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The Client Communications page lists the available welcome and password email templates to send your client’s personalized emails including their specific information.


Access the Client Communications Page

  1. From the Ubersmith Dashboard, click Settings.

    The Ubersmith Settings page appears.
  2. From the Clients—Communications section, click Client Communications.

    The Client Communications page appears.

Complete the Default Welcome Letters Section

You can create a default welcome letter that is sent when the Send Welcome Letter order order action is included in an order queue. You can also send it manually from the Service Details page.

  1. In the From Name field, enter the name the email is coming from.
  2. In the From Email field, enter the address the email is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the content of your message.
  5. Click View Variables to display related system variables you can use to customize your email.

Complete the Generated Login Info Notices Section

 If you set Ubersmith to generate user and client passwords, use this email template to send them their login information. Once you create a client from the Add New Client page, the email is sent.

  1. In the From Name field, enter the name the email is coming from.
  2. In the From Email field, enter the address the email is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the content of your message.
  5. Click View Variables to display related system variables you can use to customize your email.
  6. In the Auto-generate passwords for new clients field, select Yes for Ubersmith to generate a password to be included in the email, using the variable ##accountpass## in the body field.


Complete the Password Reset Notices Section

If users or clients need to reset their password, use this template to send a link for them to access the function.

  1. In the From Name field, enter the name the email is coming from.
  2. In the From Email field, enter the address the email is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the content of your message.
  5. Click View Variables to display related system variables you can use to customize your email.

Save Your Configuration Settings

  • Click Update to save your configuration settings.
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