Email Templates
How to customize the automated email templates sent by Tetri Copilot.
Overview
Tetri Copilot sends automatic emails for events like invoice delivery, payment receipts, and compliance reminders. The Email Templates settings let you customize the content and branding of these emails.
How to Edit an Email Template
- 1
Go to Settings → Email Templates.
- 2
You see a list of all automated email types (Invoice Sent, Payment Receipt, Compliance Reminder, etc.).
- 3
Click on a template to edit it.
- 4
Modify the subject line and email body.
- 5
Use template variables (like {{customer_name}} or {{invoice_number}}) to insert dynamic content.
- 6
Preview the email before saving.
- 7
Click Save Template.
Tip
Keep automated emails professional and on-brand. Include your company name, relevant details, and a clear call to action.
Note
An Email Analytics view shows how your automated emails are performing (sent, delivered, opened). Whether emails actually send also depends on the platform email service being enabled.
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