Send an automated cancellation email to my customer with a Placeholder booking on a cancelled Course

Steps to send an automated cancellation email to my customer with a Placeholder booking on a cancelled Course

1 Create your Placeholder Cancellation Email Template
2 Create your Placeholder Cancellation Workflow
3 Test and enable your Placeholder Cancellation Workflow

Related Help Guide Pages

Learn how to send an automated cancellation confirmation emails to the booker or owner of a Placeholder Booking

Sending an automated email when a course is cancelled is crucial for keeping your customers informed and maintaining a professional and organised experience. These course cancellation notifications serve several important purposes: they immediately inform the Placeholder owner that the course will not be taking place, prevent any unnecessary attendance, and demonstrate your commitment to clear and proactive communication. By promptly notifying customers of cancellations, you help to manage their expectations and maintain trust in your organisation.

To provide an excellent customer experience, it’s important to send out these cancellation notifications as soon as the course is cancelled. Quick notifications can help customers feel assured that they are informed in a timely manner, reduce any potential confusion, and allow them to make alternative plans.

With accessplanit’s Workflows, you can send customised Course Cancellation Notifications that include all the necessary details and a professional touch.

Follow this guide to learn the best practices and steps for setting up and sending Course Cancellation Notifications efficiently and automatically!

Create your Placeholder Cancellation Email Template

The first step is to create an Email Template, using merge fields and HTML branding Email Templates allow you to to create consistent communications to send via the Platform

Create your Placeholder Cancellation Workflow

Workflows are used to automate communications, this is the step where you will define the circumstances needed for your Placeholder Cancellation email to send, when it will be sent, and who it will be sent to!

Test and enable your Placeholder Cancellation Workflow

Once you have created your Email Template and Workflows it is time to test, testing is a good way to ensure the email sends when you expect and the content of the email displays correctly in your email inbox.

Test your Placeholder Cancellation Workflow Content - Single Email Test

This testing approach is best used for Workflows where you want to view/test the content of the email only, if you would like to test that your rules are set up correctly (and that your Workflow will send when expected), please jump ahead to the “Test your Placeholder Cancellation Workflow - Become the Recipient” below.

Test your Placeholder Cancellation Workflow Rules - Become the Recipient

This testing approach is best used for Workflows where you are not 100% confident with the rules of your Workflow, and you would like to ensure that you will not send out your statistics emails at the wrong time, about the wrong Courses. With this approach you will start using your Workflow, but all of the Emails will be sent to your email address temporarily.

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