Automated email template settings

This article describes all the options available when customizing automated notification emails and automated marketing campaigns. Several templates have the Email send rules setting that allows you to specify when your notifications will be sent out.

Field nameDescription
ACTIVATE EMAILTo allow this email template to be sent to clients, set the ACTIVATE EMAIL option to ON.

To deactivate this email template, set the ACTIVATE EMAIL option to OFF, then click OK in the confirmation window. This email template will no longer be sent to clients.

Email Send RulesSpecify when your email will be sent out. For example, in the Event Reminder Template email, you can set how many hours before the start of an event to send out a reminder email:

  • Send email in [number] hours before

You can send automated notifications to only specific client types or client groups.

  • Set the Send only to specific Client Types option to ON to send the automated notification to one or more client types.
    • Select which client types will receive the automated notification by setting the appropriate options to ON. If you want to send the automated notification to all client types, set the Select All option to ON.
  • Set the Send only to specific Client Groups option to ON to send the automated notification to one or more client groups.
    • Select which client groups will receive the automated notification by setting the appropriate options to ON. If you want to send the automated notification to all client groups, set the Select All option to ON.

NoteIf you have selected multiple client types and/or client groups, the email will send only to clients who fall under both categories. For example, if you choose to send the notification to two different client groups and a client is only in one of the client groups, they will not receive the notification.

NoteThis setting also applies to SMS and Push notifications.
From nameThe name that is displayed when a client receives an email from your business. In general, you should enter the name of your business, for example:

  • Tampa Jiu-Jitsu
  • Quarter Moon Yoga

By default, this is taken from your business email settings.

From email addressThe email address that is used when the client replies to your automated email, for example:

  • info@tampajiujitsu.com
  • frontdesk@quartermoonyoga.com

By default, this is taken from your business email settings.

Send CC/BCCYou can CC or BCC email addresses on automated marketing campaigns to ensure that you and your staff members receive a copy of the campaign each time it is sent out. Select one of the following options from the list:

  • Do Not Send CC/BCC – Do not add a CC or BCC to the email.
  • Send BCC – Send a copy of the email to other email addresses. Recipients of this email cannot see who has been BCC‘d on the email.
  • Send CC – Send a copy of the email to other email addresses. Recipients of this email can see who sent the email and who is CC‘d on the email.
Recipient email addressThis field is displayed when the Send CC or Send BCC option is selected. Enter the email addresses of any recipients to whom the automated email should be sent as a CC or BCC. To enter multiple email addresses, use commas to separate entries.
SubjectThe subject line of the email. This is what the client sees first when the email is displayed in their inbox.
Was this article helpful?
(116 out of 121 people found this article helpful)
Cancel