1. Using an Administrator account, from the Fixably Home Screen, select your User Name menu and then click System Settings.
   
   
   
    
2. From the Settings Menu, click Email Settings.
   
   
   
    
3. Email Settings is broken into four sections: Basic Settings, Email Layout, Template Editor and Preview Emails.
   
    

Basic Settings

• Name - This is the default display name on system-generated emails.
  
  
  
   
• Email - Generic emails are sent using the email address specified in this field.
  
  

• Google Analytics Tracking ID - Fixably can add Google Analytics tracking to all emails by adding the tracking ID provided by Google. You can then view all tracking data in the Google Analytics dashboard.
  
  
  
   
• Default Subject - The default subject is added to all outgoing emails in Fixably. It is recommended to include the order id %id% when changing this field to ensure incoming emails are processed accurately.
  
  
  
   
• Forward Address - Incoming emails that are missing the Order number in the subject are automatically forwarded to the email address in this field. When setting this email address, ensure that any email forwarding rules do not deliver these emails back to Fixably to avoid creating a forwarding loop.
  
  
  
   
• Email Lists - Specific notifications will be automatically emailed to a specific user or distribution list. 
  
  
  • Manager - receives email notifications when GSX certifications are nearing expiry.
  • Invoicing - receives email notifications when customer invoices are past due.
     
• Incoming Email Address - This email address can be used to receive emails related to orders within Fixably. Emails received to this email address will be added as order notes if the subject contains a valid order number. If there is no valid order number, these emails will be viewable in the Navigation Sidebar by clicking on Messages and then Incoming Emails.

Email Layout

• Email Layout allows you to define the HTML layout used for outgoing emails in Fixably.
• The layout is applied to emails sent using Email Templates and 1-to-1 emails sent from an Order.
• Pick a language to view and edit the layout.
• Use the {body} placeholder to define where the email content will be inserted.
• When your edits are complete, click Save Layout.
• Click Delete Layout to remove the saved layout for the selected language.

Template Editor

• Template Editor allows you to create new templates and manage existing email templates used in Fixably.
  
  
   
• Select a template to view and edit its content. You can define the subject and the body of the email. Templates also support variables to automatically insert data from Orders, Customers, and Devices. If your tenant is configured for multiple languages, additional languages can be selected from the drop-down menu.
  
  You can view a list of the available email variables in the article: What variables are available to use in Email templates, Snippets and Repair Stickers? 
  
  IMPORTANT: The {order.id} variable must be included in the subject line for order-related emails. This value is used to match incoming replies to the correct Order. If it is removed, replies may not be linked and will instead appear under Incoming Emails.

• When your edits are complete, click Save Template. You can also Preview it to simulate what a customer will receive.
  
  

Default Automation Templates

• Some email templates are used automatically by Fixably when specific actions occur.
• These templates are triggered by system events or configured automations.
• The following templates are used by default:
  • Confirmation
  • Forgot
  • Order Received
  • Order Picked Up
  • Pickup Ready
  • Cost_estimate
  • Cost_estimate_cancelled
  • Cost_estimate_expired
  • Unpaid Invoice
  • Receipt
• The exact template used depends on the feature or automation configuration.

Preview Emails

• View a preview of each Email Template. You can also use this section to test any Variables you are using.