System Setup Auto Email Sms

Action: SETUP

The Auto Email configures which email messages are sent automatically when certain triggers occur in the program. This feature requires the Marketing package or current support contract.

Each trigger will send a specific type of email.

For example, the To new prospect trigger will only send a Prospect type email. The lookup button next to each trigger will only allow selection of valid email types.

To clear an email, click the lookup button, then click the Cancel button on the lookup form.

Enable auto emails?...All automatic emails are enabled or disabled with this option. Automatic emails will be sent only if this option is checked and if an email is selected for a trigger below.

To new prospect...A Prospect type email that will be sent automatically to the bride and groom when a prospect record is created. A prospect record is created by going to the Prospect form, clicking Add, filling in the details and clicking save. A prospect record is also created from the Web Prospects form, when importing prospects from a web form. This email should welcome the prospect, provide store details, and invite them to return.

To bride when attendant orders...A Customer type email that will be sent automatically to the bride or groom when a ticket is created for a member of an event. The email is only sent when the first line on the ticket is a Sale. The email will be sent if the members role is anything other than Bride or Groom. If it is a male role, the email is sent to the groom, and if it is a female role the email is sent to the Bride. The gender of the role is configured on the Roles form.

This email should include the customer name so the bride knows which attendant ordered. This email will reduce phone calls from the bride inquiring if the bridesmaids have ordered their dress yet.

To bride when rental order created...A Customer type email that will be sent automatically to the bride when a rental order is created for an event. The email is actually sent when the ticket is created for a rental order. This occurs when the rental order is edited and saved for the first time. The most common work flow is the rental order is created by clicking Create Order in the Rental tab of the Event. The rental order is then edited and sizes are entered. When the order is then saved, the email is sent, if the customer record has an email address. This email should include the customer name so the bride knows which attendant ordered their formal wear. This email will reduce phone calls from the bride inquiring if the groomsmen have been in to be measured and placed their order.

To customer when rental ready for pickup...A Customer type email that will be sent automatically to the customer when their rental order goes to status In. This can happen if the order is received via the Receive form, or if the order is assembled to status In.

To bride when rental picked up...A Customer type email that will be sent automatically to the bride when a rental order is picked up. It will only be sent if the rental order is part of an event, and if the role of the person picking up the order is something other than Bride. The email is sent when the order is picked up using the Pickup form. This email should include the customer name so the bride knows which attendant has picked up their order. This email will reduce phone calls from the bride inquiring if the groomsmen have picked up their tuxes.

To bride and renter when rental is overdue...A Customer type email that will be sent to the rental customer and to the bride for the event, if the rental order is part of an event. The order is overdue if the return date is past and any line items are still status Picked up. This email will help get tuxedos returned on-time.

To bride and groom on new event...A Customer type email that will be sent automatically to the bride and groom when a new event is created.This email should thank them for registering and give them instructions as to next steps.

To customer when fitting complete...A Customer type email that will be sent automatically to the customer when the Item Complete button is used on the fitting. This email should thank them for having their fitting done.

To customer for new appointment...An Appointment type email that will be sent automatically to the bride and groom whena new appointment is saved. This email should thank them for scheduling their appointment, inform them of your stores terms and policies, and ask them to contact you if they need to reschedule.

To customer one week before appointment...An Appointment type email that will be sent automatically to the bride and groom on week before their appointment. This is sent via the Send Reminders form. Send Reminders is triggered the first time the program is started once per day. It will send this reminder 7 days before the appointment. If the program is not started for one or more days, it will make up for it by sending reminders for appointments up until 4 days before the appointment.

This email should thank them for scheduling their appointment, inform them of your stores terms and policies, and ask them to contact you if they need to reschedule.

To customer the day of appointment...An Appointment type email that will be sent automatically to the bride and groom the day of the appointment. It will only be sent if Send Reminders is run before the actual appointment time. This email should thank them for scheduling their appointment and ask them to contact you if they need to reschedule.