Emails - Email Center

The Email Center is under the Settings link and it will allow you to activate and customize any of the emails that are sent from InflatableOffice. 

This is a great tool to utilize sending manual or automatic emails and newsletters to your customers. These emails can be personalized and customized to what works best for you and your business.

Many of the email templates we have loaded in the Email Center are inactive until you decide to activate them. You can activate an email by selecting the email you wish to use and checking the box next to 'active'. 

Automatic emails

These emails once activated are sent out according to their description. The system looks every 15 minutes to decide what emails need to be sent. You can change the criteria by which an automatic email is initiated by editing the email. You can specify the timeframe in which it goes out (Example: Event Reminder 5 days before event date). You can also have an automatic email go out to specific types of leads by setting a filter. These emails can also be sent out manually if needed. For example, you have an auto email set up to go out 14 days before an event and the event was booked 5 days before the event date...you can send out the email manually since it did not meet the "14 days before" criteria.

Manual Emails

These are emails you will have to send manually. On the leads page you can send the Quote, Contract, and Shift emails on the appropriate tab. Just click on the email icon and select the email template you would like to send.

Creating a manual email will help you save time if you have a certain email frequently send to your customers.

Manual email templates are also used when creating certain automations.

Newsletters

To send a newsletter to all of your existing customers, go to the Email Center, and click New Email at the bottom right. It is recommended that you test your newsletter before activating it. You can set the date you would like the system to begin sending the newsletter (Begin Sending Date). Newsletters will automatically contain an unsubscribe link on them, so you do not need to add it to the template. The newsletter will send to all contacts in your address book and any new contact added over the next 2 days.

Deliverability of emails

If you or your customers are having trouble receiving emails sent by our system, please let us know. We can configure the system to relay all your emails through your own email system if you would like.

Here is a video going through the email center and how to configure it for use!