Personalized & Automated Customer Communication
Customize Email Template Preferences
- Manage more than 20 distinct email templates, such as Event Reminder, New Quote, Customer Welcome, and Thank You
- Toggle appropriate emails to send automatically on a set schedule (i.e., 3 days before event)
- Customize the subject line and note associated with each email
- Use order-specific variables to personalize the subject line and/or body of emails
- Create an unlimited number of custom email templates, each with your preferred subject and body copy and order-specific variables – that can easily be used on orders
- Set a preferred ‘from’ address and ‘reply to’ address for emails sent by the system, including automatically using the email address of the signed in team member as ‘reply to’
- See sample emails
- Specify whether to cc your business email
- Opt to have emails sent from the signed in employee (rather than the business) and cc’ed to that person
- Toggle to include or exclude inventory photos in emails
Style Email Templates
- Upload a logo to include on emails
- Specify a color for emails using color slider, HEX code or RGB code
- Customize email footers with your preferred headline, subhead, button text, and link
Send and Manage Emails Within Orders
- Select email type from 9 standard email types and any custom emails
- Select email type: summary, quote, invoice, payment reminder, receipt, or proposal
- Choose all or some recipients associated with the order, including customers and team members
- Send emails with or without payment links
- Write and style emails (bold, underline, bullet, etc.) and include links
- Attach PDFs of the invoice, proposal, and/or order agreement
- Include any other documents
- Allow customer to see emails in their browser if they prefer
- Remove order periods (i.e., ‘per day’) from customer communications (email, Storefront, and Marketplace)
- See full email history, including from, to, send date, and open status
- Update how automated emails are sent on a per order basis