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Communications is where you manage everything Zenskar sends to your customers on your behalf: the content of transactional emails, the documents attached to them, who they are sent from, who receives them, and a log of what actually went out. It lives under More > Communications in the sidebar and, unlike most areas of the product, it is a single page with in-page tabs rather than a set of separate sidebar pages. The five tabs, in the order they appear, are:
  • Email Templates: the content and design of every transactional email Zenskar can send, one template per document type (invoice, payment reminder, usage report, and so on).
  • Email Alerts: automatic emails triggered by invoice lifecycle events, such as invoice generation, invoice approval, and an approaching or overdue due date.
  • Document Templates: the layout of the actual billing and legal documents (invoices, receipts, contracts) that get attached to emails.
  • Senders: the from-name and from-email your customer-facing mail is sent under, with domain verification so it does not land in spam.
  • Sent Emails: a read-only log of every email Zenskar has sent, with per-recipient delivery status.
Organizations on the earlier contract experience also see Usage Alerts, Segments, and Configurations tabs here. Those three are not part of the newer Contracts V3 experience, so they are not covered on this version of the docs.

Email templates

Design the subject, body, and attached document for every kind of transactional email, from invoices to custom emails.

Email alerts

Automatically send emails when an invoice is generated, approved, or approaches or passes its due date.

Document templates

Design the actual invoice, receipt, contract, or credit note documents that get attached to emails.

Senders

Set up and verify the from-identity your customer-facing email is sent under.

Sent emails

Look up any email Zenskar has sent and check its per-recipient delivery status.