How to configure email management in Jewely HBJO

Introduction to email management

The section Email management Jewely HBJO allows you to configure automated emails sent by your jewelry ERP: order confirmations, quotes, after-sales service notifications, and customer communications. You can customize email templates and sending parameters.

Configuring the outgoing mail server (SMTP)

1. Access My account > Email management
2. Click on SMTP settings
3. Enter your sending server information:

• SMTP Server : server address (e.g., smtp.gmail.com)
• Port : 587 (TLS) or 465 (SSL)
• Identifier : sender's email address
• Password : password or application key
• Sender's name : name displayed in emails (e.g., "Dupont Jewelry")

Email templates available

Jewely HBJO offers pre-configured models for each type of communication:

• Sales confirmation sent automatically after each sale
• Sending quotes : quote or estimate sent to the client
• Customer Service Notification : monitoring of jewelry repairs and workshops
• Customer follow-up Reminder for pending orders:

Customize an email template

1. Select the model to modify from the list
2. Edit the subject and body of the message
3. Use the available variables: {customer_name}, {amount}, {reference}, {date}
4. Preview the rendering before saving
5. Click on Save the template

Advice

• Test your SMTP settings by sending a test email from the interface.
• Personalize the designs with your jewelry store's name and logo.
• Activate automatic confirmations after each sale to build customer loyalty.