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Custom Email custom feature (view source)

Revision as of 11:42, 30 July 2021

401 bytes added , 2 years ago

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: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.

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

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: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.

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

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[[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]]

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

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: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.

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

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: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]]

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: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.

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: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]]

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

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: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]]

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

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

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

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: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.

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: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]]

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: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.

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: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]]

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

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: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]]

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