Changes

Custom Email custom feature (view source)

Revision as of 14:08, 6 May 2021

2,885 bytes added , 3 years ago

no edit summary

Line 11: Line 11:

Currently available customization is present for the following email templates:

* Main booking-related notifications from Settings -> Email and SMS Settings;

−

* Invoices emails from Accept payments custom feature;

+

* Invoices emails from [[Accept_payments_custom_feature|Accept payments]] custom feature;

−

* Group bookings custom feature notifications;

+

* [[Group_Bookings_custom_feature|Group bookings]] custom feature notifications;

−

* Multiple bookings custom feature notifications;

+

* [[Multiple_Bookings_custom_feature|Multiple bookings]] custom feature notifications;

−

* Client login custom feature notifications;

+

* [[Client_Login_custom_feature|Client login]] custom feature notifications;

−

* Membership custom feature notifications;

+

* [[Membership_custom_feature|Membership]] custom feature notifications;

−

* Packages custom feature notifications;

+

* [[Packages_custom_feature|Packages]] custom feature notifications;

−

* Tickets custom feature notifications;

+

* [[Tickets_custom_feature|Tickets]] custom feature notifications;

−

* Coupons & Gift Cards custom feature notifications(both: client side purchase on Custom features page and admin side manual issuing in coupons and gift cards management);

+

* [[Coupons_and_Gift_Cards_custom_feature|Coupons & Gift Cards]] custom feature notifications(both: client side purchase on Custom features page and admin side manual issuing in coupons and gift cards management);

−

* Medical test custom feature notifications;

+

* [[Medical_test_custom_feature|Medical test]] custom feature notifications;

−

* Book Soon ~~Custom~~ feature notifications.

+

* [[Book_Soon_Notification_System_custom_feature|Book Soon custom feature]] notifications.

;How to use

−

:1. Enable Custom Email feature on your Custom features page, Look and Feel section.

+

: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.

+

: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 ~~pre-made~~ options or Create new empty to start adding all the elements from scratch.

+

: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 to get to the editing mode.

+

:Add template name 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 plugin create empty template.png|1200px|border|center]]

Line 42: Line 42:

[[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.

+

: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 ~~rela~~ emails it will be replaced with the booking/purchase related information.

+

: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 should only be used either in Settings//Email and SMS Settings or in the corresponding custom feature options.

+

:'''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.

+

:(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.

+

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

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

−

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

+

:8. 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.

+

: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.

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

−

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

+

:10. 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.

+

:11. 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.

+

: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 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.

+

: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.

−

:Please open each block and set the templates for the notifications you wish to have the customized look.

+

: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.

+

: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 ~~email"~~ button and choose the template to be applied in the first drop-down in the popup. Add subject and content. Send the message.

+

: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]]

Admin

Bureaucrats, Administrators

9,514

edits