This article describes all the options available when customizing automated notifications and automated marketing campaigns. Several templates have the SEND RULES setting that allows you to specify when your notifications will be sent out.
NoteWhen you set the Email send rules for an automated notification or automated marketing campaign, the rules are also applied to the SMS message and push notifications for that automated notification or marketing campaign. For example, if you set the email notification to be sent only to a specific client group, the SMS message and push notification are sent only to that specific client group as well.
| Field name | Description |
| Activate email | To 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. |
| SEND RULES | Specify 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:
You can send automated notifications to only specific client types or client groups.
NoteIf you have selected multiple client types and/or client groups, the email will only be sent 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, the client will not receive the notification. NoteThis setting also applies to SMS and Push notifications. |
| From name | The 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:
By default, this is taken from your business email settings. |
| From email address | The email address that is used when the client replies to your automated email, for example:
By default, this is taken from your business email settings. |
| Send CC/BCC | You 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:
|
| CC recipient/BCC recipient | This 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. |
| Subject | The subject line of the email. This is what the client sees first when the email is displayed in their inbox. |
