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Editing automated emails
Editing automated emails

How to edit automated emails that run when board events are triggered.

Martin avatar
Written by Martin
Updated over a week ago

Editing automated emails

Tudodesk comes with a built-in, fully integrated email, SMS and message automation engine. This powerful feature can save your team a lot of time, automate tasks at scale, and help you deliver a superior customer service experience for your customers and clients.

Looking for: How to add a new automated email:

https://help.tudodesk.com/en/articles/6109497-how-to-add-an-automated-email

Set-up

  • Tudodesk back office

What's this for?

  • How to edit an existing automated message

Examples of automated messages

  • Estimate and Invoice senders

  • Approved, rejected estimate emails

  • Invoice payment receipts

  • Job updates

What you should know

  • Automated messages trigger on an EVENT, such as when an Estimate or Invoice is marked as Sent.

  • You can PAUSE or Turn off an automated message.

  • Automated messages can have many actions that form a workflow.

  • Automated messages can have a DELAY setting.

Steps

  1. Navigate to the board that is triggering the email: The Job board.

  2. Click the Show menu button.

  3. Select Board automations.

  4. Click the edit pencil beside the corresponding automated event.

  5. After you complete editing click Save.

  6. Turn back ON your automated event.

How to edit the email action

  1. Click the pencil in the top right of the email action.

  2. This opens the email editor.

  3. Edit the Subject line (you can copy template tags from the main body).

  4. Add a short pre-header (intro text).

  5. Edit the email body.

  6. You can insert template tags {{..}} using the template option in the bottom footer bar.

  7. Confirm your edits and click Save.

  8. Turn ON the automation bottom centre of the screen.

Add PDF attachment, Attachments or File attachments.

  1. PDF attachment: If you would you like to attach a PDF copy of the underlying document that triggered the event, check this option. You can also specify what template is when the PDF is created. This is useful for sending for a customer copy of for example a work-order.

  2. Share file attachments: This option will attach all the file attachments uploaded to the source document.

  3. Upload additional file attachments: Use this option to upload additional files that you require to share in this email. Examples are: Terms and conditions, Brochures or shipping instructions.

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