Email Templates - 365 Management

Email Templates - 365 Management

The Email screen is where you can create and configure custom email templates for different booking stages.

 

To access this screen:

  1. Click on Email from the Passengers > Passenger Communication dropdown menu.

Add an email template

To add an email template:

  1. Click on the Add button on the right-hand side. 

  2. Enter the template Name and Description

  3. Configure each email type in the Email tab:

    Job Booked: When a job is booked send this template.
    Driver Outside: When a driver is outside send this template.
    Job Completed: When a job has been completed send this template.

    General Configuration:
    Send for Passenger: Enable to send the email to passengers.
    Send for Account: Enable to send the email for account bookings.
    Configure Booking Fields: Select which booking fields should be shown on the email.

    Message Configuration:
    Job Booked – Subject: Write the subject for the email.
    Job Booked – Body: Write the main body text for the email.



    Note: You can also add custom tags to a message by pressing F9 and selecting an available tag.
     
  4. Then click Create to add the template.

Assign accounts customised templates

Additional templates can be created for specific accounts.

To assign the template to the account:

  1. Double click on the account you want to assign the template to in Autocab 365 Accounts
  2. Select the General tab
  3. Under Passenger notifications enable Use Custom Email Template
  4. Select the Email Template you have created
  5. Then click Save to implement your changes