{"id":8658,"date":"2024-12-11T21:59:00","date_gmt":"2024-12-11T21:59:00","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8658"},"modified":"2025-08-11T21:46:52","modified_gmt":"2025-08-11T21:46:52","slug":"personaliza-plantillas-envio-correos-electronicos","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8658","title":{"rendered":"Personaliza las plantillas de env\u00edo de correos electr\u00f3nicos"},"content":{"rendered":"\n

Una plantilla de correo electr\u00f3nico es un formato preestablecido que incluye el mensaje que se enviar\u00e1 por correo<\/strong>, se utiliza al momento de enviar un nuevo documento administrativo a tu cliente.<\/strong> <\/p>\n\n\n\n

El sistema ya cuenta con plantillas predeterminadas por tipo de documento, sin embargo puedes personalizarlas seg\u00fan tus necesidades<\/strong>.<\/p>\n\n\n\n

\n\n\n\n

Personaliza el template del correo electr\u00f3nico<\/h3>\n\n\n\n
    \n
  1. Desde el panel principal haz clic en el men\u00fa de Configuraci\u00f3n.<\/strong><\/li>\n\n\n\n
  2. Da clic en Preferencias > Correos Electr\u00f3nicos.<\/strong><\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
      \n
    1. Haz clic en el campo de texto correspondiente para personalizados:\n
        \n
      • Nombre de remitente: <\/strong>Es el nombre que aparecer\u00e1 como el emisor en el correo que recibe tu cliente. El sistema asignar\u00e1 autom\u00e1ticamente este campo con el nombre de tu empresa registrado al momento de crear tu cuenta.<\/em><\/li>\n\n\n\n
      • Correo remitente<\/strong>: Es la direcci\u00f3n de correo electr\u00f3nico desde la cual se enviar\u00e1 el mensaje al cliente.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
          \n
        1. Elige la opci\u00f3n de correo que deseas editar y haz clic en Editar Template <\/strong>(podr\u00e1s observar dentro de la vista previa el mensaje predeterminado del sistema).\n
            \n
          • Nueva Factura.<\/strong><\/li>\n\n\n\n
          • Nueva Recepci\u00f3n.<\/strong><\/li>\n\n\n\n
          • Nueva Cotizaci\u00f3n.<\/strong><\/li>\n\n\n\n
          • Nuevo Usuario.<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
              \n
            1. Se abrir\u00e1 una ventana donde podr\u00e1s personalizar el Asunto<\/strong> y el Mensaje<\/strong> del correo seg\u00fan tus necesidades.<\/li>\n\n\n\n
            2. Puedes agregar una variable<\/strong> en el template que estas editando:\n
                \n
              • Coloca el curso<\/strong>r donde quieras agregar la variable, puede ser en el asunto o cuerpo del correo.<\/li>\n\n\n\n
              • Selecci\u00f3nala <\/strong>del listado.<\/li>\n\n\n\n
              • Haz clic en Insertar Variable<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
              • Una vez finalizada la edici\u00f3n, haz clic en el bot\u00f3n Guardar. <\/strong><\/li>\n<\/ol>\n\n\n\n
                \"\"<\/figure>\n\n\n\n

                Se confirmar\u00e1 la personalizaci\u00f3n con la notificaci\u00f3n: \u201cDatos guardados con \u00e9xito.\u201d<\/strong><\/p>\n\n\n\n

                \"\"<\/figure>\n\n\n\n
                  \n
                1. Si requieres editar otro template, solo repite el proceso anterior.<\/strong><\/li>\n<\/ol>\n\n\n\n
                  \n\n\n\n

                  Personaliza la firma a tus correos<\/h3>\n\n\n\n
                    \n
                  1. Desliza hacia abajo y ubica el campo de Firma de Todos los Correos.<\/strong><\/li>\n\n\n\n
                  2. Haz clic dentro del campo de texto y escribe tu firma como desees (Solo se permite ingresar texto).<\/li>\n\n\n\n
                  3. Finaliza dando clic en el bot\u00f3n Guardar.<\/strong><\/li>\n<\/ol>\n\n\n\n
                    \"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

                    Una plantilla de correo electr\u00f3nico es un formato preestablecido que incluye el mensaje que se enviar\u00e1 por correo, se utiliza al momento de enviar un nuevo documento administrativo a tu cliente.  El sistema ya cuenta con plantillas predeterminadas por tipo de documento, sin embargo puedes personalizarlas seg\u00fan tus necesidades. Personaliza el template del correo electr\u00f3nico Se confirmar\u00e1 la personalizaci\u00f3n con la notificaci\u00f3n: \u201cDatos guardados con \u00e9xito.\u201d Personaliza la firma a tus correos<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,22],"tags":[30],"class_list":["post-8658","post","type-post","status-publish","format-standard","hentry","category-academia","category-primeros-pasos","tag-facil"],"aioseo_notices":[],"yoast_head":"\nPersonaliza las plantillas de env\u00edo de correos en docDigitales<\/title>\n<meta name=\"description\" content=\"Personaliza seg\u00fan tus necesidades los templates para el env\u00edo de documentos a tus clientes v\u00eda correo electr\u00f3nico en docDigitales\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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