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BRITIXO Core CRM Software

Britixo allows you to automate and personalise communication through pre-built email templates for various actions like invoices, proposals, tickets, and.

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How to Set Up Email Templates & Email (Headers & Footers) Branding in Britixo?

Britixo allows you to automate and personalise communication through pre-built email templates for various actions like invoices, proposals, tickets, and more.

Log in to Britixo Go to https://britixo.com/app/login and sign in.

Navigate to Email Templates From the left-hand sidebar, go to: Setup → Email Templates

Choose a Template to Edit You’ll see a categorized list (e.g., Invoice, Tasks, Projects, Support). Click on the template you wish to customise — for example, Invoice Sent or New Ticket Opened .

Edit the Subject Line Update the Subject field to match your tone or brand. (e.g., “You’ve got a new invoice from Britixo!”)

Customise the Email Body

Use placeholders like {client_firstname} or {invoice_number}

Add your branding message, custom signature, or support info

Format using bold, lists, or links

Enable or Disable Templates Use the toggle at the top to enable or disable the template entirely.

Click "Save Template" After editing, click the Save Template button at the bottom of the page.

Click here to learn more about email templates and shortcodes with branding .

Tips for Effective Templates:

Keep language friendly but professional

Add your contact info or website links to the footer

Use consistent branding across all templates

Test send emails to yourself before going live

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