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Specifying default emails
Specifying default emails

How to specify which email templates are used by default, and why some of your email templates may not be showing up as available options

Andrew Fisher avatar
Written by Andrew Fisher
Updated over a week ago

You can specify which Email Template is used by default the email will be pre-flighted with the contents of the email template you specify.

The default emails you can specify are:

  • Default questionnaire email, which is the email that is used by default for sending questionnaires.

  • Default booking proposal email, which is the email that is used by default for emailing the link to a booking proposal.

  • Default invoice email, which is the email that is used by default for emailing the link to an invoice.

  • Default quote email, which is the email that is used by default for emailing the link to a quote.

  • Default online gallery email, which is the email that is used by default for emailing the link to a gallery.

  • Default online gallery placeholder announcement, which is the email that is used by default for emailing registered guests in a placeholder gallery when you account that a gallery is now available for viewing.

  • Default gallery collects emails, which is the email that is used by default for emailing registered guests in an email-gated gallery.

  • Default album proof email, which is the email that is used by default for emailing the link to an album proof.

How to specify the default email

To specify a default email, go to Settings > Account > Account Defaults and choose an email template from the dropdown in any of the default email options.

Why some email templates don't show up in the list

The only email templates that are available to be chosen for default emails are ones that contain the link to the particular item. For example, you can only choose emails that contain the [[gallery_link]] variable for the default proofing gallery email. Otherwise, you may risk sending an email by default that doesn't contain the link to the gallery.

How to tweak the default email when using one

Whenever a default email is used, the email modal will pre-flight with the contents of the email template that you've chosen. You can then customize the email as if you were writing it as a one-off email.

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