Customizing client notifications

Use Email Studio to control the content and design of the emails Photeria sends for client accounts, jobs, listings, invoices, payments, and property website inquiries. Open Settings → Notifications and select the email type you want to change.

You need access to Settings and the Templates: Edit permission to change these emails.

Manage templates for an email type

The template marked Default supplies automated emails for that email type. A template marked System is Photeria's built-in version. You can view it, but you cannot edit it directly.

1. Select New template to start from the current default.

2. Name the template, customize the email, and select Save changes.

3. Open the saved template's More actions menu and choose Set as default to use it for automated emails.

For an existing custom template, select Edit template. Use Duplicate in its menu when you want a separate version. Creating or duplicating a template does not make it the default.

Customize appointment reminders and receipts

Choose Appointment reminder to change what clients receive before a shoot. Set the sending time separately in Scheduling settings.

Choose Payment receipt to customize payment confirmations. Turn receipt emails on in Client invoicing settings.

For either email type, create a custom template and set it as the default using the steps above.

Edit an email

The editor includes the template name, subject, sender details, desktop and mobile previews, and the email canvas. Select any section in the canvas to work with it.

For the selected section, use the controls beside it to:

• Open its settings when that section has configurable options.

• Move it up or down.

• Duplicate it.

• Remove it.

Use Add section above or below a section to insert content at that position.

Add basic and smart sections

Select Add section to choose content to insert.

Basic sections include text, buttons, images, dividers, and spacing. Smart sections are ready-made layouts that fill themselves with data from the job, listing, invoice, client, or brokerage connected to the email.

The smart sections offered depend on the email type. An order confirmation can include the listing hero, property details, and appointment details. Invoice emails offer invoice and payment information instead.

Insert variables

Variables add record-specific text such as the agent's name, property address, appointment details, invoice number, or company name.

1. Place the cursor in the subject or a text section.

2. Type {.

3. Select a variable from the menu.

The menu shows only variables supported by that email type. When you preview with a real record, it also shows the value that will replace each variable.

Preview with real data

The preview starts in Variables mode so you can identify each dynamic field. Open that selector to choose a real order, listing, invoice, client, or brokerage, depending on the email type.

Email Studio then resolves the variables and smart sections with that record's current data. Use this view to check names, addresses, dates, amounts, links, and sections before saving.

Use Desktop and Mobile to check both email widths.

Set the sender and send a test

Set your business-wide defaults under Settings → Email. To override them for this message, expand Sender details and change the sender name or reply-to address. If your organization has a verified email sending domain, you can also set the address prefix used with that domain.

Select the arrow beside Save changes, then select Send test email to send the current version to an address you choose.

See Setting up your email sender to send from your own domain.

Save or restore a template

Select Save changes when the subject, content, and preview are ready.

Select Reset to default to restore the template's starting content. For a custom default, this restores Photeria's built-in content. For another custom template, it restores the current default's content. Select Save changes to keep the reset.

To use Photeria's built-in template for automated emails again, open the System template's More actions menu and choose Set as default.