{"id":6370,"date":"2021-02-06T00:15:22","date_gmt":"2021-02-06T08:15:22","guid":{"rendered":"https:\/\/mitchell11.wpenginepowered.com\/blog\/shopconnection\/put-your-stamp-on-customer-emails-in-manager-se\/"},"modified":"2025-01-03T09:01:15","modified_gmt":"2025-01-03T17:01:15","slug":"put-your-stamp-on-customer-emails-in-manager-se","status":"publish","type":"shopconnection","link":"https:\/\/mitchell1.com\/shopconnection\/put-your-stamp-on-customer-emails-in-manager-se\/","title":{"rendered":"Put Your Stamp on Customer Emails in Manager SE"},"content":{"rendered":"

When email sending capability was initially added to Manager SE, it was provided with basic \u201chere\u2019s your estimate\u201d (or repair order or invoice as the case might be) message, along with your shop name. This was included in the \u201chandoff\u201d to the shop PC\u2019s email client (Outlook, Thunderbird or similar) to fly across the internet into your customer\u2019s email Inbox.<\/p>\n

While our Manager SE users were pleased to now be able to email documents to customers; some expressed a desire to edit or replace these generic messages with some of their own design. Thinking further about this request, we saw this as yet another way for a shop to market its services to their customers.<\/p>\n

By leveraging shop, customer and vehicle specifics into the email messages that accompany estimates, repair orders and invoices, shops could step up their business image, reinforce their shop\u2019s branding and increase customer loyalty in the process. To make this a reality, we needed to give shops an automated way to include elements from their own database; which brings us to the Email Template Editor.<\/p>\n

How to Edit Your Emails<\/strong><\/p>\n

It is now possible to edit the sample wording we included in the email document process. Go to the File<\/strong> menu, select Print Setup<\/strong> to access the Reports & Printers selection screen.<\/p>\n

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Click on the \u2018Email Template Editor<\/strong>\u2019 button to open the editor to change an email template for the currently selected document type. Make note of your selection before clicking the button so that you can see and edit the appropriate message content. Estimate is selected by default, so let\u2019s take a look at that template.<\/p>\n

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Below is what the standard Estimate template message looks like before any changes were applied. See first the editor view and then the resulting email message below as it appeared to customers when they opened it. NOTE: Original version inserted the Estimate template name (EST with Hours Report) into the Subject line.<\/p>\n

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This editor allows users to create their own preferred message to be included when emailing an estimate, R.O. or invoice to a customer. Users may free-form type anything with basic tools or incorporate actual database fields into the subject line and the message body itself. You only type what appears in black; any blue text shown in brackets is a database field that has been inserted.<\/p>\n

Click inside your template message (or template subject line) where you want to insert a database field, then select that field (listed in Report Template Parameters), then click the double-arrow to insert that spot in either the Template Subject or Template Body you specified.<\/p>\n

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Click on Save<\/strong> in editor to keep template changes; then click OK<\/strong> in Report\/Printer selection screen.<\/p>\n

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Now let\u2019s take a look at the customized Estimate message the customer will see when they open the email. It\u2019s all about this customer and specifically this vehicle. The customer can see the call to action and the service advisor\u2019s name. Below the shop name and phone number, we can now see a footer message with the shop\u2019s website URL with an invitation to keep up with this shop\u2019s activity there.<\/p>\n

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Using the Email Templates Editor to tailor your outgoing email will ensure proper messaging, accuracy and personalization. Manager SE will even insert the amount due on your Invoice template, if you so choose.<\/p>\n

One more thing: We\u2019ve also addressed sending to more than one email address listed on the customer\u2019s profile. In Manager SE, go to the Customer tab, click on the new Email List<\/strong> button and see how you can now record multiple email addresses, define them by type and also if they should receive a copy whenever you click on an Email button from the Order or Revision screens.<\/p>\n

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 <\/p>\n

Want to learn more about <\/strong>Manager SE shop management?<\/strong><\/h2>\n

REQUEST A FREE DEMO!<\/a><\/u><\/strong><\/h2>\n

You may also like to read:<\/p>\n

NEW Database Validations Confirm Your Manager SE Data Integrity Every Day<\/a><\/h4>\n

Tax Season and the Importance of Manager SE Setup<\/a><\/h4>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

\"\"Mitchell 1 continues to bring new and improved features to auto shop owners and managers, helping them make their everyday tasks just that much easier. Manager SE now allows users the ability to edit and build their email messages with the launch of the new Email Template Editor. Learn more about it here in this blog.<\/p>\n","protected":false},"author":1,"featured_media":9154,"parent":0,"template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":""},"shopconnection-category":[1630],"shopconnection-tag":[1284],"class_list":{"0":"post-6370","1":"shopconnection","2":"type-shopconnection","3":"status-publish","4":"has-post-thumbnail","6":"shopconnection-category-shop-management","7":"shopconnection-tag-editoremailsmanagement-softwaremanager-setemplate","8":"entry"},"acf":[],"_links":{"self":[{"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/shopconnection\/6370","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/shopconnection"}],"about":[{"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/types\/shopconnection"}],"author":[{"embeddable":true,"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/users\/1"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/media\/9154"}],"wp:attachment":[{"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/media?parent=6370"}],"wp:term":[{"taxonomy":"shopconnection-category","embeddable":true,"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/shopconnection-category?post=6370"},{"taxonomy":"shopconnection-tag","embeddable":true,"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/shopconnection-tag?post=6370"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}