payment request for party planners AUTOMATED
I want to set up an automated email to our party planner customers one day after their event. Please exclude regular customers (who pay before the event) and PO (Purchase Order) customers.
Here are the specific requirements:
1.Timing:
•The email should be sent one day after the event date.
2.Target Audience:
•Only party planner customers who are allowed to pay up to 30 days after their event.
•Exclude regular and PO customers.
3.Email Content:
•Use the HTML template below for the email.
•Ensure the dynamic variables (like %ctfirstname%, %balancedue%, and %contract_current_url%) are applied correctly.
4.Email Logic:
•This email should only go to customers with unpaid balances at the time of sending.
Also please show me how you set this up and how you added conditions so I can start doing this on my own. Thank you
<!DOCTYPE html>
<html lang="en">
<head>
<title>Balance Reminder Email - Stage 1</title>
<style>
body {
margin: 0;
padding: 0;
font-family: Arial, Helvetica, sans-serif;
background-color: #f9f9f9;
}
a {
color: #ffffff;
text-decoration: none;
}
.header-box {
background: linear-gradient(45deg, #e8f5e9, #a5d6a7); /* Two-tone green gradient */
padding: 30px;
text-align: center;
}
.header-box img {
width: 200px;
}
.ps {
background-color: #e8f5e9; /* Light green */
padding: 20px;
text-align: center;
border-radius: 10px;
margin-top: 20px;
font-size: 16px;
color: #2e7d32; /* Dark green for trust */
}
.ps a {
font-weight: bold;
color: #1b5e20; /* Action-oriented green link */
}
.instagram-logo {
display: inline-block;
text-align: center;
margin: 20px auto;
}
.instagram-logo img {
width: 40px;
}
.terms {
font-size: 9px;
color: #888;
margin-top: 10px;
}
/* Responsive Design */
@media screen and (max-width: 768px) {
.terms {
display: none;
}
}
</style>
</head>
<body>
<table align="center" border="0" cellpadding="0" cellspacing="0" style="border-collapse: collapse; width: 680px; background-color: #ffffff; margin: 20px auto; border-radius: 10px; overflow: hidden; box-shadow: 0 4px 8px rgba(0, 0, 0, 0.1);">
<tbody>
<!-- Header with Two-Tone Green Gradient -->
<tr>
<td class="header-box">
<img src="https://rental.software/users/HighlineEventRentals/images/resizecom_A-1%20Party%20Logo-4_879888.PNG"; alt="A1 Party & Tent Rentals Logo">
</td>
</tr>
<!-- Email Content -->
<tr>
<td style="padding: 40px; text-align: left; color: #333333; font-size: 16px; line-height: 1.6;">
<p>Dear <strong>%ctfirstname%</strong>,</p>
<p>We hope you had an amazing event on <strong>%startdatetext%</strong>! Thank you for trusting A1 Party & Tent Rentals to make your celebration memorable.</p>
<p>This is a friendly reminder about your remaining balance:</p>
<ul>
<li><strong>Total Amount:</strong> $%total%</li>
<li><strong>Paid Amount:</strong> $%paid%</li>
<li><strong>Balance Due:</strong> $%balancedue%</li>
</ul>
<p>To settle your balance, please use the link below:</p>
<p><strong><a href="%contract_current_url%" style="color: #0073e6;" target="_blank">Pay Your Balance Here</a></strong></p>
<p>If you need any assistance, feel free to reach out to your Sales Representative:</p>
<ul>
<li><strong>Sales Rep Name:</strong> <span style="color: #007bff;">*salesrep*</span></li>
<li><strong>Office Number:</strong> <span style="color: #007bff;">*salesrep_officephone*</span></li>
</ul>
<p style="margin-top: 30px;">Best regards,<br>
<strong>A1 Party & Tent Rentals</strong><br>
<em>High Line Event Rentals Corp</em>
</p>
<div class="ps">
<strong>P.S.</strong> Refer friends and family to us, and you’ll receive <strong>$100 off</strong> your next order when they book with us!
<br>
<strong>Start referring today!</strong>
</div>
<small class="terms">
*Terms and conditions: To qualify for the $100 discount, referrals must mention your name at the time of booking. The discount applies to your next order only after the referred booking is confirmed. This offer cannot be combined with other promotions. Additional restrictions may apply.
