To learn more about confirmation templates and pages, including how to choose your default settings, check out this guide first. To learn how to select a custom confirmation template when building something, check out the appropriate guide below:
Creating custom confirmation templates
You may wish to create a custom confirmation template for a specific purpose. For example, if some of your clients primarily speak Spanish, you might create a template named "Invoice Confirmation (Spanish)" and attach it to any invoice that you send to those clients.
To get started, visit Templates -> Confirmation and click on the existing template in the list or click on "Add Template" to create one from scratch:
Next, give your template a name and enter the relevant information. Note that you can include links, images, and other formatting in the page:
You can also use the placeholders mentioned on the page, below the text box. In the example above, we've used CLIENT_PREFERRED_NAME, which gives us the following result if the client's name is Mandy:
Comments
3 comments
Hello,
Is there a way to show the invoice on the client confirmation screen?
If I don't have the Preferred Name filled out, but my email templates start with Hi CLIENT_PREFERRED_NAME, what name is used? Does it default to CLIENT_FIRST_NAME?
Hello, I'm new and setting up my confirmation templates. There is an icon to upload an image and when I upload it doesn't stay. Also, is there a way to delete a confirmation template, I've made a bunch of copies accidently. Is the only option to archive?
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