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How to Customise Email Templates in Britixo CRM or Practice Management Software?
Customising your email templates in Britixo ensures that every email sent from your CRM matches your brand tone, layout, and communication preferences. From invoice reminders to support ticket updates and customer onboarding emails, Britixo provides a centralised way to edit system-generated email content—so you maintain a consistent, professional brand image with every interaction.
Where to Find Email Templates.
Log in to Britixo : https://britixo.com/app/login
In the left sidebar, navigate to: Setup → Email Templates
You will now see a complete list of pre-configured templates grouped by categories such as:
Invoices
Projects
Proposals
Estimates
Clients
Tickets
Tasks
Contracts
Staff
Subscriptions (if enabled)
How to Edit an Email Template.
From the Email Templates list, click on the template name you wish to edit. Example: Invoice Overdue Notice (Sent to Customer)
You will now see:
Subject Line : The email’s title as seen in the recipient’s inbox
Email Body : The content of the email in HTML/text format
Available Merge Fields : Dynamic tags you can insert to personalise the message (e.g., {invoice_number} , {client_firstname} )
Make your edits:
Use bold, italics, lists, and links to format content
Insert relevant merge fields by clicking them (they will auto-insert into the content)
Click Save Template when done.
Understanding Merge Fields:
Merge fields are placeholders that automatically pull real data into your emails. For example:
Template Categories and Their Usage:
Below are the key categories and their most commonly used templates:
Welcome email after registration
Password reset instructions
Email verification link
Invoice created
Invoice overdue
Payment recorded
Recurring invoice email
Proposals & Estimates
Proposal submitted
Estimate approved or declined
Comments added to proposal
Contract sent to client
Contract signed
Contract expiring
New ticket submitted
Ticket reply from staff
Ticket assigned to staff
Tasks & Projects
Task assigned
Task updated or commented
Project status changed
Managing Email Templates.
Disable a Template : Uncheck the “Active” box at the top of a template to prevent it from sending.
Send Test Email : Some templates allow sending a test email to verify formatting and layout.
Multi-language Support : If you’ve enabled multiple languages in Britixo, you’ll be able to add versions for each language.
Tips for Better Branding.
Use your logo and branding colours via HTML formatting if needed
Set a clear tone of voice (friendly, formal, etc.)
Include contact info and links to your help centre or policies
Avoid excessive styling to ensure deliverability
Test emails with multiple clients (Gmail, Outlook) to confirm formatting
Security and Deliverability.
Ensure your SPF, DKIM, and DMARC records are configured correctly for your domain to improve deliverability.
Always test merge fields—an invalid field can result in blank or broken email content.
Avoid spammy words like “FREE,” “CLICK HERE,” or excessive CAPS in the subject or body.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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