Automated email template settings

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

Field nameDescription
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 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.
SUBJECTThis is displayed in the subject field of the email and is generally considered the title of the email. The subject is what the client sees first when the email is displayed in their inbox.
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 EMAILThe 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 your email address on automated marketing campaigns to ensure that you 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 CC - Send a copy of the email to another email address. Recipients of this email can see who sent the email and who is CC’d on the email.

Send BCC - Send a copy of the email to another email address. Recipients of this email cannot see who has been BCC’d on the email.
RECIPIENT EMAIL ADDRESSThis field is exposed when the Send CC or Send BCC option is selected. This is the email address the automated email should be sent to as a CC or BCC.
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