Custom Email custom feature: Difference between revisions

Line 34:

: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]]

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[[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. You can leave it like that or set another one for testing.

[[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]]

@@ Line 34: / Line 34: @@
 <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 and hit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create</span> 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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create</span> 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]]
 <br><br>
@@ Line 59: / Line 59: @@
 [[File:Custom email plugin template preview.png|1200px|border|center]]
 <br><br>
-:8. 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>
+: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]]
+<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>
-:9. 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. You can leave it like that or set another one for testing.
+: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. You can leave it like that or set another one for testing.
 [[File:Custom email plugin test email.png|1200px|border|center]]
 <br><br>
-:10. 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. 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>
 [[File:Custom email plugin select template per notification.png|1200px|border|center]]
 <br><br>
-:11. Send <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">test emails</span> to check the look with sample content.
+:12. 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 send test email.png|1200px|border|center]]
 <br><br>
-: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>
+: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>
 [[File:Custom email plugin templates selection options.png|1200px|border|center]]
 <br><br>
-: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>
+: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]]
 <br><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>
+: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>
 :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]]
 <br><br><br><br>