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Setup Guide ยท Email

Editing email templates.

Bidsquare sends a range of system-generated emails โ€” verifications, bid notices, approvals, invoices and more. Every one is an editable template. This guide shows you where to find them, how each one is triggered, and how to edit and test them safely.

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Where to find your templates

All editable emails live in one place in your admin.

START HERE

Bidsquare has a range of system-generated emails that you can edit as templates. Each one is sent automatically (or, in a few cases, manually) in response to something a buyer, consignor, or staff member does. You control the wording and subject line of every one.

Settingsโ€บAuction Settingsโ€บEmail Settings

Open the Email Settings page and you'll see the full list of templates, grouped into sections โ€” General, Auction General, Live Auction, Timed Online Auction, Buy Now Auction, Invoicing, User, Header & Footer, and Notifications. The reference tables below list every template, when it's sent, and which plans it applies to.

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This is the same place SMTP credentials live

Editing what your emails say happens here, in Email Settings. Controlling the address they're sent from is a separate step โ€” see the SMTP Email Relay Setup guide.


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Three things to know before you edit

Read these first โ€” they explain behavior that surprises people.

READ THIS

1 ยท Foreign-language translations in default templates

Some default templates include additional foreign-language translations. These translated versions are only sent to users who have selected that language as their default in their account, and only if your website is configured for multi-language support. If you're editing a template, you can safely ignore these blocks or remove them entirely, leaving only the English-language version.

2 ยท Bidsquare and White-Label users both receive these

Templates are sent to both Bidsquare and White-Label (your own branded site) users, if you list events on both. The header and footer branding adapts to where the action happened: an email triggered from an action on Bidsquare.com carries Bidsquare branding, while White-Label emails carry your own branding, separate from Bidsquare's.

3 ยท How "Send Test" behaves

When you use Send Test, the email is sent as though it had been triggered by a Bidsquare user โ€” so it's there to let you verify the copy and subject line, not the final branding. You may see a slight difference between the expected White-Label branding and the test email. Test emails also ignore dynamic content, so you may see merge tags (for example {first_name}) where real content would normally appear.


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Editing and testing a template

A safe, repeatable routine for every change.

HOW-TO
1
Open the template
In Settings โ€บ Auction Settings โ€บ Email Settings, find the template in its section and open it. Use the reference tables to confirm what triggers it before you change a word.
2
Edit the subject line and body
Change the wording to match your house voice. Leave merge tags (like {first_name} or {invoice_html}) exactly as they are โ€” they're replaced with real content when the email is sent.
3
Remove unused translations (optional)
If you don't serve Thai- or Chinese-speaking bidders, you can delete those language blocks and keep only the English version. See Translations below.
4
Send a test to yourself
Use Send Test to check the copy and subject line. Remember: branding and dynamic content won't be final in the test โ€” you're proofreading the words.
5
Save
Save the template. The new wording applies to every future email of that type.
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Keep merge tags intact

Merge tags in curly braces are placeholders for real data. Deleting or mistyping one (for example {invoice_html} in the Email Invoice template) can break the email. Edit the words around them, not the tags themselves.


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Every template, and when it's sent

What triggers each email, and which plans it applies to.

REFERENCE
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What "Plans" means

Bidsquare comes in three tiers โ€” Bidsquare Marketplace, White-Label and Vault. The Plans column shows where each template applies. All plans means Bidsquare Marketplace, White-Label and Vault; some templates are Vault-only or apply to your White-Label and Vault tiers (White-Label ยท Vault).

General templates

TemplateWhen it's sentPlansNotes
Email VerificationWhen a user creates their own account on the websiteAll plans
Password ResetWhen a user wants to reset their passwordAll plans
Welcome EmailWhen a user completes signing up on the websiteAll plans
Complete RegistrationWhen a user's profile is incompleteAll plansCan also be triggered manually with Send Sign-Up Email โ€” for example, when uploading users in bulk.
Invalid Mobile NumberWhen a user adds an invalid phone number and opts in to SMS remindersAll plans

