FuzzyBot: Importing a new version from external source

2025-01-15T15:16:53Z

Importing a new version from external source

FuzzyBot: Importing a new version from external source

2024-03-14T14:14:23Z

Importing a new version from external source

New page

;How to use
:1. Enable Custom Email feature on your Custom features page, Look and Feel section.
[[File:Custom email plugin enable path.png|1200px|border|center]]
 
:2. Click on Create template link to get to the editor and be able to setup your first template.
[[File:Custom email plugin settings path.png|1200px|border|center]]
 
: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.
[[File:Custom email create from templates selection.png|1200px|border|center]]
[[File:Custom email plugin create empty template.png|1200px|border|center]]
 
: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.
[[File:Custom email plugin template editing sections.png|1200px|border|center]]
[[File:Custom email plugin template editing blocks.png|1200px|border|center]]
[[File:Custom email plugin template editing overview.png|1200px|border|center]]
 
:5. You can also switch to Mobile mode to adjust email look for mobile phones.
[[File:Custom email plugin template mobile editor.png|1200px|border|center]]
 
: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.
[[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.
[[File:Custom email plugin edit empty template content and tags.png|1200px|border|center]]
 
:7. Use the Preview option at the bottom to check the look.
[[File:Custom email plugin template preview.png|1200px|border|center]]
 
: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]]
 
: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.
[[File:Custom email plugin test email.png|1200px|border|center]]
 
: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]]
 
:12. Send test emails to check the look with sample content.
[[File:Custom email plugin send test email.png|1200px|border|center]]
 
: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]]
 
: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]]
 
: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]]

Translations:Custom Email custom feature/4/en - Revision history

FuzzyBot: Importing a new version from external source

FuzzyBot: Importing a new version from external source