Navigating and Customizing the Admin Portal

Admin Portal

  1. 1. Manage the Desired Email Template

    Manage the Desired Email Template

  2. 2. Click on Default to Modify the Default Template

    You can have more then 1 email template for each email. These email templates can be set to be sent to specific Agents/Companies

    Click on Default to Modify the Default Template

  3. 3. Click on Variables

    There are many variable in the system that will insert specific information about this agent/job

    Click on Variables

  4. 4. For this Example we will add the Order Details Link to the New Order Email

    Once you click the Variable it will be inserted into the Email Template

    For this example the variable is:

    "*OrderDetailsURL*" (no quotes required)

    For this Example we will add the Order Details Link to the New Order Email

  5. 5. Let's add some text and set the link!

    For this example we are adding the text "Click Here to View Your Order Details"

    Next select that text and click the link icon in the toolbar at the top of the page

    Let's add some text and set the link!

  6. 6. Click on Insert Link

    Click on Insert Link

  7. 7. Add the Variable to the URL Link

    Click OK after you have added the Variable

    Add the Variable to the URL Link

  8. 8. Click on Save Changes

    Click on Save Changes

  9. 9. Complete!

    Now we have added text to the agent letting them know there is a link to view order details!