Automated E-Mail dispatch

Under Customers > Automated Emails, you may set up when and how often you want to send out automated Emails.

Open

To set up a new automated E-Mail, click on the +-Button, which will open up a new dialog window.

Open

The following may be defined by you:

• Active

• Description (mandatory)

• Business Unit

• Filtered Customer

• Using Email Template (which template will be sent)

• Repeat Filtering Customer (mandatory, the amount of times repeated depending on the frequency)

• Frequency Unit (time period)

• Last Run (may be defined)

• Next Run (mandatory, defines when this automated email will be sent; updates to this schedule depend on the defined frequency).

If you want to edit an existing entry, it will look like this:

Design your own Email:

You may design your own Email Template under Club management > Templates > Template Positions.

Here you click on the +-Button and follow a few following basic steps.

1. Put a tick next to the Active-checkbox.

2. Set the Template Position Kind to Email.

3. Add Placeholders (its best to try them out yourself).

4. Set a Template Name.

5. Edit and format your text.

6. Save the template.

It should look similar to this before you save the template:

Additional information on common Placeholders used in E-Mails will be added in the future.