You can enable an Email Series for use with your Proofing Events, Scheduler Appointments, and Invoices in the respective product’s settings.
After you create a new Scheduler Service, you’ll see the new “Email Automations” tab amongst the other settings in the service’s left menu. From this tab, you can select, edit, or create an Email Series. Once you save an email series selection, clients that book appointments for your service will receive the scheduled emails.
STEP ONE
Log into your PhotoBiz account and click on SCHEDULER in the left side menu.
STEP TWO
Click on SERVICES at the top of your Scheduler control panel.
STEP THREE
You can create a new scheduler service or click on the name of an existing service that you want to add email automation to.
STEP FOUR
Click on the EMAIL AUTOMATION option in the Service settings. 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 Note:
- 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 event, invoice, or appointment.
- 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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