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Contacts - Ability to set a default email template

So we have set up and had a lot of success with email templates in Xero. it would be useful to have the ability to have a default option for each contact (or group of contacts) a specific template for a specific reason eg new invoice or AR. so that everytime we go to email an invoice for example it preloads on a certain template.

Eg we have a number of clients that only speak read German and/or french so it would be nice to be able to set these contacts to default to use our German and/or French templates and brands as this will save us having to click through our templates each time o change from our default GBP.

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Rory Watson shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme. 

This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here 

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  • George Oluich commented  ·   ·  Report

    Implementing an option to set a default email template would be highly beneficial, especially for clients who pay via GoCardless (direct debit).
    The email template would remind them not to make a manual payment, stating, "The amount will be deducted from your nominated account."
    I have several clients who forget they have signed up with GoCardless and end up paying twice, which creates a lot of unnecessary work. The branding theme option is not viable in this situation.

  • Linda Koutsos commented  ·   ·  Report

    I agree - being able to link an email setting to an invoicing branding theme would be great. I have clients with two businesses operating under the one ABN and to be able to issue invoices from one branding theme with an email template that was specific to that businesses name would be great.

  • Michelle Hirons commented  ·   ·  Report

    This would be a very helpful feature. It's very confusing in contact set up between invoice and email template defaults especially if they're named similar. But our clients pay different ways and it would be great if the email template gave instructions based on a contact default.

  • Richard Fernando commented  ·   ·  Report

    We have different brands each having their own theme. The current system is very error prone. With Invoices sometimes being sent under the wrong brand for the client.
    (Also the ability to bulk authorise and send as one action, would make this easier )

  • Paul Mabin commented  ·   ·  Report

    We also have this requirement as a matter of urgency too. We have a few clients that require a different email template to be sent out to them, but cannot assign a different email template to their account automatically. Come on Xero, please include this function ASAP.

    It's clear that I'm not the only one requiring this functionality and the people listed here are likely to be a small fraction of the ones that must need this functionality.

  • Rory Watson commented  ·   ·  Report

    hi Kelly

    We have set the Currency and brand and theme but it still means we have to manually select our german or french template from the list of possible emails. It just seems strange we can set so many defaults but not the email content

    Hopefully you'll consider this in the future as it seems popular

  • Nakita Verster commented  ·   ·  Report

    We have client paying manually and others via debit order and need this as soon as possible. To do manual templates for every customer takes to long.

  • Andrew Coom commented  ·   ·  Report

    We would also love to have this functionality, as we have a different email template for insurance company customers vs private customers.