Customer Settings
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      2. Customer Settings

      How to Customise the On Boarding Email Template for customers

      You may want to customise the On Boarding Email Template for your customers depending on your preferences.

      Follow these steps to customise On boarding Email Template:

        1. Log into Pencil and go to: Pencil -> Settings -> Credit Forms -> Email Template Blocks.

        2. Then click the "Edit" icon for the "[001] Customer On Boarding Email" block.

        3. Make your required updates to the introduction for the new customers and save.

        4. Now when you send an on boarding email to customers and you don't edit the introduction text on a case by case basis, this will be the default text used.