Email inbox, templates and automation

Emails to your clients can come from EventyBooth or from your own mailbox. These pages control where they come from and what they say.

Connect a mailbox

1. Open Settings → Email Delivery.
2. Under Sender identity, set From name and Reply-to email.
3. Under Mailbox connection, enter the SMTP host (outgoing mail), SMTP port, Encryption, Username and Password.
4. To send proposals, contracts and invoices from your own address, switch on Use this SMTP for outbound proposals, contracts and invoices too, then enter your From email.
5. Under Inbox (IMAP), enter the IMAP host and Port, and keep Secure (SSL) on.
6. Click Save changes, then Test inbox connection and Send connection test.

Without a connection, emails go out through EventyBooth and replies reach your reply-to address.

Use the Email inbox

Email has Inbox, Sent, Junk and Deleted. Until a mailbox is connected, it shows Connect your inbox. Click a message to read it, then Reply or use the delete icon. Click Compose to write a new email from your own mailbox.

Edit Email Templates

1. Open Settings → Email Templates and choose an email. They are grouped under Enquiry, Proposal, Booking, agreement & change requests, Payments & reminders and Client portal.
2. Change Email subject, Heading shown in the email or Body (HTML). The listed merge tags fill in details such as names.
3. Click Save template. Reset to default restores the original wording.

Set Email Automation

Under Settings → Email Automation, turn whole groups on or off, such as Proposal emails. Under Reminder cadence, enter comma-separated days for proposal follow-ups, agreement follow-ups, payment reminders and event reminders, such as 7,3,1,0. Recent delivery lists what was sent.