Send an automated Booking Confirmation email to my customer when they complete their basket

Steps to Send an automated Booking Confirmation email to my customer when they complete their baskets

1 Create your Email Confirmation Template
2 Create your Confirmation Workflow
3 Test and enable your Booking Confirmation Workflow

Related Help Guide Pages

Learn how to send an automated Emails to Delegates

Sending Booking Confirmation emails to your customers after they complete their booking with you is crucial to ensure they get a smooth and satisfying experience! These confirmation emails not only provide them with immediate verification of the booking, and include important information about their booking, the booking confirmation email is also typically your first official communication with the customer for you to provide a professional and organised impression of your training business.

To enhance your customers' experience, it’s important to send out these confirmation emails within minutes of bookings being completed. Quick confirmations help your customers feel more secure about their purchase, reassure them that they have booked the right Courses, and provide a great first impression!

With accessplanit’s automated emails, you can effortlessly send customised Booking Confirmation emails that include all the necessary details and a personalised touch.

Follow this guide to learn the best practices and steps for setting up and sending Booking Confirmation emails efficiently and automatically!

Create your Email Confirmation Template

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

Create your Confirmation Workflow

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

Test and enable your Booking Confirmation 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 Booking Confirmation 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 Booking Confirmation Workflow - Become the Recipient” below.

Test your Booking Confirmation 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 emails at the wrong time, about the wrong bookings. 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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