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.
Thank you for the clarification. To confirm, this automation should be set up to send 30 days after the event, not before. I believe there may have been a mix-up in your note, but the intended trigger is post-event at the 30-day mark.
Additionally, to ensure flexibility, could we add a checkbox option within the quote creation process? When this box is checked, it would enable the automation for that specific customer. This way, we can manually decide which event planner customers receive this follow-up, depending on their payment terms.
Please let me know if this can be implemented, or if you need further details.
Best regards,
Thank you for the clarification. To confirm, this automation should be set up to send 30 days after the event, not before. I believe there may have been a mix-up in your note, but the intended trigger is post-event at the 30-day mark.
Additionally, to ensure flexibility, could we add a checkbox option within the quote creation process? When this box is checked, it would enable the automation for that specific customer. This way, we can manually decide which event planner customers receive this follow-up, depending on their payment terms.
Please let me know if this can be implemented, or if you need further details.
Best regards,
this is for after 14 days
<!DOCTYPE html>
<html lang="en">
<head>
<title>Balance Reminder Email - Stage 3</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, #ffe0b2, #ffab40); /* Orange 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 Orange 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 an incredible success! It was a privilege to be part of your special day.</p>
<p>As of today, your balance of <strong>$%balancedue%</strong> remains outstanding. We kindly ask that you take immediate action to ensure your account stays in good standing.</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: #d84315;" target="_blank">Pay Your Balance Here</a></strong></p>
<p>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 addressing this matter promptly.<br>
<strong>A1 Party & Tent Rentals</strong><br>
<em>High Line Event Rentals Corp</em>
</p>
<!-- Green Box for Referral -->
<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 OFF 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>$1000</strong> towards your next order!</p>
</td>
</tr>
</tbody>
</table>
</body>
</html>
this is for after 14 days
<!DOCTYPE html>
<html lang="en">
<head>
<title>Balance Reminder Email - Stage 3</title>
<style>
body {
margin: 0;
padding: 0;
font-family: Arial, Helvetica, sans-serif;
background-color: #f9f9f9;
}
a {
color: #ffffff;
text-decoration: none;
}
.header-box {
background: linear-gradient(45deg, #ffe0b2, #ffab40); /* Orange gradient */
padding: 30px;
text-align: center;
}
.header-box img {
width: 200px;
}
.ps {
background-color: #e8f5e9; /* Light green */
padding: 20px;
text-align: center;
border-radius: 10px;
margin-top: 20px;
font-size: 16px;
color: #2e7d32; /* Dark green for trust */
}
.ps a {
font-weight: bold;
color: #1b5e20; /* Action-oriented green link */
}
.instagram-logo {
display: inline-block;
text-align: center;
margin: 20px auto;
}
.instagram-logo img {
width: 40px;
}
.terms {
font-size: 9px;
color: #888;
margin-top: 10px;
}
/* Responsive Design */
@media screen and (max-width: 768px) {
.terms {
display: none;
}
}
</style>
</head>
<body>
<table align="center" border="0" cellpadding="0" cellspacing="0" style="border-collapse: collapse; width: 680px; background-color: #ffffff; margin: 20px auto; border-radius: 10px; overflow: hidden; box-shadow: 0 4px 8px rgba(0, 0, 0, 0.1);">
<tbody>
<!-- Header with Orange Gradient -->
<tr>
<td class="header-box">
<img src="https://rental.software/users/HighlineEventRentals/images/resizecom_A-1%20Party%20Logo-4_879888.PNG"; alt="A1 Party & Tent Rentals Logo">
</td>
</tr>
<!-- Email Content -->
<tr>
<td style="padding: 40px; text-align: left; color: #333333; font-size: 16px; line-height: 1.6;">
<p>Dear <strong>%ctfirstname%</strong>,</p>
<p>We hope your event on <strong>%startdatetext%</strong> was an incredible success! It was a privilege to be part of your special day.</p>
<p>As of today, your balance of <strong>$%balancedue%</strong> remains outstanding. We kindly ask that you take immediate action to ensure your account stays in good standing.</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: #d84315;" target="_blank">Pay Your Balance Here</a></strong></p>
<p>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 addressing this matter promptly.<br>
<strong>A1 Party & Tent Rentals</strong><br>
<em>High Line Event Rentals Corp</em>
</p>
<!-- Green Box for Referral -->
<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 OFF 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>$1000</strong> towards your next order!</p>
</td>
</tr>
</tbody>
</table>
</body>
</html>
This one for 25 days late
<!DOCTYPE html>
<html lang="en">
<head>
<title>Final Balance Reminder Email</title>
<style>
body {
margin: 0;
padding: 0;
font-family: Arial, Helvetica, sans-serif;
background-color: #f9f9f9;
}
a {
color: #ffffff;
text-decoration: none;
}
.header-box {
