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When running a subscription service and renting out your products, there are many instances where you have to notify your customer of something by sending out an email. In Firmhouse you can edit all these emails directly in the portal.

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Accessing email configuration

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Steps

  1. Click on Email configuration in the left sidebar.
  2. Scroll down to the Email Content section.
Email configuration navigation
  1. Select the type of email you want to edit from the dropdown menu.
  2. Change the subject of the email and the content as needed.
Email content editor with dropdown

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Adding system variables

You can add variables stored in the system like a customer’s name, the monthly price of the product, and more to personalize your emails.

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Steps

  1. In the email content editor, click on the + icon in the top-right of the editing screen.
  2. Select the variable you want to insert from the list.
Adding variables to email content For a complete list of all the variables you can use in emails, see the Dynamic Email Liquid Tags article.

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Testing your emails

If you want to make sure everything looks the way you want it to, you can send out a test email before going live.

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Steps

  1. Click on Send a test mail at the bottom of the email editor.
  2. Enter your email address in the popup.
  3. Click Send to receive the test email in your mailbox.
  4. Check whether everything looks fine before saving your changes.
Send test email button