Setting Up Email Alerts and Notifications
Your Helcim Account sends email notifications for transactions, invoices, customer actions, recurring billing plans, and for inventory.
These emails help keep you and your customers informed and save you time. By default, automated emails are turned on, if you want to change the settings for any of the automated emails, you can do so through the
Settings icon, in the top right-hand corner of your screen.
This will open the
Settings menu. When you click on
Email Settings, you can see all the available options for each section of Helcim.
Clicking on a specific section will open a list of the automated emails for that category. In the screenshot below, you can see the different emails assigned to transactions. Each email is assigned a name based on the action that triggers the email and a description of when the email will be sent.
If you would like to modify an email, simply click on the name of the email you want to change to open the
Template Settings and
Template Content for that email.
Template Settings, you can change the status of the email by toggling the radio button from
Off if you wish to deactivate the email.
If you scroll down further, you can review the Email General Settings and edit:
- If the customer gets a copy
- Which email address is displayed to customers
- If you get a copy of the email
- Which email address you’re receiving emails at
- If you want to attach a PDF file to the email for reference
If you would like to review the
Template Contentfor a specific email, scroll to the top of the page and click on
Template Content. Here you can see what content will be included in the email, including the subject line and body. If you make any changes to the
Template Content, be sure to click
Saveto apply your changes. If you want to undo your changes and reset the email to the default settings, you can click