background: linear-gradient(45deg, #ffcccc, #ff5252); /* Red gradient for urgency */
padding: 30px;
text-align: center;
}
.header-box img {
width: 200px;
}
.warning-box {
background-color: #ffebee; /* Light red background */
padding: 20px;
text-align: center;
border-radius: 10px;
margin-top: 20px;
font-size: 16px;
color: #c62828; /* Dark red for text */
}
.warning-box a {
font-weight: bold;
color: #d32f2f; /* Action-oriented red link */
}
.instagram-logo {
display: inline-block;
text-align: center;
margin: 20px auto;
}
.instagram-logo img {
width: 40px;
}
.terms {
font-size: 9px;
color: #888;
margin-top: 10px;
}
/* Responsive Design */
@media screen and (max-width: 768px) {
.terms {
display: none;
}
}
</style>
</head>
<body>
<table align="center" border="0" cellpadding="0" cellspacing="0" style="border-collapse: collapse; width: 680px; background-color: #ffffff; margin: 20px auto; border-radius: 10px; overflow: hidden; box-shadow: 0 4px 8px rgba(0, 0, 0, 0.1);">
<tbody>
<!-- Header with Red Gradient -->
<tr>
<td class="header-box">
<img src="https://rental.software/users/HighlineEventRentals/images/resizecom_A-1%20Party%20Logo-4_879888.PNG"; alt="A1 Party & Tent Rentals Logo">
</td>
</tr>
<!-- Email Content -->
<tr>
<td style="padding: 40px; text-align: left; color: #333333; font-size: 16px; line-height: 1.6;">
<p>Dear <strong>%ctfirstname%</strong>,</p>
<p>We hope your event on <strong>%startdatetext%</strong> was a success! It was our pleasure to help bring your celebration to life.</p>
<p>However, we want to remind you that your balance of <strong>$%balancedue%</strong> remains unpaid. It has been 25 days since your event, and timely resolution of your balance is appreciated to avoid any potential late fees or account restrictions.</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>Please use the link below to settle your account promptly:</p>
<p><strong><a href="%contract_current_url%" style="color: #d84315;" target="_blank">Pay Your Balance Here</a></strong></p>
<p>If you have any questions or require assistance, don’t hesitate 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;">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="warning-box">
<strong>Notice:</strong> Delayed payments may result in additional charges or impact future bookings. Please act promptly to maintain your account in good standing.
</div>
</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>Share your photos and tag us for a chance to enter our <strong>$1000 Gift Raffle</strong> towards your next order!</p>
</td>
</tr>
</tbody>
</table>
</body>
</html>
This one for 25 days late
<!DOCTYPE html>
<html lang="en">
<head>
<title>Final Balance Reminder Email</title>
<style>
body {
margin: 0;
padding: 0;
font-family: Arial, Helvetica, sans-serif;
background-color: #f9f9f9;
}
a {
color: #ffffff;
text-decoration: none;
}
.header-box {
background: linear-gradient(45deg, #ffcccc, #ff5252); /* Red gradient for urgency */
padding: 30px;
text-align: center;
}
.header-box img {
width: 200px;
}
.warning-box {
background-color: #ffebee; /* Light red background */
padding: 20px;
text-align: center;
border-radius: 10px;
margin-top: 20px;
font-size: 16px;
color: #c62828; /* Dark red for text */
}
.warning-box a {
font-weight: bold;
color: #d32f2f; /* Action-oriented red link */
}
.instagram-logo {
display: inline-block;
text-align: center;
margin: 20px auto;
}
.instagram-logo img {
width: 40px;
}
.terms {
font-size: 9px;
color: #888;
margin-top: 10px;
}
/* Responsive Design */
@media screen and (max-width: 768px) {
.terms {
display: none;
}
}
</style>
</head>
<body>
<table align="center" border="0" cellpadding="0" cellspacing="0" style="border-collapse: collapse; width: 680px; background-color: #ffffff; margin: 20px auto; border-radius: 10px; overflow: hidden; box-shadow: 0 4px 8px rgba(0, 0, 0, 0.1);">
<tbody>
<!-- Header with Red Gradient -->
<tr>
<td class="header-box">
<img src="https://rental.software/users/HighlineEventRentals/images/resizecom_A-1%20Party%20Logo-4_879888.PNG"; alt="A1 Party & Tent Rentals Logo">
</td>
</tr>
<!-- Email Content -->
<tr>
<td style="padding: 40px; text-align: left; color: #333333; font-size: 16px; line-height: 1.6;">
<p>Dear <strong>%ctfirstname%</strong>,</p>
<p>We hope your event on <strong>%startdatetext%</strong> was a success! It was our pleasure to help bring your celebration to life.</p>
<p>However, we want to remind you that your balance of <strong>$%balancedue%</strong> remains unpaid. It has been 25 days since your event, and timely resolution of your balance is appreciated to avoid any potential late fees or account restrictions.</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>Please use the link below to settle your account promptly:</p>
<p><strong><a href="%contract_current_url%" style="color: #d84315;" target="_blank">Pay Your Balance Here</a></strong></p>
<p>If you have any questions or require assistance, don’t hesitate 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;">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="warning-box">
<strong>Notice:</strong> Delayed payments may result in additional charges or impact future bookings. Please act promptly to maintain your account in good standing.
