emails Relating to an Order

If you want to send an email to a customer in relation to a specific order, for instance sending an email updating them about an issue, follow these steps.

Click Order from the menu on the left hand side of the webshop portal.
Click on the order you want to send an email about.
On the orders details page, click New Email, on the right hand side of the page.
Select an template from the list and your email content will be automatically loaded.
Press Send to send the email

Editing the Email Content

When your template content has loaded, any smart tags, such as the customer name, will be replaced with the real values, saving you a lot of time.

If you need to change the email content, you can easily use the text editor to add or delete any information, but remember, you will only be changing this email, not the original template.