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Helpdesk Agent dev Tesoro CRM

Transactional Emails: Branding for System Emails

Transactional emails are system emails that Tesoro sends automatically on behalf of your company: lead notifications, portal account invitations, viewing confirmations. One central place for logo + header + footer.

  • Initial setup, include your logo
  • Change address details that appear in the footer
  • Temporarily disable transactional emails for maintenance
SettingDescription
Company LogoMax 1 MB image
Activate / DeactivateOn/off for the entire company
Header TextRich text at the top of every transactional email
Footer TextRich text at the bottom of every email

  1. Go to Email Settings → Transactional Email tab.
  2. Click the upload area under Company Logo.
  3. Select an image (max 1 MB, JPG/PNG/SVG).
  4. Save.

The logo appears above every transactional email.

Rich text editor with formatting (bold, italic, links, lists). Examples:

Header: “Thank you for your interest in Calida Prestige Estates. Below you will find…”

Footer: “Calida Prestige Estates · Calle Mayor 15, Moraira · +34 965 123 456 · www.calidaprestige.es · KvK 12345678”

The Activate toggle means transactional emails are sent. Off means the system sends nothing, which can cause disruptions for lead notifications or portal flow.

  • Creating a portal user → welcome email with temporary password
  • Lead notification to agent for new lead
  • Viewing request confirmation
  • Viewing status change
  • Password reset emails
  • Verification codes

Customizing the texts themselves is done via Settings → Email Templates (search for transactional). Header/footer/logo are company-wide branding.