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For example, a customer has booked a tour and has paid a deposit only. payment. You can schedule a final payment reminder template to the customer as soon as they have booked the tour which reminds to remind them that they have 30 days to pay the remaining about about before the tour depature date.
Summary:
Create Template
Set the parameters for scheduling
Instructions
Navigate to the Templates Tab
Select the Add Template button
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Fill out the Template Name, Subject and Body Content field as these are required fields. You can also decide whether you want this template sent out as an Email or SMS. In the example below we have created a template that uses content fields. If you wish to learn more about content fields please visit the Send Comms Documentation. Click on the Save button to Continue.
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You should now see your template. (You can select the trash can icon if you wish to delete the template).
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Now we need to set the parameters so the template can automatically send out to the customers. Navigate to the Scheduler tab and select the Add New Schedule Button.
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Scheduled Details - (The Highlighted fields in Green below are all required fields).
a) In the example below, we have called the Scheduled Name “Payment Reminder”. You can name it to whatever you see fit.
b) The Template field has a drop-down arrow which allows you to choose any template that you have previously created. In this case we have selected the payment reminder template we just created.
c)
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