Within the Playbook suite, you can set up a wide variety of triggers that will automatically send out emails after a specific action is taken by a user (such as after a team registration or facility reservation)
To set up a custom email trigger, follow these steps:- Log in to your Playbook Back End at: (mywebsite.playbookapi.com/control_panel), and click the gear icon in the top right corner to access Site Settings
- In the left-hand menu, select Customize Emails, then click Custom Email
- Choose the trigger for which you want to create an email from the list on the left
- On the right, fill in the relevant details:
- From: The email address that will send the notification
- Reply To: The email address where replies will be forwarded
- Subject: The subject line for the email
- Body: The message content of the email
- If you wish to add custom header and footer images, click on Advanced Custom Email Settings
- To preview your email, click Preview Custom Email to see how it will appear when sent
- Once you’re satisfied with all the settings, click Save Changes
Your custom email trigger is now set up!