Wishlist Link Email Template

Once you create a Wishlist for your client, you'll want to send it on over to them in a snazzy, professional email that's consistent but takes you a matter of seconds to generate.

You'll be able to do just that by clicking the "Create Email" button in the Payments tab of your Order. Doing so will open a new email in your chosen client. You can then either edit the message or click send right away and sit back until your client says "This is amazing! I want it all!"

To customize the default text of this email, navigate to the Account icon in the upper right corner of your browser window.

In the left column, select Email Templates.

Choose the Wishlist Link tab.

Click the green Edit button at the top of your browser window.

Feel free to modify the default text in any way that you'd like but keep in mind that the Reference Tags (##COMPANY_NAME##, ##EVENT_DATE##, etc.) are meant to save you from a life of cutting-and-pasting. Even if you rearrange them or add more verbiage, you may want to include these tags.

Here is a Guide for the supported Reference Tags:

  • Your Company Name: ##COMPANY_NAME##
  • Event Date: ##EVENT_DATE##
  • Wishlist Number: ##DISPAY_INVOICE_ID##
  • Client Name (First and Last): ##CLIENT##
  • Client First Name: ##CLIENT_FIRST##
  • Client Last Name: ##CLIENT_LAST##
  • Link to Wishlist PDF: ##PDF_LINK##

Be sure to include all relelvant tags, especially the ##PDF_LINK## so your customers can see the Wishlist PDF you've created for their inquiry.

When you've finished crafting your message, be sure to click the green Save button at the top of the browser window.


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