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Compilation of all e-mail templates

Designation

Content, purpose

Mail will be sent to

Send automatically

Send manually

Settings

Info message

Notification to admin that min./max. participants reached

E-mail address of the organization that manages the edoobox account.

Yes, after participants have booked,
as soon as the minimum/maximum number of places has been reached.

No

none

Waiting list request mail

Ask participants on the waiting list whether they would like to complete the booking/registration for the offer.

Selected waiting list participants

No

Offer > Participants > Waiting list > Select checkbox of participants > Inquiries

none

Waiting list confirmation mail

Confirmation of waiting list entry
without active MustPay function

Booking participant

When booking a participant on the waiting list.

In Booking overview > E-mail > Send booking confirmation

Function is active if waiting list bookings are permitted in an offer.

Confirmation mail

Confirmation of booking/registration

Booking participant

Yes, always when a participant makes a definite booking.

In Booking overview > E-mail > Send booking confirmation

none

Appendix: Booking.pdf (registration)

Summary of the booking

Booking participant

Attachment confirmation mail

In Booking overview > E-mail > Send booking confirmation

Booking.pdf registration & waiting list can be activated as a combined function.

App menu > Settings > E-mail > Booking.pdf

Appendix: Booking.pdf (waiting list)

Summary of the waiting list booking

Booking participant

Attachment waiting list confirmation mail

In Booking overview > E-mail > Send booking confirmation

Booking.pdf registration & waiting list can be activated as a combined function.

App menu > Settings > E-mail > Booking.pdf

Appendix: Ticket.pdf

Ticket for admission scan

Booking participant

Attachment confirmation mail

In Booking overview > E-mail > Send booking confirmation

Function can be activated.

App menu > Settings > Barcode

Appendix: Date ICS file

Date file to download into your own calendar.

Booking participant

Attachment confirmation mail

In Booking overview > E-mail > Send booking confirmation

Function can be activated.

App menu > Settings > E-mail > Appointment.ics

Release mail

Notification to participants, offer will be carried out

All participants in the offer

No

When manually switching to the status
"Released"

none

Cancellation mail

Notification to participant, offer will not be carried out

All participants in the offer

No

When manually switching to the "Canceled" status

none

Reminder mail

Reminder of the offer, 2 hours to 7 days before implementation

All participants in the offer

Only if function is active,
2 hours to 60 days before the start date of the offer.

Offer must have reached a minimum number of participants and must not be in draft or canceled.

In Booking overview > E-mail > Send booking reminder

Function can be activated.

App menu > Settings > E-mail

Participant deregistration

Request to deregister/cancel a booking

E-mail address of the organization that manages the edoobox account.

Only if the participant clicks on cancel in their account
.

No

The function for canceling bookings can be activated.
App menu > Settings > Login settings

Invoice mail

Mail with invoice attached

Booking participant

No

Open invoice > More > Send invoice as email.

none

Appendix: Invoice.pdf

Invoice for the booked offer, to be sent with the booking confirmation e-mail

Booking participant and/or to the different billing address

Only if automatic invoicing is active, as an attachment to the booking confirmation email

In booking overview > Open invoice > More > Send invoice as email (is sent with invoice mail).

In Booking overview > E-mail > Send booking confirmation

Function can be activated.

App menu > Settings > Payment systems > Invoice > Activate invoices

Appendix: Cancellation invoice.pdf

Cancellation invoice for the issued invoice

Never sent to the participant.

Included in the export of all invoices for accounting purposes.

No

No

none

Payment reminder mail

Payment reminder to participant

Selected booked
Participants

No

In Booking overview > E-mail > Send payment reminder

none

Complete MustPay registration

If MustPay is active and not yet paid: Request to complete the registration
, i.e. payment

Booking participant

If payment has not been made within 10 minutes of completing the MustPay booking.

No

Function is active if activated in Offer > Settings >
MustPay

Confirmation of payment

Confirmation of payment

Booking participant

After each incoming payment
(all payment systems & RG's, without manual transactions.)

No

Function can be activated.

App menu > Settings > Offers

Visit confirmation mail

Visit confirmation with % indication of visit time

All participants in the offer

After the end of the course or with indication of the
transmission delay up to 60 days later, provided conditions are met

No

Function can be activated.

App menu > Settings > E-mail

Appendix: Certificate.pdf

Certificate for the visit

All participants in the offer

When the minimum attendance requirement is reached (% rate)

No

Function can be activated.

App menu > Settings > E-mail

Non-visit notification mail

If the participant has not/not very well attended

Booking participant

If the minimum attendance requirement is not met (% rate)

No

Function can be activated.

App menu > Settings > E-mail

Voucher sale

E-mail with the code of the successfully purchased voucher

To the person who buys the voucher

After successful payment of a voucher purchase.

No

Function can be activated.

Design Manager > Insert voucher sale button as widget

Registration Info

Notification that an application has been received

E-mail address of the organization that manages the edoobox account.

When booking a participant.

No

Function can be activated.

App menu > Settings
E-mail

Forgotten password

Message to participant to reset password

Participant of a
offer

When requesting the password.
Admin & participant

When requesting the password.
Admin & participant

none

Mail request list

Request email after a request has been submitted to accept or reject the request.

Inquiring or requested participant

Copy to second e-mail address possible

When submitting a request

Offer > Participants > Inquiry list > Send inquiries

Copy to second e-mail address can be activated

App menu > Settings >
E-mail > enter a data field for Request list - Send copy to second e-mail address

Appendix: Booking.pdf (request list)

Summary of the request

Inquiring or requested participant

Attachment request list mail

Offer > Participants > Inquiry list > Send inquiries

Booking.pdf can be activated.

App menu > Request list > Open list and activate Send booking PDF

Request list reminder mail

Reminder that request still needs to be confirmed or canceled.

Inquiring or requested participant

Only if function is active

Offer > Participants > Request list > Send reminders

Function can be activated.

App menu > Request list > Open list and activate reminder

Request list Cancellation mail

Notification to participant that request has been rejected

Participant whose request was rejected.

Only if function is active

No

Function can be activated.

App menu > Settings >
E-Mail > Activate rejection mail on rejection

Decision deadline expired

Notice that the decision deadline for an offer has expired.

Inquiring or requested participant

Yes

No

none

Request was rejected by the admin

Notification that the admin has rejected the waiting list request from the request list.

Inquiring or requested participant

Only if Admin rejects the offer in the backend.

No

Open offer > Go to the request list > Set request to cancel

In addition to the existing system templates, you can also create your own e-mail templates.

Info: Placeholders for customizing emails and PDFs

All placeholders and the corresponding information are listed in the instructions E-mail system templates and placeholders in edoobox.

Related instructions

Keywords for these instructions

Mail templates ¦ Content of the mail templates ¦ Mails ¦ Registration confirmation

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