</small>
</td>
</tr>
<!-- Footer -->
<tr>
<td style="text-align: center; padding: 20px; background-color: #f9f9f9; color: #555; font-size: 14px;">
<p>Follow us for inspiration:</p>
<div class="instagram-logo">
<a href="https://www.instagram.com/a1partynyc/"; target="_blank">
<img src="https://upload.wikimedia.org/wikipedia/commons/a/a5/Instagram_icon.png"; alt="Instagram">
</a>
</div>
<p>Tag us in your photos for a chance to win <strong>$1000</strong> towards your next order!</p>
</td>
</tr>
</tbody>
</table>
</body>
</html>
The same question
This is what we want to be sent after 7 days
<!DOCTYPE html>
<html lang="en">
<head>
<title>Balance Reminder Email - Stage 2</title>
<style>
body {
margin: 0;
padding: 0;
font-family: Arial, Helvetica, sans-serif;
background-color: #f9f9f9;
}
a {
color: #ffffff;
text-decoration: none;
}
.header-box {
background: linear-gradient(45deg, #ffeb99, #ffd54f); /* Softer yellow gradient */
padding: 30px;
text-align: center;
}
.header-box img {
width: 200px;
}
.ps {
background-color: #e8f5e9; /* Light green */
padding: 20px;
text-align: center;
border-radius: 10px;
margin-top: 20px;
font-size: 16px;
color: #2e7d32; /* Dark green for trust */
}
.ps a {
font-weight: bold;
color: #1b5e20; /* Action-oriented green link */
}
.instagram-logo {
display: inline-block;
text-align: center;
margin: 20px auto;
}
.instagram-logo img {
width: 40px;
}
.terms {
font-size: 9px;
color: #888;
margin-top: 10px;
}
/* Responsive Design */
@media screen and (max-width: 768px) {
.terms {
display: none;
}
}
</style>
</head>
<body>
<table align="center" border="0" cellpadding="0" cellspacing="0" style="border-collapse: collapse; width: 680px; background-color: #ffffff; margin: 20px auto; border-radius: 10px; overflow: hidden; box-shadow: 0 4px 8px rgba(0, 0, 0, 0.1);">
<tbody>
<!-- Header with Enhanced Yellow Gradient -->
<tr>
<td class="header-box">
<img src="https://rental.software/users/HighlineEventRentals/images/resizecom_A-1%20Party%20Logo-4_879888.PNG"; alt="A1 Party & Tent Rentals Logo">
</td>
</tr>
<!-- Email Content -->
<tr>
<td style="padding: 40px; text-align: left; color: #333333; font-size: 16px; line-height: 1.6;">
<p>Dear <strong>%ctfirstname%</strong>,</p>
<p>We hope your event on <strong>%startdatetext%</strong> was everything you envisioned and more! It was a pleasure being part of your celebration.</p>
<p>We noticed your balance of <strong>$%balancedue%</strong> remains unpaid. We kindly ask you to settle it as soon as possible.</p>
<p><strong>Balance Summary:</strong></p>
<ul>
<li><strong>Total Amount:</strong> $%total%</li>
<li><strong>Paid Amount:</strong> $%paid%</li>
<li><strong>Balance Due:</strong> $%balancedue%</li>
</ul>
<p>To make payment quick and easy, please use the link below:</p>
<p><strong><a href="%contract_current_url%" style="color: #0073e6;" target="_blank">Pay Your Balance Here</a></strong></p>
<p>Our goal is to make this process as seamless as possible. If you have any questions or need assistance, please contact your Sales Representative:</p>
<ul>
<li><strong>Sales Rep Name:</strong> <span style="color: #007bff;">*salesrep*</span></li>
<li><strong>Office Number:</strong> <span style="color: #007bff;">*salesrep_officephone*</span></li>
</ul>
<p style="margin-top: 30px;">Thank you for your prompt attention to this matter.<br>
<strong>A1 Party & Tent Rentals</strong><br>
<em>High Line Event Rentals Corp</em>
</p>
<div class="ps">
<strong>P.S.</strong> Don’t forget—refer friends and family to us, and you’ll receive <strong>$100 off</strong> your next order when they book with us!
<br>
<strong>Start referring today!</strong>
</div>
<small class="terms">
*Terms and conditions: To qualify for the $100 discount, referrals must mention your name at the time of booking. The discount applies to your next order only after the referred booking is confirmed. This offer cannot be combined with other promotions. Additional restrictions may apply.
