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HelpdeskAgentdevTesoro 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
Setting Description
Company Logo Max 1 MB image
Activate / Deactivate On/off for the entire company
Header Text Rich text at the top of every transactional email
Footer Text Rich 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.