An email template means you design or document an email and save the same so that it can be used while sending your daily messages to clients.
It saves creation time, because the same template can be used every time the same email is send across.
How to Configure Email Template
Step 1: Login into the FitnessForce Software
Step 2: Select the ‘Center’.
Step 3: Click on ‘Settings’.
Step 4: Click on ‘Email Master’.
Step 5: Click on ‘Create New’, that will on the left hand side below the word status.
Three types of Templates:
Automated - Can be send at various trigger points like birthdays, renewal etc.
Live - Is send when any transaction takes place
Manual - Can design and save templates and send as and when needed
Configuration of Automated Email Template: Automated Emails are delivered on the basis
of the criteria set while configuring Automated Email Template.
Send Email : Select Automated
Template Name : Subject line
of the email
Email : Email to be send:
Before particular number of
After particular number of days
Today (I.e. on the same day)
Include Header and Footer:
You have an option of choosing whether to include or exclude the header
Date Type : This means
setting the date on which email will be send across automatically, it is
related to the days set above under the head ‘Email’.( e.g.: after certain days of Expiry date or
before certain days of Expiry date or on the date Expiry ,etc.).
Appointment Status: If email
is for specified set of appointments that were cancelled, attended, no
action or no show, it can be set from here. If no such specification then
keep it on select.
Display Email Address: Enter
the Email Address that will displayed when email is send across.
Template Text: The content or the body or Text of email
should be entered here.
Subject for Email: Subject
line for Email.
Status: To be kept Active.
File Attachment: Attached
file can be send while sending Email.
that can be used in auto Email template(case sensitive)
PRODUCTTYPENAME Gym Floor
PW 9.00 AM - 11.00 PM
: If the content or Body or Text of the email contains any of the above
examples then the same can be replaced by the variables given against the
Member Type: Select the Type of the client the email
should go to, if no specification then keep as ‘all’.
Step 6: Click on ‘Save’.
.Frequently Asked Questions:
Can I Edit the Email Template:
Ans: The Email Template can be edited by following the below steps:
Step 1: Go on settings
Step 2: Email Master.
Step 3: Select the template that you want to do the changes in by clicking on the template name, do the changes
Step 4: Click on Save.
Can I send the attachment while sending email?
Ans: Yes, you can send the attached file while sending email, follow the steps given above for configuring Manual templates .