</div>
</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>Share your photos and tag us for a chance to enter our <strong>$1000 Gift Raffle</strong> towards your next order!</p>
</td>
</tr>
</tbody>
</table>
</body>
</html>
1 Day After the Event
Subject: Thank You for Your Event! A Quick Balance Reminder
7 Days After the Event
Subject: Friendly Reminder: Your Event Balance is Still Outstanding
14 Days After the Event
Subject: Important: Please Resolve Your Event Balance
25 Days After the Event
Subject: Urgent: Final Notice to Avoid Additional Fees
1 Day After the Event
Subject: Thank You for Your Event! A Quick Balance Reminder
7 Days After the Event
Subject: Friendly Reminder: Your Event Balance is Still Outstanding
14 Days After the Event
Subject: Important: Please Resolve Your Event Balance
25 Days After the Event
Subject: Urgent: Final Notice to Avoid Additional Fees
This should be sent to Billing@a1partynyc.com and the rep as shown in HTML
subject should be Action Required: 28-Day Overdue Balance for %ctfullname%
<!DOCTYPE html>
<html lang="en">
<head>
<title>Client Payment Notification</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, #ffcccc, #ff5252); /* Red gradient for urgency */
padding: 30px;
text-align: center;
}
.header-box img {
width: 200px;
}
.content-box {
padding: 40px;
text-align: left;
color: #333333;
font-size: 16px;
line-height: 1.6;
background-color: #ffffff;
border-radius: 10px;
box-shadow: 0 4px 8px rgba(0, 0, 0, 0.1);
}
.alert-box {
background-color: #ffebee; /* Light red background */
padding: 20px;
text-align: center;
border-radius: 10px;
margin-top: 20px;
font-size: 16px;
color: #c62828; /* Dark red for text */
border: 1px solid #d32f2f;
}
.footer {
text-align: center;
padding: 20px;
background-color: #f9f9f9;
color: #555;
font-size: 14px;
}
.footer a {
color: #007bff;
}
/* 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: #f9f9f9; margin: 20px auto;">
<tbody>
<!-- Header -->
<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 class="content-box">
<p>Dear <strong>*salesrep*</strong> and Billing Department,</p>
<p>This is a notification regarding a client with an overdue balance that is now 28 days late. Please review the details below and take appropriate action:</p>
<p><strong>Client Details:</strong></p>
<ul>
<li><strong>Client Name:</strong> %ctfullname%</li>
<li><strong>Event Date:</strong> %startdatetext%</li>
<li><strong>Balance Due:</strong> $%balancedue%</li>
<li><strong>Total Amount:</strong> $%total%</li>
<li><strong>Paid Amount:</strong> $%paid%</li>
</ul>
<p><strong>Actions:</strong></p>
<p>The sales representative should reach out to the client immediately to discuss the overdue balance. The billing department may initiate follow-up procedures or escalate the matter if necessary.</p>
<div class="alert-box">
<strong>Important Notice:</strong> Outstanding balances may incur additional fees or be referred to collections if not resolved. Prompt action is required to avoid further consequences.
