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- automatically triggered on an event - example sales order dispatch
- When a user initiates an action - example "send copy of invoice"
- When the user decides to send and email and chooses from a template to send.
Email Templates can can use a standard company footer and include an opt-out link. Tags are used to merge in personal information (customer name, order number etc) to the header and email body and you can create rich html emails with images and links and preview or send a test message while building the templates. See also Email Templates and also SMS Module