Email Messages

About Email Messages


The Email Message system built into Booking Live allows you to automatically send confirmation messages, reminder messages and other messages to your customers via Email. These can be set up to send automatically via usage of the Timeline.

Default Messages


The Booking Live system comes pre-packaged with a number of default messages. These can be found at:

Message name Description Default Recipient
Feedback Request Email The message sent after and event to request feedback (requires use of the Timeline and Feedback) Purchaser
Cancellation Email Sent to the Recipient(s) upon cancellation of an Order Purchaser
Confirmation Email Sent to the Recipient(s) upon completion of an Order Purchaser
Confirmation Participant Email Sent to the Recipient(s) upon completion of an Order Participant(s)
Amendment Email Sent to the Recipient(s) upon ammendment of an Order Purchaser
Reset Password Sent to the Recipient(s) upon request of a change of password User who requested
New Account Email Sent to the Recipient(s) upon creation of an account User
Full Payment Confirmation Email Sent to the Recipient(s) upon full payment of an Order Purchaser
Waiting List Confirmation Email Sent to the Recipient(s) upon completion of a Waiting List Order Purchaser
Card About To Exprire Email Not actively used N/About
Invoice Email Sent to the Recipient(s) upon creation of an Invoice Purchaser

If you have created additional messages (see below for details), then you can select which message is used through the use of the Dropdown field for each system message.

Editing and creating Email Messages


To edit or create a new Email Message, you need to go to:

Here, you can see the list of all currently existing Email Messages on your system.

Email Message Settings


This screen shows the settings that are available for editing or creating an Email Message. The above example displays the Default Confirmation message.

Setting Description
"Main" Tab
Name The internal name of this Email Message
Email From The From address to be used by this Email Message
Subject The Email Message subject line
Message Style Used to style the Email Message to match site branding (see Message Styling for details)
Message Recipients Who will recieves this Email Message
Message Contents The content blocks of the Email Message
"Message Attachments" Tab
Message Attachments Used to link files to an e-mail, see below for details.
"Message Test Settings" Tab
Message Test Settings Used to test the output of an Email, see below for details.

Message Recipients


When you create an Email Message, you can select the Recipients. You can choose from:

When you include a new Recipient, you can define if they will be in the To, Cc or Bcc lines of the Email.

Message Contents


To add in a new Content Block for the Email Message, you need to select the relevant content item from the dropdown list (Select type to create) and then click on the Add button.

Content type Description Default Example
General Content The internal name of this Content Block
Feedback Request The text to be included in this Content Block NO IMAGE
Invoice Details of the Order Invoice NO IMAGE
Order Item Summary A summary of the Order Items
Order Summary A summary of the Order, stating Booking Ref, Date, Status, etc
Order Total The total of the Order and any transactions
Participant Summary Details of the Participant, based on the Booking Form fields
Email Custom Content Additional content based on the Email tabs of Locations and Products
Purchaser Attatchments A link to any applicable attatchments
Purchaser Summary Details of the Purchaser, based on the Booking Form fields
Set Invoice Link A Link to the Order Invoice. NO IMAGE
Transaction Summary Plain Text description of any Transactions recorded against this order
Waiting List Confirmation Confirmation details regarding the Waiting List NO IMAGE

With most of the Content Blocks, after you click Add, you will then need to click Save and Close to add it to the Email Message.
You can re-order any of the Content Blocks by clicking and Dragging the icon to the left of the Content Block.

Edit Message Content Block


To edit the Message Contents, you will need to click on the Edit icon to the right of the Content Block. Note: Some content blocks cannot be edited, except for Message Rules.

Setting Description
Name The internal name of this Content Block
Content HTML A Rich Text Editor to allow you to create formatted content.
Content TEXT A Plain Text section to display when the user is unable to view the HTML Content
Message Rules See below for more details

Message Rules


It is possible to set validation rules for when this particular Content Block will be included in the Email Message. These rules can be added by going to the Message Rules section of the Content Block, selecting the relevant content item from the dropdown list (Select type to create) and then click on the Add button.

Setting Description
Has Balance To Pay Content Block included if there is an Outstanding Balance against the Order
Full Balance Paid Content Block included if there is no Outstanding Balance against the Order
Incomplete Participant Information Content Block included if there are incomplete (Optional) fields in the Booking Form
No Refund Content Block included if
Only New Purchaser Content Block included if the Purchaser currently does not have an Account on the system
Partial Paid Content Block included if the Order was partially Paid
Provisional Order Content Block included if this is a Provisional Order
Recipient Has No Password Content Block included if the recipient has no Password set on their Account

Email Merge Tags


The following merge tags can be used within an Email Message:

Tag Description
{ParticipantSocialTitle} The title of the Participant
{ParticipantFirstName} The first name of the Participant
{ParticipantSurname} The surname of the Participant
{OrderReference} The Order Reference
{AdminEmail} The Admin Email Address(as set in General Settings)
{CompanyName} The name of your Company (as set in General Settings)
{FirstName} The first name of the Recipient
{PasswordLinkBlock} A link to reset the password of the current User
{Custom:[FIELDNAME]} Include information from any Custom Booking Form Fields.

Page last modified: June 18, 2019