</div>
<p style="margin-top: 30px;">Thank you for addressing this matter.<br>
<strong>A1 Party & Tent Rentals</strong><br>
<em>High Line Event Rentals Corp</em>
</p>
</td>
</tr>
<!-- Footer -->
<tr>
<td class="footer">
<p>If you need further assistance, contact the billing department at <a href="mailto:billing@a1partynyc.com">billing@a1partynyc.com</a>.</p>
</td>
</tr>
</tbody>
</table>
</body>
</html>
This should be sent to Billing@a1partynyc.com and the rep as shown in HTML
subject should be Action Required: 28-Day Overdue Balance for %ctfullname%
<!DOCTYPE html>
<html lang="en">
<head>
<title>Client Payment Notification</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, #ffcccc, #ff5252); /* Red gradient for urgency */
padding: 30px;
text-align: center;
}
.header-box img {
width: 200px;
}
.content-box {
padding: 40px;
text-align: left;
color: #333333;
font-size: 16px;
line-height: 1.6;
background-color: #ffffff;
border-radius: 10px;
box-shadow: 0 4px 8px rgba(0, 0, 0, 0.1);
}
.alert-box {
background-color: #ffebee; /* Light red background */
padding: 20px;
text-align: center;
border-radius: 10px;
margin-top: 20px;
font-size: 16px;
color: #c62828; /* Dark red for text */
border: 1px solid #d32f2f;
}
.footer {
text-align: center;
padding: 20px;
background-color: #f9f9f9;
color: #555;
font-size: 14px;
}
.footer a {
color: #007bff;
}
/* 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: #f9f9f9; margin: 20px auto;">
<tbody>
<!-- Header -->
<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 class="content-box">
<p>Dear <strong>*salesrep*</strong> and Billing Department,</p>
<p>This is a notification regarding a client with an overdue balance that is now 28 days late. Please review the details below and take appropriate action:</p>
<p><strong>Client Details:</strong></p>
<ul>
<li><strong>Client Name:</strong> %ctfullname%</li>
<li><strong>Event Date:</strong> %startdatetext%</li>
<li><strong>Balance Due:</strong> $%balancedue%</li>
<li><strong>Total Amount:</strong> $%total%</li>
<li><strong>Paid Amount:</strong> $%paid%</li>
</ul>
<p><strong>Actions:</strong></p>
<p>The sales representative should reach out to the client immediately to discuss the overdue balance. The billing department may initiate follow-up procedures or escalate the matter if necessary.</p>
<div class="alert-box">
<strong>Important Notice:</strong> Outstanding balances may incur additional fees or be referred to collections if not resolved. Prompt action is required to avoid further consequences.
</div>
<p style="margin-top: 30px;">Thank you for addressing this matter.<br>
<strong>A1 Party & Tent Rentals</strong><br>
<em>High Line Event Rentals Corp</em>
</p>
</td>
</tr>
<!-- Footer -->
<tr>
<td class="footer">
<p>If you need further assistance, contact the billing department at <a href="mailto:billing@a1partynyc.com">billing@a1partynyc.com</a>.</p>
</td>
</tr>
</tbody>
</table>
</body>
</html>
I’m looking for assistance with activating filters i know that i had a meeting i beklive with cameron and we were having some trouble with transferring filters and setting up automation based on specific conditions. Previously, I had trouble sharing filters between accounts, and I couldn’t locate them after transferring. Here’s what I need help with:
I’m looking for assistance with activating filters i know that i had a meeting i beklive with cameron and we were having some trouble with transferring filters and setting up automation based on specific conditions. Previously, I had trouble sharing filters between accounts, and I couldn’t locate them after transferring. Here’s what I need help with:
1. Someone in your office will need to login w/ the admin account and share needed filters with workers
2. Have you created the filter? the email? the automation for this? If so, let us know and we can take a look.
3. I have no idea what you mean by this
1. Someone in your office will need to login w/ the admin account and share needed filters with workers
2. Have you created the filter? the email? the automation for this? If so, let us know and we can take a look.
3. I have no idea what you mean by this
I had a video call with Cameron, and she mentioned that everything is set up and just needs to be activated. I recall there was some trouble transferring it from one account to another, but I’m confident she already created it.
not sure where it is if we can get in touch with cameron
I had a video call with Cameron, and she mentioned that everything is set up and just needs to be activated. I recall there was some trouble transferring it from one account to another, but I’m confident she already created it.
not sure where it is if we can get in touch with cameron
HI Shmuel,
We already got these auto emails created from this email added to both locations. All you need to do is go to Settings-->Email Center and open and activate each email. Each worker should be able to see all of these auto emails in the Email Center.
