Settings - Email by Customer Type

In order to assign a customer type to your customers, go to Customers (On the top panel)

• • Then click customers

• • Choose the customer to assign a customer type to. 

• • Click 'edit' in the top right

• • In the Additional info section you can assign Customer types

You can also bulk assign them from the customer screen.

• • Click 'Customers' from the top menu 

• • Then 'Customers' from the left menu 

• • If you select multiple customers a Batch Action button will appear.

• • Click 'Batch actions'

• • Next 'Select customer type'

To add new customer type, click Customer Types from the main Customer screen.

• • Click 'Customers' from the top menu 

• • Then 'Customers' from the left menu 

• • Select 'Customer types' in the top right

• • Here you will see all of your current customer types. 

• • Click 'New customer type' in the top right

• • Create a name for your new customer type and click 'Save'

After you have updated customer types make sure to sync with Recur360.

If you visit Settings->Email, you will see an 'Add New' button at the top of the page.

• • Clicking 'Add New' will show you a popup where you can choose which Customer Type(s) you want your new Email Settings to apply to.

After entering the Customer Type, save and continue.

• • You will have a new set of Email Settings, which by default are a copy of the original Email Settings.

After you have more than one set of Email Settings, any time you visit Settings->Email, you will be brought to a table instead listing your email settings and the Customer Types they apply to.

Now that there are multiple customer type email settings, if you click the green 'Create' button on the Email Settings table page, then it will be a copy of the default Email Settings.

You can now make any changes you want to the new customer type Email Settings and save.

• • This goes beyond just changing the company information, logo and colors.
  • Any setting in the screen will be specific to that customer type, including the wording on email templates and how the pay online link settings are configured.
  • You could set the Processors to None to not allow paying by card or ACH for those customer types as an example. 

After you have more than one set of Email Settings, any time you visit Settings->Email, you will be brought to a table instead listing your email settings and the Customer Types they apply to.

• • You can edit or delete any Email Settings you have created for each customer type.
  • The original Email Settings will always exist and always apply to any customers that do not have a Customer Type that matches any other set of Email Settings.
  • After setting up your email settings, any emails that go out of the system will send using the appropriate email settings based on the customer type in the customer email/invoice.
  • Payment Links will also appropriately display based on the customer's email settings. 

• • Their email payment link will also be branded with the logo linked to that customer type.