How can I customise the emails I send from TouchRight?

You can send a variety of different emails from your TouchRight account, including appointment reminders, report links/PDF, comment requests and self-service remote reports.

You can set up and customise any number of email templates in your account. To access the email templates simply follow these steps (Account Owners only):

• Click on 'Account' on the left hand side menu, then 'Email Templates' from the dropdown menu.

• Select the 'Add Email Template' located on the right inside the grey banner.

• Name the template, and select the type of template you are creating so it's available to you.

• Add your wording, using the tags where necessary to automatically add in the name of the tenant/landlord, property address, expiry date etc.

• Press Save when done.

• This template will then be available for you to select when you are sending out that type of email from your account.

• Use the pencil icon to edit the template, and the bin icon to delete the template if no longer required.

• Related Articles

• How can I change my email settings if I am sending emails from TouchRight?

  Configure your email settings within your TouchRight account, to send emails using your own email server. It's possible to send a number of different emails from your TouchRight account, for example: Email an appointment reminder to tenant or ...

• Can I customise the appearance of my Report PDFs?

  Account Owners can change formatting settings to create uniquely branded reports, from bold, coloured and shaded text through to full document watermarks or specific cover images for certain types of reports. You can see a fully branded report ...

• How do I customise the account to add company branding and colours?

  New to TouchRight? Customise your account so reports can display your company branding: Logo, bespoke colour scheme, industry accreditations and more. Click the ‘Account’ tab on the left menu and choose ‘Settings’ from the menu. In Account Settings ...

• How can I add my own disclaimers/terms and conditions to reports?

  You can customise your account so that the reports you generate display specific company terms and conditions. Please note: that only the Account Owners have permission to do this. Two steps: Create the disclaimers in your TouchRight account Select ...

• User Profile has been Blocked

  As part of our enhanced security measures, if a user enters the incorrect login information a number of times to gain access to TouchRight their profile will become blocked. Simplest Option The user simply needs to tap the forgotten password link in ...