Custom Email custom feature: Difference between revisions

Line 39:

;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]]

[[File:Custom email enable path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/4/40/Custom_email_enable_path_redesigned.png]]

: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]]

[[File:Custom domain settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/ef/Custom_domain_settings_path_redesigned.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.

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

[[File:Create new custom email template path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/6/62/Create_new_custom_email_template_path_redesigned.png]]

~~[[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:Using editor custom email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/1/15/Using_editor_custom_email_redesigned.png]]

[[File:~~Custom~~ email ~~plugin~~ template ~~editing blocks~~.png|1200px|border|center]]

[[File:Using editor blocks custom email empty template redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/92/Using_editor_blocks_custom_email_empty_template_redesigned.png]]

~~[[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]]

[[File:Mobile view custom email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/8/84/Mobile_view_custom_email_redesigned.png]]

: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]]

[[File:Variables overview redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/d/d3/Variables_overview_redesigned.png]]

:(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]]

[[File:Custom email tags path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/3/3b/Custom_email_tags_path_redesigned.png]]

:7. Use the Preview option at the bottom to check the look.

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

[[File:Preview option custom email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/f/ff/Preview_option_custom_email_redesigned.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.

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

[[File:Custom email clone template path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/e1/Custom_email_clone_template_path_redesigned.png]]

: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.~~

:10. Please select the template for each notification type.

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

[[File:Select template per notification type custom email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/9a/Select_template_per_notification_type_custom_email_redesigned.png]]

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

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

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

[[File:Send test email option for custom email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/92/Send_test_email_option_for_custom_email_redesigned.png]]

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

: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.

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

[[File:Set template for all notifications custom email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/5/56/Set_template_for_all_notifications_custom_email_redesigned.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.

: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.

~~[[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]]

[[File:Custom email cf templates list redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/3/3a/Custom_email_cf_templates_list_redesigned.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.

:14. 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]]

[[File:Apply custom email template from report redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/2/22/Apply_custom_email_template_from_report_redesigned.png]]

