To learn how to distribute your sales documents, go to this article
How to get there
- Click on the Control menu, in the upper right corner of your screen
- Select Settings
- From Account, select Email settings
Sending from Holded
With this option, the emails will be sent using our servers.
- Fill in the fields
Click on the icon to get more information
- Click on Save
Sending from your SMTP email server
With this option the emails will be sent using the email server of your own email provider (like Gmail, Outlook, etc).
- Fill in the fields
Click on the icon to get more information
If you use GSuite, remember that, apart from activating the two-step verification, you will have to create a specific password to connect your account in Holded.
- Click on Save
Sending from your marketing email provider
By using this option, your emails will be sent through the server of one of these available external providers: Mailjet, SendGrid or Mailgun.
This system reduces the risks for your emails to end up in the Spam folder. It is normally used for mass mailing.
- Fill in the fields
Click on the icon to get more information
- Click on Save
How to check your email history
In the Email history you can find all the emails sent from Holded, as well as the document from which they were sent, the recipient's email address and if it has been received and opened correctly.
- Open the Control menu in the upper right corner of your screen.
- Select Settings
- From Company account, select Email settings
- Click the History button
How to create email templates
- Open the Control menu in the upper right corner of your screen.
- Select Settings
- From Company account, select Email settings
- From the section Mailing templates, click on + New Template
- Fill in the data
You can use HTML to edit your content if you need it.
Click on the icon to get more information
- Click on the Save button
Remember that you can use the Dynamic words, more details here
How to assign an email template to your documents
Remember that if you do not assign an email template to your documents, the system will use the one marked as Default.
- Click on the Control menu, in the upper right corner of your screen.
- Go to Settings
- From Invoicing, go to Preferences
- Select a document type from the sidebar
- Select the name of the email template you want to associate with it