Configuring Client Communications

Access the Client Communications Page

From the Ubersmith Dashboard, click Settings.

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

The Client Communications page appears.

You can create a default welcome letter that is sent when the Send Welcome Letter order action is included in an order queue.

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

If you set Ubersmith to generate user and client passwords, use this email template to send them their login information.

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

If users or clients get locked out of ubersmith, use this template to send a link for them to reset their passwords.

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

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