Updating headers and footers on email templates

Updating headers and footers on email templates


Updating the header and footer images on email templates

TBN allows you to customize email header and footer images either at the email setup level—used by default in newly created templates—or within individual templates themselves. This gives you a powerful way to tailor templates to specific organizations or customer groups while keeping your branding fresh and relevant.

In this video, we’ll show you how it’s done.

Overview

This module covers how to configure your default email header and footer images within OpsDriver. These images are included in every outbound system email and help maintain consistent branding across your communications.

1. Where to Configure These Settings


Navigation Path:

  1. Go to Company Setup

  2. Then Email Setup

  3. Select Email Settings


This is where you set the default header and footer used in every email sent through TBN.

2. Understanding Header and Footer Placement

  • Header Image: Appears at the top of your emails.

  • Footer Image: Appears at the bottom of your emails.

  • You will see:

    • Header upload on the left

    • Footer upload on the right


These images become the default layout across all automated or manually triggered emails unless overridden in individual templates.

3. File Requirements


Hover over the helper text icons next to the upload boxes for detailed requirements, including:

  • Accepted image formats (e.g., PNG, JPG)

  • Recommended pixel dimensions for best results


Staying close to the recommended pixel size helps avoid blurring or stretching of your images.

4. Uploading and Updating Files


To upload or update:

  1. Click the Upload button next to either header or footer

  2. Select your image from your device

  3. To change an image, click Remove, then upload a new one


Make sure the image files are branded and formatted consistently with your organization’s design guidelines.

5. Legal Disclaimers and Company Signature


Below the image settings, you will also see:

  • A Legal Disclaimer field

  • A Company Signature field


These are automatically added to the bottom of every email and can include:

  • Your business contact information

  • Legal terms

  • Email signature or company tagline

Best Practices

  • Use images that are well-designed and legible on both desktop and mobile email clients

  • Match the header and footer styles to your brand colors and fonts

  • Keep file sizes small to avoid email loading delays

  • Preview your emails after updating these settings to ensure the layout appears correctly



    • Related Articles

    • Default Email Templates in Email Settings

      Understanding the default email templates in email settings TBN's email functionality makes communicating with customers easier than ever. In this video we will show you how the default email templates are used in the system and when they are ...

    • Pricing Calendar Templates

      Pricing Calendar Templates Overview This module explains how to use Pricing Calendar Templates in OpsDriver to streamline and automate the creation of pricing events. Templates allow you to consistently apply markups or pricing logic across different ...

    • AI Tools in Email Template Creation

      AI Email Assistant AI is revolutionizing the way we work, and TBN is leading the charge with the first of many exciting AI enhancements to our platform! We’re thrilled to introduce Generative AI, seamlessly integrated into TBN to supercharge your ...

    • Basic OpsDriver Setup

      Basic OpsDriver Setup Overview This module outlines the key steps for configuring your TBN OpsDriver account, including general settings, driver timing configurations, invoice defaults, and email templates. It’s designed to build on your existing ...

    • Deleting or Changing Calendar Markup Events

      Deleting or changing calendar markup events <br> Overview This module explains how to modify or delete markup events in the Pricing Calendar within OpsDriver. These adjustments help you keep your pricing aligned with real-time changes in ...