Email Templates in TapGoods PRO

Email Templates in TapGoods PRO

TapGoods PRO provides users many Templates in which an email can be sent to a Customer when certain scenarios occur. There are various Templates available, and many Email Templates can be configured to automatically deploy when the conditions of the Automatic Send feature are met. 

Email Templates are located in Email Settings, which can be found under the Admin panel of the system dashboard.

You can personalize emails to individual Customers by using the Shortcodes located on the right side of the screen.

Shortcodes can be included in Email Templates so that each email includes relevant information to the individual Customer. For example, the [FirstName] Shortcode will ensure that the individual Customer’s name is included in the email.

Shortcodes can be used in the Subject Line of an Email Template or in the Body of the email. To copy a Shortcode from Custom Fields, click the icon next to the Shortcode. You can paste the Shortcode anywhere in a Template.

Users can customize the following Email Templates in Email Settings…

Order Reminder Emails Quote Expiration Emails New Quote Emails Action Request Emails Reservation Emails Order Booked Emails Canceled Emails Storefront Quote Emails Invoice Emails Proposal Emails Staff Reminder Emails

Team Member Assigned Emails Signature Confirmation Emails Payment Confirmation Emails Payment Reminder Emails Final Balance Due w/o Autobill Emails Final Balance Due w/ Autobill Emails Recurring Payments Emails Order Summary Emails Thank You Emails Customer Survey Emails

Related Articles

• Custom Email Settings in TapGoods PRO
• Global Email Settings in TapGoods PRO
• Styling Emails in TapGoods PRO