Live email configuration

Live email configuration


An email template refers to designing or documenting an email and save the same so that it can be used while sending your daily messages to clients. This enables save creation time, as the same template can be used every time, an email of same nature is sent across.


Steps 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 be on the left hand side below the word status.


Configuration of Live Email Template: Email will be sent across immediately on occurrence of actions. e.g. ECS bounce, Bill cancellation



  • Send Email : Select Live

  • Template Name : Subject line of the email

  • Include Header and Footer: You have an option of choosing whether to include or exclude the header and footer.

  • Appointment Status: If email is for a 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.

  • Template Text: The content or the body or email should be entered here.

  • Subject for Email: Subject line for Email.

  • Status: To be kept Active.

  • File Attachment: Attached file can be sent while sending Email.

  • Keywords that can be used in auto Email template(case sensitive) :

  • Variable Example

  • FIRSTNAME Rajesh

  • LASTNAME Patel

  • MIDDLENAME Kumar

  • MEMBERID 123456


Note: If the content of the email contains any of the above examples then the same can be replaced by the variables given against the example.

Step 6: Click on ‘Save’.

 

FAQ’s


1. 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.

 

2. 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.


    • Related Articles

    • Email Manual Template Configuration

      The manual email template is basically for sending email in Bulk to all the database or as desired based on the type of clients the email needs to be sent. For example: if the bulk email is to notify only members or enquires then this can be achieved ...

    • Subscription Configuration

      Steps for Configuration Firstly, the settings needs to completed to have the Subscription Plan configured. There are front-end and back-end settings, which need’s to be done. Apart from the Configuration setting there are 2 more settings that needs ...

    • Email transactional report

      This report provides you the individual status of each email sent in a particular date range.  How to check the email transaction report Refine your search based on which centre, state, city and under which account manager you want to check the ...

    • Email summary report

      This Report provides you the summary of all Emails sent for the selected time period. This report will not give you the status of a particular email sent. For the same refer to the email transactional report. You can also retry or cancel sending an ...

    • Configuration

      Waivers section will be automatically configured during any new company set up else can be configured under Manage questionnaire setting as an upload able form. Also, once this setting is enabled, a Waiver section for Waiver PDF storage will be made ...