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Emails

There were 9 articles found in this category:

Is there a list of all available tokens I can reference at my desk?
Yes, please see the attachment at the very bottom of this page. It is titled, "Tokens.doc"
Gigbuilder : Custom Emails
Setup > Paperwork > Emails Fig. A See Fig. A above. This view displays all the custom emails. "New Custom Email" and "Import from Library" buttons are also provided to create a new custom email. Using the search bar along the top of each column will automatically limit the custom email( ...
How can I Preview or test an automated email?
The simplest method to check the validity and layout of an automated email is to open it from an active event. Gigbuilder provides a method to send individual emails and individual automated message(s) or canned email created with tokens. First, open an active event. Then click CLIENT and pres ...
Why is my font not saving?
At times, the editor may have problems saving certain fonts. Try editing in HTML when it will not save. This usually solves any issue. It is a glitch in the editing software that is used.
How do I setup auto-emails?
Setup > Paperwork > Emails - Click "New Custom Email" button. Enter email name in "Name" field. This for your reference only. Enter subject in "Subject" field. This is the subject title the client / prospect sees. Enter body of letter. Click "Insert Token" button to find tokens for v ...
How do I attach PDF files to an auto-email?
Setup > Paperwork > Attachments - Click "New Upload" button. Select type of upload from drop-down menu. Enter a title for the upload. Enter a description for the upload. Click "Browse" button. Select file from your computer and upload. Click "Save Changes". Setup > Paperwork > ...
When does an auto email go out if set to "Leads", "3", "Days", "After Event Created"?
This email will only go out 3 days after the event was created to those in the "Lead" booking status. If you switch a prospect from "new" to "lead" four days after the file was created, they will not get the email. "After Event Created" uses the "Date Created" date that can be found in the "Det ...
When will an automatic email go out if I choose "after event booked"?
Setup > Paperwork > Emails - Choosing "After Event Booked" will send the email X amount of days after the event status has been changed to "Confirmed".
Where do I setup auto-emails at?
Setup > Paperwork > Emails - Click "New Custom Email" button.