PhotoBiz includes email automation with your website package. Email automation can be enabled for use with your Client Galleries, Scheduler Appointments, and Quotes & Invoices. This guide will walk you through how to enable an email series for your Invoicing tool.
STEP ONE
Log into your PhotoBiz account and click on Quotes & Invoices.
STEP TWO
Click on INVOICES in the top of the Quotes & Invoices control panel.
STEP THREE
You can enable email automation for an existing invoice by clicking on the invoice number or click on new invoice to create a new one.
STEP FOUR
Click on the EDIT button to open your invoice settings.
STEP FIVE
Click on EMAIL AUTOMATIONS on the right side menu that opens. From this section you can use an existing email series from the drop down menu. You also have the option to edit an existing email series or create a new email series.
Click on Save Changes to apply your selection.
Important Notes:
Automated emails are sent out once a day at 9 AM based on your account’s time zone (Learn how to change your account time zone).
Contacts will only receive each email in a series once per invoice.
Only emails that match the recipients, actions, and dates criteria will be sent out.
Updates to existing emails in a series may affect future automation and related tracking data.
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