Auction general

TemplateWhen it's sentPlansNotes
Auction RegistrationWhen a user registers for an auctionAll plansOnly sent if the user does not qualify for auto-approval (CC-Verified or Preferred Bidder). Once approved, they get an approval email based on the event type (below).
Auction Registration UnapprovedWhen you unapprove a user's registrationAll plans
Absentee Bid ConfirmationWhen a user places an online absentee bidAll plans
Absentee Bid OutbidWhen a user is outbid on an itemAll plans
Regular Bid ConfirmationWhen a user places a straight bid onlineAll plans
Regular Bid OutbidWhen a user is outbid after placing a straight bidAll plans
Lot Updated NotificationWhen an item on a user's watchlist (or one they've bid on) is updated by the auction houseAll plans
Bidder ReviewWhen Bidsquare adds a Bad Bidder flag โ€” sent to the seller's admin primary account emailAll plans
Lot ShareWhen a user shares a lot by email from the lot detail pageAll plans
High Bidding Limit NotificationWhen a bidder tries to bid over their limit โ€” sent to the admin primary account emailAll plans
Conditional Report DownloadWhen a user presses "download condition report" on an item detail pageAll plansThe auction house must have uploaded a condition-report file to the item for this to work.
Auction Reminder for ConsignorManually triggered for selected consignments from the Consignment tab batch actionVaultOnly available when the auction is Upcoming or Started. Sent to selected consignors with details of their items in that event.
Post Auction Sales Report for ConsignorManually triggered for selected consignments from the Consignment tab batch actionVaultOnly available when the auction is Closed. Shows each consignor their items, including hammer price where sold.

Live auction

TemplateWhen it's sentPlansNotes
Auction Registration ApprovalWhen you approve a user's registrationAll plans
Auction Registration ReminderWhen a Live auction the user registered for is about to startAll plans
You Won NotificationWhen a user wins an itemAll plansTriggered the moment an item is sold to a registered bidder from the Live Console. This template can be disabled.

Timed online auction

TemplateWhen it's sentPlansNotes
Auction Registration ApprovalWhen you approve a user's registrationAll plans
Auction Registration ReminderWhen a Timed auction the user registered for is about to startAll plans

Buy Now auction

TemplateWhen it's sentPlansNotes
Auction Registration ApprovalWhen you approve a user's registrationAll plans
Auction Registration ReminderWhen a Buy-Now event the user registered for is about to startAll plans
Buy Now ConfirmationWhen a user buys an item from a Buy Now eventAll plans
Buy Now Seller NotificationWhen a user buys from a Buy Now event โ€” sent to the auction house primary admin account emailAll plans

Invoicing

TemplateWhen it's sentPlansNotes
Email InvoiceWhen you send an invoice to a winning userAll plansThe body contains an HTML rendering of the user's invoice via the {invoice_html} merge tag.
Payment ConfirmationSent to the buyer after they pay the invoice amountAll plansCan also be triggered manually when recording a manual payment against an invoice in the admin.
Invoice Payment ReminderSent automatically per the thresholds set in your Invoice Reminder settingsAll plans
Email SettlementSends the settlement statement to the consignorVault

User

TemplateWhen it's sentPlansNotes
User FlagWhen you add a Bad Bidder flag to a user's account โ€” sent to the userAll plans
CC VerificationWhen a user adds credit-card information that cannot be verified โ€” sent to the userAll plans
Phone Bidder ConfirmationAvailable to trigger manually when phone bids are addedAll plans

Header & footer

TemplateWhat it doesPlansNotes
HeaderAdds your custom branding to the header of White-Label and Vault emailsWhite-Label ยท VaultRegardless of what you add here, Bidsquare users always receive Bidsquare-styled emails containing the auction house's logo and branding.
FooterAdds your custom branding to the footer of White-Label and Vault emailsWhite-Label ยท VaultAs above โ€” Bidsquare-triggered emails keep Bidsquare branding by default.

Notifications

TemplateWhen it's sentPlansNotes
Add Preferred BidderWhen you mark a user as a "Preferred Bidder"All plansAlso triggered when uploading or updating user accounts by CSV if the Preferred column is filled.

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Translation tags

Thai and Chinese blocks, and how to handle them.

OPTIONAL

Many default templates contain Thai and Chinese translations alongside the English content. These only appear to bidders whose account language is set to Thai or Chinese โ€” every other bidder sees the English version only. No other languages are provided by default.

If you don't serve Thai- or Chinese-speaking customers and prefer cleaner templates, you can safely remove the translation tags from any template when editing it โ€” leave only the English content and it will display correctly for everyone.

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Adding another language

To add a translation for a different language, follow the same tag structure used by the Thai and Chinese blocks, with your translated copy. This is an advanced customization โ€” if you need a hand with the tag format, contact support before you start.


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Need a hand?

We're happy to walk you through any template before you change it.

SUPPORT
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Talk it through with us

Email support@bidsquare.com or call 1-800-657-0092 (9:00amโ€“5:30pm). If you're also setting up your own sending address, pair this with the SMTP Email Relay Setup guide.