Are you up to speed?
This tutorial assumes you have already read our getting started with email templates article and watched the video. If you haven't done that yet, click below:
In this video we cover:
Creating a transactional email for a new client appointment confirmation (bonus subject line ideas below!)
Customising the email.
Creating and connecting a trigger to it.
Sending yourself a test.
Let's go!
Now it's your turn 🚀
Remember - transactional emails are a two part process. It's super easy - we've got step-by-step instructions guided with screenshots to help you along.
Steps to create your transactional template
Follow along by clicking the link below.
Steps to create your trigger (and start sending!)
Once you've created your template, then you can create and connect your trigger.
🎁 Bonus: Subject line ideas
An effective email starts with a great subject line! Cut through the inbox overload with a subject line that grabs attention and makes the purpose clear.
[patientfirstname], your appointment is all set |
Appointment confirmed ✅ |
⏰ See you on [appointmentstart] |
Your appointment with [practitionerfirstname] is confirmed 🎉 |
🗓️ Mark your calendar: Booking details inside |
Subject lines can include personalisation. When you see [brackets] it means this is dynamic personalisation that automatically inserts information relevant to the recipient. Learn more about using personalisation in transactional emails here.