Sending an email from the customer card
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You can send an e-mail message to a customer via their personal customer card.

For sending e-mails you can use e-mail templates, created for the "Customer" event.

Please note that the system has validation for the presence of certain elements in the text:

  • Validation for the presence of shortened links. When using shortened links in an Email there is a chance to get spam-filtered by mail providers. The validation will be triggered in the moment when the rule is activated with a warning that the full URL of the link is to be used.
  • Validation for the presence of potentially malicious code. It includes ActiveX, JavaScript, VBScript, Java-applets, Frames and IFrames. The use of such elements may lead to blocking of your mailings. If such a code is present, the mailing or rule will not be triggered with a corresponding warning.

In the "From" field, select the address from which the e-mail will be sent to the customer. The following options are available for selection:

  • Customer manager - the e-mail address of the manager to whom the customer is assigned.
  • Customer store - e-mails will be received from the store to which the customer is registered.
  • Additional addresses are added in the system settings in the "Mail" section.

The email address of the customer will be automatically substituted in the "To" field.

It is possible to specify a preheader (the text that is displayed in the e-mail client after the subject of the e-mail). In this text you can use twig, which will allow you to display personalised information about the customer. The preheader is invisible in the body of the e-mail. The customer will see the entered text only in the list of e-mails in the e-mail client. The displaying of preheaders is not supported by some mail services (for example,


You may see the following message when trying to send an email: “Sending transactional emails is disabled for this user. Confirm the e-mail and allow it to be used as the sender's address" - this means that your user will need to confirm the e-mail in the system settings.

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