Custom Email custom feature

From SimplyBook.me





Custom email logo.png


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.



Video tutorial available Youtube-Logo.png



Please note!
Currently available customization is present for the following email templates:




How to use
1. Enable Custom Email feature on your Custom features page, Look and Feel section.
Custom email plugin enable path.png



2. Click on Create template link to get to the editor and be able to setup your first template.
Custom email plugin settings path.png



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 for the empty template type (pre-made templates can be renamed during editing) and hit Create button to get to the editing mode.
Custom email create from templates selection.png
Custom email plugin create empty template.png



4. Add/Edit text blocks, add images, links, menus, columns, upload your company logo, use brand colors, and many more with the integrated editor.
Please use the tools on the right side of the page and visualization in the center, drag and drop, adjust the desired elements to get the necessary look.
Custom email plugin template editing sections.png
Custom email plugin template editing blocks.png
Custom email plugin template editing overview.png



5. You can also switch to Mobile mode to adjust email look for mobile phones.
Custom email plugin template mobile editor.png



6. It is important to add {{content}} 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.
Variables for default templates.png



(optional) You can also use {{name}} and {{email}} 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.
Custom email plugin edit empty template content and tags.png



7. Use the Preview option at the bottom to check the look.
Custom email plugin template preview.png



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.
Custom email clone template.png



9. Once all the necessary templates are ready please go back to Custom features -> Look and Feel -> Custom email.
Custom email plugin select template per notification.png



10. 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.
Custom email plugin test email.png



11. In the next block(s) please select the template for each notification type.
Custom email plugin select template per notification.png



12. Send test emails to check the look with sample content.
Custom email plugin send test email.png



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.
Custom email plugin templates selection options.png



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.
Custom email plugin templates for custom features.png



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.
Custom email plugin select template in emailing from report.png