Lesson 3 of 5 · 3 min

Emails and documents

The emails Offr sends for you, their look, the address they come from, and the invoice and receipt layouts.

Automation → Emails
app.offr.vereon.tech
Set upProductsDesignGrowAutomationReportsSettingsLearning
Emails
New email
AutomationsEmailsDocumentsActivity
Order confirmed · To customers
On its way · To customers
Team — new order · To your team
Automation, then Emails, lists every email Offr sends: To customers, like confirmations and “on its way”, and To your team. Like the rest of Automation, it's for owners and admins.
The Clay Room — thanks for your order TCR-K7QM
Thanks for your order
Hi Amy, thanks for your order TCR-K7QM — it's confirmed, and we'll let you know as soon as it's on its way.
2 × Speckled stoneware mug (Sage)
View your order
Open one to change its words, then press Test to see it in your own inbox. Original words puts a built-in email back as it was. You can delete one too, once no automation still sends it.
Automation → Emails → Email design
Before
To start with
Your business logo
Your shop page's colours
Footer: Sent by your business name
Email design
After
Your emails
Your logo, at the size you like
A header line, your colours
Your own footer
Email design, at the top of the Emails list, sets the logo, colours, header and footer for every customer email at once. Until you change them, they carry your logo and follow your shop page's colours. Your team's own emails keep Offr's look.
Settings → Email → Where your emails come from
Before
From Offr's address
The Clay Room via Offr
Replies come to you
Send from your own address
After
From you
The Clay Room <hello@yourstudio.co.uk>
In your own Sent folder
Your customers' emails come from Offr's address with your business's name on them, and replies come straight to you. Rather they came from your own address? They'll look more like you, and land in your own Sent folder.
Settings → Email
app.offr.vereon.tech
Set upProductsDesignGrowAutomationReportsSettingsLearning
Where your emails come from
Send me a test
…PaymentsDeliveryEmailWhatsAppPolicies…
Google · Connect Google
Microsoft 365 / Outlook · Connect Microsoft
Another email host (SMTP) · Set up SMTP
Your domain, through Offr · Use your domain
An owner or admin picks one under Send from your own address: Connect Google, Connect Microsoft, Set up SMTP for another email host, or Use your domain, through Offr. Then press Send me a test, up in Where your emails come from. If your mailbox ever stops letting Offr send, emails carry on from Offr's address and your To do says Reconnect.
Automation → Documents
Documents
Template
Base invoice
Always there
You
Redesign it
Or make a New document
Result
Every invoice
Built on it
Documents holds your invoice and receipt layouts. The base invoice is what every invoice is built on, unless you pick another in Invoices → Settings. It can be redesigned, never deleted.

Try it

Opens Offr. You'll be asked to sign in first; new businesses get a free week, no card needed.

Choose where your emails come from

Quick check

2 quick questions. Pick an answer and Offy will tell you how you did.

1. Can you delete the base invoice?

YesNo, but you can redesign it

2. You connect your Google mailbox and it later stops letting Offr send. What happens to customer emails?

They stop until you fix itThey carry on from Offr's address, and your To do says Reconnect

Try it in Offr, free for a week

Every lesson's Try it opens the real page, with Offy pointing the way.

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