</small>
</td>
</tr>
<!-- Footer -->
<tr>
<td style="text-align: center; padding: 20px; background-color: #f9f9f9; color: #555; font-size: 14px;">
<p>Follow us for inspiration:</p>
<div class="instagram-logo">
<a href="https://www.instagram.com/a1partynyc/"; target="_blank">
<img src="https://upload.wikimedia.org/wikipedia/commons/a/a5/Instagram_icon.png"; alt="Instagram">
</a>
</div>
<p>Tag us in your photos for a chance to win <strong>$1000</strong> towards your next order!</p>
</td>
</tr>
</tbody>
</table>
</body>
</html>
This is what we want to be sent after 7 days
<!DOCTYPE html>
<html lang="en">
<head>
<title>Balance Reminder Email - Stage 2</title>
<style>
body {
margin: 0;
padding: 0;
font-family: Arial, Helvetica, sans-serif;
background-color: #f9f9f9;
}
a {
color: #ffffff;
text-decoration: none;
}
.header-box {
background: linear-gradient(45deg, #ffeb99, #ffd54f); /* Softer yellow gradient */
padding: 30px;
text-align: center;
}
.header-box img {
width: 200px;
}
.ps {
background-color: #e8f5e9; /* Light green */
padding: 20px;
text-align: center;
border-radius: 10px;
margin-top: 20px;
font-size: 16px;
color: #2e7d32; /* Dark green for trust */
}
.ps a {
font-weight: bold;
color: #1b5e20; /* Action-oriented green link */
}
.instagram-logo {
display: inline-block;
text-align: center;
margin: 20px auto;
}
.instagram-logo img {
width: 40px;
}
.terms {
font-size: 9px;
color: #888;
margin-top: 10px;
}
/* Responsive Design */
@media screen and (max-width: 768px) {
.terms {
display: none;
}
}
</style>
</head>
<body>
<table align="center" border="0" cellpadding="0" cellspacing="0" style="border-collapse: collapse; width: 680px; background-color: #ffffff; margin: 20px auto; border-radius: 10px; overflow: hidden; box-shadow: 0 4px 8px rgba(0, 0, 0, 0.1);">
<tbody>
<!-- Header with Enhanced Yellow Gradient -->
<tr>
<td class="header-box">
<img src="https://rental.software/users/HighlineEventRentals/images/resizecom_A-1%20Party%20Logo-4_879888.PNG"; alt="A1 Party & Tent Rentals Logo">
</td>
</tr>
<!-- Email Content -->
<tr>
<td style="padding: 40px; text-align: left; color: #333333; font-size: 16px; line-height: 1.6;">
<p>Dear <strong>%ctfirstname%</strong>,</p>
<p>We hope your event on <strong>%startdatetext%</strong> was everything you envisioned and more! It was a pleasure being part of your celebration.</p>
<p>We noticed your balance of <strong>$%balancedue%</strong> remains unpaid. We kindly ask you to settle it as soon as possible.</p>
<p><strong>Balance Summary:</strong></p>
<ul>
<li><strong>Total Amount:</strong> $%total%</li>
<li><strong>Paid Amount:</strong> $%paid%</li>
<li><strong>Balance Due:</strong> $%balancedue%</li>
</ul>
<p>To make payment quick and easy, please use the link below:</p>
<p><strong><a href="%contract_current_url%" style="color: #0073e6;" target="_blank">Pay Your Balance Here</a></strong></p>
<p>Our goal is to make this process as seamless as possible. If you have any questions or need assistance, please contact your Sales Representative:</p>
<ul>
<li><strong>Sales Rep Name:</strong> <span style="color: #007bff;">*salesrep*</span></li>
<li><strong>Office Number:</strong> <span style="color: #007bff;">*salesrep_officephone*</span></li>
</ul>
<p style="margin-top: 30px;">Thank you for your prompt attention to this matter.<br>
<strong>A1 Party & Tent Rentals</strong><br>
<em>High Line Event Rentals Corp</em>
</p>
<div class="ps">
<strong>P.S.</strong> Don’t forget—refer friends and family to us, and you’ll receive <strong>$100 off</strong> your next order when they book with us!
<br>
<strong>Start referring today!</strong>
</div>
<small class="terms">
*Terms and conditions: To qualify for the $100 discount, referrals must mention your name at the time of booking. The discount applies to your next order only after the referred booking is confirmed. This offer cannot be combined with other promotions. Additional restrictions may apply.
</small>
</td>
</tr>
<!-- Footer -->
<tr>
<td style="text-align: center; padding: 20px; background-color: #f9f9f9; color: #555; font-size: 14px;">
<p>Follow us for inspiration:</p>
<div class="instagram-logo">
<a href="https://www.instagram.com/a1partynyc/"; target="_blank">
<img src="https://upload.wikimedia.org/wikipedia/commons/a/a5/Instagram_icon.png"; alt="Instagram">
</a>
</div>
<p>Tag us in your photos for a chance to win <strong>$1000</strong> towards your next order!</p>
</td>
</tr>
</tbody>
</table>
</body>
</html>
Just to confirm, this email should go to the "event planner" customer type? I can set up the automation to send to event planner customer types with the terms below, but do all event planner customers have the ability to pay 30 days before the event or are only certain event planner customers allowed to pay 30 days before the event? There is no way for me to add that to the automation filter so if only certain event planner customers are able to pay 30 days before the event please let me know how that is determined so this can be added to the filter.
Just to confirm, this email should go to the "event planner" customer type? I can set up the automation to send to event planner customer types with the terms below, but do all event planner customers have the ability to pay 30 days before the event or are only certain event planner customers allowed to pay 30 days before the event? There is no way for me to add that to the automation filter so if only certain event planner customers are able to pay 30 days before the event please let me know how that is determined so this can be added to the filter.
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