Changes

1,127 bytes added , 2 months ago

no edit summary

Line 1: Line 1: +

+

+

</translate>

{{#seo:

|title=Custom Email custom feature - SimplyBook.me

Line 4: Line 7:

|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, email customization, custom email, adjusting email look, custom email look, customized emails, nice-looking emails,

}}

+

+

[[File:Custom email logo.png|left]] Would you like to send your clients and staff attractive email notifications with own customizable branding, links, buttons, and many other options? Enabling this custom feature gives you access to the HTML editor where you can easily drag and drop various content blocks, add images, text, contact details, etc. Please just mind that the booking or purchase related content, as well as adding of the corresponding variables is to be edited either in Settings -> Email and SMS settings if you are using common appointent notification templates, or in the specific custom feature settings in case you have customized notifications.

+

+

'''Please note!''' This custom feature is available with paid subscriptions only.

+

+

'''Video tutorial available''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=3GZJzUrm0cs]]

−

'''Please note'''

+

−

Currently available customization is present for the following email templates:

+

'''Please note!'''

+

Currently available customization is present for the following email templates:

* Main booking-related notifications from Settings -> Email and SMS Settings;

−

* Invoices emails from [[Accept_payments_custom_feature|Accept payments]] custom feature;

+

* [[Special:MyLanguage/Group_Bookings_custom_feature|Group bookings]] custom feature notifications;

−

* [[Group_Bookings_custom_feature|Group bookings]] custom feature notifications;

+

* [[Special:MyLanguage/Multiple_Bookings_custom_feature|Multiple bookings]] custom feature notifications;

−

* [[Multiple_Bookings_custom_feature|Multiple bookings]] custom feature notifications;

+

* [[Special:MyLanguage/Client_Login_custom_feature|Client login]] custom feature notifications;

−

* [[Client_Login_custom_feature|Client login]] custom feature notifications;

+

* [[Special:MyLanguage/Membership_custom_feature|Membership]] custom feature notifications;

−

* [[Membership_custom_feature|Membership]] custom feature notifications;

+

* [[Special:MyLanguage/Packages_custom_feature|Packages]] custom feature notifications;

−

* [[Packages_custom_feature|Packages]] custom feature notifications;

+

* [[Special:MyLanguage/Tickets_custom_feature|Tickets]] custom feature notifications;

−

* [[Tickets_custom_feature|Tickets]] custom feature notifications;

+

* [[Special:MyLanguage/Coupons_and_Gift_Cards_custom_feature|Coupons & Gift Cards]] custom feature notifications(both: client side purchase on Custom features page and admin side manual issuing in coupons and gift cards management);

−

* [[Coupons_and_Gift_Cards_custom_feature|Coupons & Gift Cards]] custom feature notifications(both: client side purchase on Custom features page and admin side manual issuing in coupons and gift cards management);

+

* [[Special:MyLanguage/Medical_test_custom_feature|Medical test]] custom feature notifications;

−

* [[Medical_test_custom_feature|Medical test]] custom feature notifications;

+

* [[Special:MyLanguage/Book_Soon_Notification_System_custom_feature|Book Soon custom feature]] notifications.

−

* [[Book_Soon_Notification_System_custom_feature|Book Soon custom feature]] notifications.

+

;How to use

:1. Enable Custom Email feature on your Custom features page, Look and Feel section.

Line 32: Line 45:

:3. Please select either Create from templates if you would like to select one of our beautiful premade options or Create new empty to start adding all the elements from scratch.

−

:Add template name and hit Create button to get to the editing mode.

+

:Add template name for the empty template type (pre-made templates can be renamed during editing) and hit Create button to get to the editing mode.

−

[[File:Custom email ~~plugin~~ create ~~template~~ from ~~pre-made~~.png|1200px|border|center]]

+

[[File:Custom email create from templates selection.png|1200px|border|center]]

[[File:Custom email plugin create empty template.png|1200px|border|center]]

Line 47: Line 60:

:6. It is important to add <nowiki>{{content}}</nowiki> tag to the desired place in the template as in real emails it will be replaced with the booking/purchase related information.

:Without this tag the customization will not be applied to the notification and it will be sent as plain text.

−

:'''Please note''' All variables that are related to appointments or purchases data should only be used either in Settings -> Email and SMS Settings or in the corresponding custom feature options.

+

:'''Please note!''' All variables that are related to appointments or purchases data should only be used either in Settings -> Email and SMS Settings or in the corresponding custom feature options.

[[File:Variables for default templates.png|1200px|border|center]]

:(optional) You can also use <nowiki>{{name}}</nowiki> and <nowiki>{{email}}</nowiki> tags here in case you need to reflect recipient's name and/or email separately from main notification content.

−

:'''Please note!''' The templates are regularly automatically saved so you do not need to manually save them.

+

:'''Please note!''' The templates are regularly automatically saved so you do not need to manually save them.

[[File:Custom email plugin edit empty template content and tags.png|1200px|border|center]]

Line 57: Line 70:

[[File:Custom email plugin template preview.png|1200px|border|center]]

−

:8. Once all the necessary templates are ready please go back to Custom features -> Look and Feel -> Custom email.

+

:8. (optional) In case you need similar designs with some small changes only or with different content please use Clone option to make a copy of the previously saved template.

+

[[File:Custom email clone template.png|1200px|border|center]]

+

+

:9. Once all the necessary templates are ready please go back to Custom features -> Look and Feel -> Custom email.

[[File:Custom email plugin select template per notification.png|1200px|border|center]]

−

:9. In the very first block you will see your company email address by default~~. You can leave it like that or set another one for testing~~.

+

:10. In the very first block you will see your company email address by default.

[[File:Custom email plugin test email.png|1200px|border|center]]

−

:10. In the next block(s) please select the template for each notification type.

+

:11. In the next block(s) please select the template for each notification type.

[[File:Custom email plugin select template per notification.png|1200px|border|center]]

−

:11. Send test emails to check the look with sample content.

+

:12. Send test emails to check the look with sample content.

[[File:Custom email plugin send test email.png|1200px|border|center]]

−

:12. If you would like to set same template for all the notifications types within one block please use right-side drop-down menu options.

+

:13. If you would like to set same template for all the notifications types within one block please use right-side drop-down menu options.

[[File:Custom email plugin templates selection options.png|1200px|border|center]]

−

:13. In case you have various custom features with own notification types enabled you will be able to see the corresponding blocks in Custom Email settings.

+

:14. In case you have various custom features with own notification types enabled you will be able to see the corresponding blocks in Custom Email settings.

:Please open each block and set the templates for the notifications you wish to have the customized look.

:Save settings once done.

[[File:Custom email plugin templates for custom features.png|1200px|border|center]]

−

:14. It is also possible to use customized emails when you need to manually send some email from Reports -> Bookings details or Reports -> Clients.

+

:15. It is also possible to use customized emails when you need to manually send some email from Reports -> Bookings details or Reports -> Clients.

:Just check the desired boxes there, click on Send E-mail button and choose the template to be applied in the first drop-down in the popup. Add subject and content. Send the message.

[[File:Custom email plugin select template in emailing from report.png|1200px|border|center]]

+

</translate>

Admin

Bureaucrats, Administrators

9,514

edits

Changes

Custom Email custom feature (view source)

Revision as of 15:07, 14 March 2024