Archive for category: 03Templates for docs and emails

You may batch/individually send email to clients when you change the task status.

There are 3 basically types of email, the categories are not allowed to deleted.

Newsletter: go to Clients–Clients—Bulk select clients and send emails.

Enquiry:  go to Clients–Clients—Bulk select clients and send emails.

Status Email: go to Tasks–Task List—select multiple tasks to send emails when task status is changed.

The code with {} means convertible tags. eg. {password} is client’s password, {cloudshare2} will be turned to web share URL for download.

Where to put web share URL, go to task tab, Post-production, edit, Ref. Code/URL.

If you put the access code into introduction field, the corresponding part is {xxx-remark}, like {cloudshare2-remark}

 

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Labels—Auto Trigger Email Sending

for some actions, registry, email verification, verification compelete, reminder to both parties, and client place orders, password recovery, all of these need template customisation as well.

So we need put Labels to let email automatically being sent

Some Labels you need to put in.

 

forgetpwd, forget password and recover it

activesuccessRemindCustomer, Activate client email account and reminder to themselves

activesuccessRemindAdmin, Member fully activated and reminder to staff

OrderRemindCustomer, Client place order then remind staff

OrderRemindAdmin, Client place order then remind staff