Settings User Guide

How to Access Your Cemetery’s Email Settings

1. Select SETTINGS
2. If applicable, select the corresponding location
3. Click EMAIL SETTINGS

How to Edit Your Cemetery’s Aftercare Email Settings

1. Click the EDIT icon
2. Change the “Reply-to Email Address” to a monitored email, as recipients may reply to the Aftercare emails
3. Input the cemetery email address(es) you would like to receive copies of each email sent to the family:
   1. Copied (CC) on each email
   2. Blind copied (BCC) on each email*
   3. Daily Summary Recipients. This is the email address(es) that will receive a daily summary email of Aftercare emails being sent out from this location.
4. Click SAVE

BEST PRACTICE:
Add an email to the “Reply to” field that multiple members of your cemetery can access as families will respond to the Aftercare emails.

* Blind copy (BCC) allows you to be copied on the email, but the family remember receiving it will not see this information.

How to Access Your Cemetery’s Email Templates

1. Select SETTINGS
2. If applicable, select the corresponding location
3. Click EMAIL TEMPLATES

How to Edit the Post Viewneral Email to Attendees

1. Click EDIT
2. Select the checkbox if you would like to automatically send this email to attendees following a Viewneral
3. Include any text you would like in the corresponding text boxes (optional)
4. Click SAVE

How to Edit the Recording and Guest List Email to Family

1. Click EDIT
2. Include any text you would like in the corresponding text boxes (optional)
3. Click SAVE

How to Add a New Template to Your Cemetery’s Aftercare Templates

1. Click +ADD NEW
2. The default “-select-” allows you to create a new template or choose from the dropdown to modify an existing template (recommended)
3. Select Enable options
1. Check ENABLE FOR YOUR LOCATION to have this template available in Aftercare for the respective location
2. Check ENABLE AS DEFAULT to have the email automatically sent to families receiving aftercare
4. When creating a new template, input or select the following:
1. Name (title of the email)
2. Occasion
3. Frequency
4. Recipients (e.g. Primary Informant, Next of Kin, or both)
5. You may also edit the:
1. Subject Line
2. Copy
3. Style of the text for the body of the email
6. Click SAVE
7. Click BACK TO LIST

How to Access Your Cemetery’s Dropdown Options

1. Select SETTINGS
2. If applicable, select the corresponding location
3. Click DROPDOWN SETTINGS

How to Add an Interment or Funeral Home Location

1. Click ADD INTERMENT or FUNERAL HOME LOCATION 
2. Input the
1. Location Name
2. Street Address
3. City
4. State
5. Zip
3. Click SAVE

To add additional funeral home locations, click the corresponding ADD BUTTON and repeat the steps above.