HI Shmuel,
We already got these auto emails created from this email added to both locations. All you need to do is go to Settings-->Email Center and open and activate each email. Each worker should be able to see all of these auto emails in the Email Center.
Got it thansk so much and the one that are activated do you know why they havent sent any out yet
Got it thansk so much and the one that are activated do you know why they havent sent any out yet
Hi Shmuel,
It looks like this was my bad when setting this up but it turns out this needed to be made as an automation instead of an auto email. I went ahead and removed the auto emails and replaced them with manual emails. I then set up the automations for each location! I have not activated any of these automations yet so once you are ready to turn these on go to Settings-->Automations and open each automation for each location and turn them on! This is all you will need to do as I got the rest of it set up for you.
Hi Shmuel,
It looks like this was my bad when setting this up but it turns out this needed to be made as an automation instead of an auto email. I went ahead and removed the auto emails and replaced them with manual emails. I then set up the automations for each location! I have not activated any of these automations yet so once you are ready to turn these on go to Settings-->Automations and open each automation for each location and turn them on! This is all you will need to do as I got the rest of it set up for you.
i see that the 7 day one sen out to lost sales also the 1 day one and 7 day one sen tto the same person
i see that the 7 day one sen out to lost sales also the 1 day one and 7 day one sen tto the same person
Please ensure that the system only sends follow-ups either 1 day after or 7 days after the initial contact. For now, let's activate the A1 Party and tent rentals.
Additionally, please make sure that the follow-ups are not sent to the same person simultaneously. Let me know when these updates have been made. Thank you!
Please ensure that the system only sends follow-ups either 1 day after or 7 days after the initial contact. For now, let's activate the A1 Party and tent rentals.
Additionally, please make sure that the follow-ups are not sent to the same person simultaneously. Let me know when these updates have been made. Thank you!
If you would like the automation to only send to customers that are in a certain status you can add this to the filter by going to Settings-->Filters and adding "lead status contains" then the preferred status. Make sure you add these statuses to all of the event planner filters (listed below).
The automation is set to send once per lead that meets the requirements. If you would like this to send once per customers instead of once per lead you can edit this by going to Settings-->Automations-->Open each event planner automation and change the frequency of the action to 1 time per customers instead of one time per lead as shown below. Make sure you change this for each automation if you choose.
I am not too sure what you mean by "Please ensure that the system only sends follow-ups either 1 day after or 7 days after the initial contact.". Are you only wanting the 1 and 7 days after the event email to go out? Please elaborate so I can give you the help you need as I am not understanding your request.
After you make any changes needed to the automations/filters, feel free to activate these by going to Settings-->Automations and turn on whichever automations from either location of your choosing.
If you would like the automation to only send to customers that are in a certain status you can add this to the filter by going to Settings-->Filters and adding "lead status contains" then the preferred status. Make sure you add these statuses to all of the event planner filters (listed below).
The automation is set to send once per lead that meets the requirements. If you would like this to send once per customers instead of once per lead you can edit this by going to Settings-->Automations-->Open each event planner automation and change the frequency of the action to 1 time per customers instead of one time per lead as shown below. Make sure you change this for each automation if you choose.
I am not too sure what you mean by "Please ensure that the system only sends follow-ups either 1 day after or 7 days after the initial contact.". Are you only wanting the 1 and 7 days after the event email to go out? Please elaborate so I can give you the help you need as I am not understanding your request.
After you make any changes needed to the automations/filters, feel free to activate these by going to Settings-->Automations and turn on whichever automations from either location of your choosing.
For now, we just want to run the 1-day and 7-day follow-ups for A1 Party & Tent Rentals only. We feel like we need to edit the All Affairs one and the others before running them. Let me know if anything needs adjusting.
For now, we just want to run the 1-day and 7-day follow-ups for A1 Party & Tent Rentals only. We feel like we need to edit the All Affairs one and the others before running them. Let me know if anything needs adjusting.
so just checking in to see if we can just have those going out
so just checking in to see if we can just have those going out
It looks like these automations are already on. When you are ready to turn the rest on you can do so by going to Settings-->Automations and make the event planner automations active.
It looks like these automations are already on. When you are ready to turn the rest on you can do so by going to Settings-->Automations and make the event planner automations active.
thanks so muchThank you very much! It’s perfect.
thanks so muchThank you very much! It’s perfect.
You're welcome!
You're welcome!
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