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Topic · 11 guides

Emails and messages

Your sending domain, the emails customers get, and the inbox.

  • 11 guides
  • About 47 minutes in all
  • Updated 3 Nov 2026
Start with Set up your sending domain

Four guides, in the order you’ll use them

I want to email my customers
  1. GUIDE 1 · 5 MIN

    Set up your sending domain

    Send customer emails from your own address: walk through the guided setup, add and verify the DNS records, then add DMARC and branded links.

    Start guide 1

    YOU’LL BE ABLE TO

    • Complete the guided email setup
    • Add and verify the required DNS records
    • Add DMARC and review stronger policies
  2. GUIDE 2 · 4 MIN

    Set sender details, replies, and email copies

    Set the name customers see and where replies go, capture replies on orders and POs, prefill CC and BCC, or pause every customer email at once.

    Start guide 2

    YOU’LL BE ABLE TO

    • Change the sender name and the reply-to addresses
    • Turn on Receive replies so replies land on orders, quotes and purchase orders
    • Prefill CC and BCC shop-wide or per brand and location
  3. GUIDE 3 · 5 MIN

    Choose which emails go out, and when

    See which emails OrderPilot sends by itself and why, pick the status that sends each one, and switch on creation emails and quote reminders.

    Start guide 3

    YOU’LL BE ABLE TO

    • Match each email to its trigger
    • Choose status and creation-email rules
    • Control emails for staff status changes and signed copies
  4. GUIDE 4 · 5 MIN

    Edit and publish your email designs

    Pick your email theme, change an email's subject, blocks and details, preview it on a real order, then test and publish it so customers get it.

    Start guide 4

    YOU’LL BE ABLE TO

    • Choose an email theme and edit the design
    • Insert order details and preview a quote or order
    • Test and publish the draft

For when you need them

Basics

The everyday jobs, start to finish.

Advanced

Setup done once, and the power-user jobs.

Situations

The same features, used for a different job.

Other topics

Get startedQuotes and ordersPayments and signaturesShowroom (POS)PurchasingInventory and costsCatalogStatuses and workflowCustomers and portalOnline storeBrandingWarranty and serviceTeam and permissionsSettings and integrationsReports

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