How To Set Up the Reminder Email Templates

Updated June 03, 2021 04:24

Overview

Sending reminder emails to your customers is more than just an effective marketing tool, it also allows you to get important details or updates to your customers before the start of their activity.

Rezdy allows you to schedule a maximum of 3 reminder emails at certain amounts of days or hours before the start date and time of the tour/activity. For example:

Reminder 1: 7 days before
Reminder 2: 48 Hours before
Reminder 3: 1 Hour before

Note: This article will only discuss the Introduction text, Conclusion text, and Reminder Details sections. For all other sections of the template, click here to learn more.

How to find your email templates

Click Settings
Click Emails
Click Email Templates
Select a template to customise

Introduction text

This text will make up the main welcome and body of the reminder emails for all products.

Enter the desired information in the text box.
You will see the preview on the right update as you type.

Tip: keep scrolling to see how to use the Personalise shortcodes.

Conclusion text

This text will make up the signature of the email templates.

Enter the desired information in the text box.
You will see the preview on the right update as you type.

Tip: keep scrolling to see how to use the Personalise shortcodes.

Reminder Details

Enter the desired information in the text box.
Set the amount of days/hours before the tour start time

Important: the information within the Reminder Details section will be sent out for ALL products. If you need to have product specific details, keep scrolling to learn more.

How to set up Product specific details

At the top of the template page, click the Configure Products button

Within the Configure Products window:

Tick the Send a reminder box.
Set the amount of hours/days.
Click the Customise button.
Enter the desired text for the specific product/tour.

Note: the Personalise shortcodes are not supported within the Configure Products section.

Tip: in the above screenshot, the 2 products that are ticked to send a reminder but not customised will use the default Reminder Details configured on the template itself.

How to use the Personalise shortcodes

These shortcodes will be replaced with unique Order, Customer, and Company information. For example {{COMPANY_NAME}} will be replaced with the Company Name within your Settings > Edit My Profile page.

The codes can be used in the Introduction Text, Conclusion Text, email body and Subject sections of the email templates.

{{ORDER_NUMBER}}	will display the order number e.g. R450D93
{{ORDER_STATUS}}	will show the status of the order, e.g. CONFIRMED
{{ORDER_STATUS_HELP}}	will display information depending on the status of the order. For example, a booking in an ON HOLD status will display "Your Order is not confirmed, you have been placed in the waiting list. Please wait for confirmation"
{{ORDER_AMOUNT_DUE}}	shows a balance owing, if Order is full paid it will show AUD0.00
{{ORDER_PAYMENT_LINK}}	displays a payment request link allowing the customer to pay remaining balance.
{{CUSTOMER_FIRST_NAME}}	will show the customer's first name
{{CUSTOMER_LAST_NAME}}	will show the customer's last name
{{CUSTOMER_EMAIL}}	will show the customer's email
{{CUSTOMER_NAME}}	will show customer's full name
{{COMPANY_NAME}}	will show the Company Name within your Settings > Edit My Profile page
{{COMPANY_URL}}	will display your website URL
{{COMPANY_EMAIL}}	will show the Email within your Settings > Edit My Profile page
{{COMPANY_PHONE}}	will show the Phone Number within your Settings > Edit My Profile page
{{COMPANY_ADDRESS}}	will display the Business Address within your Settings > Edit My Profile page
{{PRODUCT_NAME}}	will display the name of the product booked
{{PRODUCT_URL}}	will show the direct product URL
{{PRODUCT_IMAGE_URL}}	will show the direct product image URL
{{PRODUCT_DESCRIPTION}}	will display the product's brief description
{{PRODUCT_TERMS}}	will display the product's specific terms and conditions
{{COUPON_CODE}}	if a promo code has been used, it will display

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