{"id":64484,"date":"2024-04-24T15:44:31","date_gmt":"2024-04-24T14:44:31","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=64484"},"modified":"2024-04-24T15:44:31","modified_gmt":"2024-04-24T14:44:31","slug":"customising-osprey-automated-emails-3","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/customising-osprey-automated-emails-2\/","title":{"rendered":"Customising Osprey Automated Emails"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will demonstrate how to set up automated emails to send from Osprey<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Osprey offers a number of automated emails when actions are performed, from reassigning a keydate to another fee earner, to resetting passwords for clients and associates to access the Client Web Portal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can amend these templates, and add an email signature, to meet your requirements.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Accessing Email Setup<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To customise the emails, go to Supervisor &gt; System Setup &gt; Email Setup.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a354b2de5c28&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a354b2de5c28\" class=\"wp-block-image size-full is-resized wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"558\" height=\"535\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/Picture32-1.png\" alt=\"\" class=\"wp-image-64485\" style=\"width:328px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/Picture32-1.png 558w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/Picture32-1-300x288.png 300w\" sizes=\"auto, (max-width: 558px) 100vw, 558px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select an email area, then relevant Addressee.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"272\" height=\"184\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/Picture33-1.png\" alt=\"\" class=\"wp-image-64486\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Email body will populate with default text. This can be amended.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"675\" height=\"285\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/Picture34-1.png\" alt=\"\" class=\"wp-image-64487\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/Picture34-1.png 675w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/Picture34-1-300x127.png 300w\" sizes=\"auto, (max-width: 675px) 100vw, 675px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Adding Mergefields<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To add personal element to the system emails, you can use mergefields to merge information from the client&#8217;s file, such as their name or email address. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To do this, click on the Fields dropdown. Select the field. This will now be placed at the end of the Email body. This can be moved to your preferred location.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"481\" height=\"181\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/Picture35-1.png\" alt=\"\" class=\"wp-image-64488\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/Picture35-1.png 481w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/Picture35-1-300x113.png 300w\" sizes=\"auto, (max-width: 481px) 100vw, 481px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Adding a signature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each email can have its own personalised signature. Enter this into the Signature area. Click Save to store the changes.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"561\" height=\"394\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/Picture36-1.png\" alt=\"\" class=\"wp-image-64489\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/Picture36-1.png 561w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/Picture36-1-300x211.png 300w\" sizes=\"auto, (max-width: 561px) 100vw, 561px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This guide will demonstrate how to set up automated emails to send from Osprey Osprey offers a number of automated emails when actions are performed, from reassigning a keydate to another fee earner, to resetting passwords for clients and associates to access the Client Web Portal. You can amend these templates, and add an email [&hellip;]<\/p>\n","protected":false},"author":5728,"featured_media":0,"template":"","categories":[179],"tags":[],"class_list":["post-64484","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-system-setup"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Customising Osprey Automated Emails | This guide will demonstrate how to set up automated emails to send from Osprey<\/title>\n<meta name=\"description\" content=\"A step-by-step guide demonstrating how to set up automated emails to send from Osprey\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/customising-osprey-automated-emails-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customising Osprey Automated Emails | This guide will demonstrate how to set up automated emails to send from Osprey\" \/>\n<meta property=\"og:description\" content=\"A step-by-step guide demonstrating how to set up automated emails to send from Osprey\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/customising-osprey-automated-emails-2\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; 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