Email Templates

You can create a html email template within the system, that you can link to be triggered on any event ie. on booking, on delivery, on a delay etc.

This can be created as a global email template, or an email template for a specific account.

These are created in the control panel, under Email / Online Settings, “Email Template Designer”

You can first select to create a new template or edit an existing template

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When creating a new template you will be presented with a plain page that you can design.

You can insert images, add text, and also using navigator tags link to data from the booking the email is sending from.

The HTML source code can be entered or ammended under the tools tab.

When you save your template you select if this is a global template, or an account level template, then give it a name.

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You can then assign the template to a particular status either in an account under Email Templates, or if a gloabl template, in the control panel under email templates.

An example of a template can be seen below. Followed by how this is presented to the customer.

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Email Tags

Below is a full list of the tags that can be used to pull job data in to the email.

Job Number: [% job.consign_note %]

Account Name: [% account.name %]

Account Number: [% account.ref %]

Collection Address:

[% FOREACH a IN collections %][% a.company %]

[%IF a.building %][% a.building %][%END%][% a.street %]

[%IF a.results.ADDR3 %][% a.results.ADDR3 %], [% END %][% a.town %]

[% a.postcode %]

[%IF a.complete %]Completed: [% a.complete %]

[%END%][%IF a.signed %]

Signed By: [% a.signed %]

[% END %] [%IF a.sign_id %]

[% END %] [% END %]

Delivery Address:

[% FOREACH a IN deliveries %][% a.company %]

[%IF a.building %] [% a.building %]

[%END%] [% a.street %]

[%IF a.results.ADDR3 %][% a.results.ADDR3 %], [% END %][% a.town %]

[% a.postcode %]

[%IF a.complete %]Completed: [% a.complete %]

[%END%][%IF a.signed %]Signed By: [% a.signed %]

[% END %] [%IF a.sign_id_base64 %]

[% END %] [% END %]

Driver Name: [% FOREACH a IN driverdetails %][IF loop.first %]Driver:[% END %][% a.code %] - [% a.name %][% END %]

Tracking History:

[% USE date %]

[% FOREACH e IN job.filter_status() %]

[% e.description %]

[% e.details %]

[% date.format(e.time_stamp.replace(’T’,’ ‘), format = ‘%d/%b/%Y %T’) %]

[%END%]

Service Level: [% job.service %]

Booked Time: [% job.booked %]

Collection Tme: [% job.pickup_time() %]

Collection Date: [% job.pickuptime() %]

Bookers Name: [% job.booked_by %]

Purchase Order: [% job.purchase_order %]

Reference 2: [% job.ref2 %]

Reference 3: [% job.ref3 %]

Reference 4: [% job.ref4 %]

Job Notes: [% job.notes %]

Job Price: [% job.price %]

Pieces: [% job.total_pieces %]

Weight: [% job.total_weight %]

Agent Reference: [% job.agentRef %]

Invoice Notes: [% job.invn %]

Goods Description: [% job.description %]

Goods Value: [% job.gds_value %]