</translate>

@@ Line 39: / Line 39: @@
 ;How to use
 :1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Email</span> feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Look and Feel</span> section.
-[[File:Custom email plugin enable path.png|1200px|border|center]]
+[[File:Custom email enable path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/4/40/Custom_email_enable_path_redesigned.png]]
 <br><br>
 :2. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create template</span> link to get to the editor and be able to setup your first template.
-[[File:Custom email plugin settings path.png|1200px|border|center]]
+[[File:Custom domain settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/ef/Custom_domain_settings_path_redesigned.png]]
 <br><br>
 :3. Please select either <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create from templates</span> if you would like to select one of our beautiful premade options or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create new empty</span> to start adding all the elements from scratch.<br>
 :Add template name for the empty template type (pre-made templates can be renamed during editing) and hit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create</span> button to get to the editing mode.
-[[File:Custom email create from templates selection.png|1200px|border|center]]
+[[File:Create new custom email template path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/6/62/Create_new_custom_email_template_path_redesigned.png]]
-[[File:Custom email plugin create empty template.png|1200px|border|center]]
 <br><br>
 :4. Add/Edit text blocks, add images, links, menus, columns, upload your company logo, use brand colors, and many more with the integrated editor.<br>
 :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:Using editor custom email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/1/15/Using_editor_custom_email_redesigned.png]]
-[[File:Custom email plugin template editing blocks.png|1200px|border|center]]
+[[File:Using editor blocks custom email empty template redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/92/Using_editor_blocks_custom_email_empty_template_redesigned.png]]
-[[File:Custom email plugin template editing overview.png|1200px|border|center]]
 <br><br>
 :5. You can also switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Mobile</span> mode to adjust email look for mobile phones.
-[[File:Custom email plugin template mobile editor.png|1200px|border|center]]
+[[File:Mobile view custom email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/8/84/Mobile_view_custom_email_redesigned.png]]
 <br><br>
 :6. It is important <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">to add <nowiki>{{content}}</nowiki> tag</span> to the desired place in the template as in real emails it will be replaced with the booking/purchase related information.<br>
 :Without this tag the customization will not be applied to the notification and it will be sent as plain text.
 :<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' All variables that are related to appointments or purchases data should only be used either in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS Settings</span> or in the corresponding <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom feature</span> options.</span>
-[[File:Variables for default templates.png|1200px|border|center]]
+[[File:Variables overview redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/d/d3/Variables_overview_redesigned.png]]
 <br><br>
 :(optional) You can also use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;"><nowiki>{{name}}</nowiki></span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;"><nowiki>{{email}}</nowiki></span> tags here in case you need to reflect recipient's name and/or email separately from main notification content.
 :<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' The templates are regularly automatically saved so you do not need to manually save them.</span>
-[[File:Custom email plugin edit empty template content and tags.png|1200px|border|center]]
+[[File:Custom email tags path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/3/3b/Custom_email_tags_path_redesigned.png]]
 <br><br>
 :7. Use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Preview</span> option at the bottom to check the look.
-[[File:Custom email plugin template preview.png|1200px|border|center]]
+[[File:Preview option custom email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/f/ff/Preview_option_custom_email_redesigned.png]]
 <br><br>
 :8. (optional) In case you need similar designs with some small changes only or with different content please use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clone</span> option to make a copy of the previously saved template.
-[[File:Custom email clone template.png|1200px|border|center]]
+[[File:Custom email clone template path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/e1/Custom_email_clone_template_path_redesigned.png]]
 <br><br>
 :9. Once all the necessary templates are ready please go back to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Look and Feel</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom email.</span>
-[[File:Custom email plugin select template per notification.png|1200px|border|center]]
 <br><br>
-:10. In the very first block you will see your company <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">email address</span> by default.
+:10. Please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the template</span> for each <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">notification type.</span>
-[[File:Custom email plugin test email.png|1200px|border|center]]
+[[File:Select template per notification type custom email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/9a/Select_template_per_notification_type_custom_email_redesigned.png]]
 <br><br>
-:11. In the next block(s) please <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select the template</span> for each <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">notification type.</span>
+:11. Send <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">test emails</span> to check the look with sample content.
-[[File:Custom email plugin select template per notification.png|1200px|border|center]]
+[[File:Send test email option for custom email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/92/Send_test_email_option_for_custom_email_redesigned.png]]
 <br><br>
-:12. Send <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">test emails</span> to check the look with sample content.
+:12. If you would like to set same template for all the notifications types within one block please use right-side <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">drop-down menu options.</span>
-[[File:Custom email plugin send test email.png|1200px|border|center]]
+[[File:Set template for all notifications custom email redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/5/56/Set_template_for_all_notifications_custom_email_redesigned.png]]
 <br><br>
-:13. If you would like to set same template for all the notifications types within one block please use right-side <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">drop-down menu options.</span>
+:13. In case you have various custom features with own notification types enabled you will be able to see the corresponding <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">blocks</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Email</span> settings.<br>
-[[File:Custom email plugin templates selection options.png|1200px|border|center]]
-<br><br>
-:14. In case you have various custom features with own notification types enabled you will be able to see the corresponding <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">blocks</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Email</span> settings.<br>
 :Please open <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">each block</span> 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]]
+[[File:Custom email cf templates list redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/3/3a/Custom_email_cf_templates_list_redesigned.png]]
 <br><br>
-:15. It is also possible to use customized emails when you need to manually send some email from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Bookings details</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients.</span><br>
+:14. It is also possible to use customized emails when you need to manually send some email from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Bookings details</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients.</span><br>
 :Just check the desired boxes there, click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send E-mail</span> button and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">choose the template</span> 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]]
+[[File:Apply custom email template from report redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/2/22/Apply_custom_email_template_from_report_redesigned.png]]
 <br><br><br><br>
 </translate>