E-mail Templates

E-mail templates make it easier to keep your customers informed through every step of the sales, job, and payment process. 

To begin making changes to Email templates:

1. Navigate to Email Templates, located in the Admin Section

2. To the right of the email template you would like to change, select Edit

*Note: to create a new template, select New Template at the upper left of the page

You can edit the name, subject, recipient, and body of an e-mail by simply entering the desired text. However, to enter dynamic information, i.e., information which changes automatically with the context of your customer or crew, you can use two powerful options:

Using Data Tags

Data tags simply represent some data and are usually a word between two colons (e.g., :my_data_tag:).  To use data tags, simply start by entering a colon followed by the search term, followed by the final or 'closing' colon (see example below).

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The list of data tags available in SingleOps is constantly growing.  To see the current list, visit here or contact SingleOps support to suggest additional data tags.

Using Liquid Markup

Liquid markup allows you to create more complex e-mail templates with information such as Visit scheduled date and times, Invoice totals, etc. 

To learn more about Liquid markup, click here for a great resource from Shopify.

For more time & date formatting options, click here for a great resource from devhints.

 

Common Liquid Markup to Use

Visit Date - Short

ex: 07/13/2021

format: MM/DD/YYYY)

{{ visit.start | date: "%m/%d/%Y" }}

Visit Date - Long

ex: Wednesday, September 2, 2020

format: Day, Month DD, YYYY

{{ visit.start | date: "%A, %B %e, %Y" }}

Visit Time (12 hour)

ex: 3:00PM

{{ visit.start | date: "%l:%M%p" }}

Visit Location (street address, city)

{{visit.location.address }}, {{ visit.location.city }}

Invoice Balance - full balance

${{ invoice.balance | money }}

Invoice Balance - partial balance

(present percentage as decimal; example below is for 25% of balance)

${{invoice.balance | times: 0.25 | money}}

Previewing Changes

You can preview any changes made to your e-mail template by selecting a visit from the dropdown to the right of the edit form.  To refresh a rendered e-mail, click on the refresh button at the top-right of the rendered e-mail to show your most recent edits.

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