Keepin’ It Digital
In the above video I go through all the steps and information you will need in order to set up your emails in Fishbowl, this way customers and suppliers will have up to date information every step of the way.
If you don’t wish to watch the video I have outlined the steps and information below. If you have any questions don’t hesitate the Fishbowl office on 1300 785 755 in Australia or 0800 785 755 in New Zealand.
In Fishbowl you can set up a company wide email or you can have an email set up for each user. Let’s go over those steps now.
Company Wide Email
As long as you have sufficient User Rights you can go to the Setup dropdown menu and select Company. Once here select the Email tab and you will see all the information you need in order to send emails from Fishbowl, if you do not know this information, please contact your IT professional first.
Not all fields are required and you can set whether or not you would like to receive a copy of the sent email by checking the BCC Sent Receipt checkbox. You can also choose the name in which to send the emails, this will avoid any confusion for your customers or suppliers.
Once you have filled out the information you can then test to see if Fishbowl is sending emails using the Send Test button. If you receive an error, please ensure you have configured the email settings correctly and test again. If you are certain that the settings are correct please contact your IT professional to ensure that the email you are sending is configured to send emails.
If the test works but a supplier or a customer does not receive an email, have them check their spam or clutter folders, and ensure that their IT Professional whitelists your email address if your emails are being blocked or rejected.
Per User Email
The settings will be the same for this email as the company wide email settings but will overwrite these settings for the user that is logged into Fishbowl. This is useful if you wish to send emails from different addresses for different stages of your business. This can include sending emails from Sales to confirm online orders and another email that confirms that the order has been dispatched.
To setup the per user email settings, go to the Tools dropdown menu and select Program Options. Then select the Email tab and fill out the required information. On both the Company Wide email and the Per User email you have the ability to use custom email templates to pre fill basic information and layout.
Customisable Email Templates
In Fishbowl you can have emails prepopulate basic information including Order Number, Date, Bill to Name, and more. Also pre fill the subject line and whom the email is being sent to, and here is a full list of information and basic templates for each possible email template in Fishbowl. In the latest versions of Fishbowl (post Fishbowl 16.11), you can use HTML Markup in order to create emails that match your company’s branding. These emails can be created by web designer or by the talented marketing person at Fishbowl and can be made to almost any specification.
If you want a customised email template or have a question, do not hesitate to call the office on 1300 785 755 in Australia and 0800 785 755 in New Zealand.