Email Template Reference
Written by Kali Patrick
Updated at July 27th, 2024
There are quite a few Syncro Email Templates you can customize. The table below provides a brief description of each email template.
Note: “Automatic” in the Mode column means that Syncro sends the email without any action necessary on your part; “Manual” requires you to take some action.
| Email Template | Mode | Description |
|---|---|---|
| Appointment Reminder | Automatic | Sent as a reminder of upcoming Appointments to both you and your Customers. |
| Credit Card Expired | Automatic | Sent to Customers when an automatic payment fails because the card is expired. |
| Estimate | Manual | Sent to Customers with the Estimate attached whenever you view a specific Estimate and click Actions > Email. |
| Intake Form | Manual | Sent to Customers with the Intake Form attached whenever you email an Intake Form. |
| Lead Autoresponder | Automatic | Sent to Customers when they're captured as Lead. |
| Non-Ticket Appointments | Manual | Sent to Customers when you create an Appointment that's not related to a specific Ticket. Note: The “Do Not Email This Appointment Invitation” box needs to be UNCHECKED when the appointment is scheduled for this email to send. |
| Outtake Form | Manual | Sent to Customers with the Outtake Form attached whenever you email an Outtake Form. |
| Paid Invoice | Manual* | Sent to Customers with the Invoice attached whenever you email a paid Invoice. *This email is Automatic if you check the “Automatically email paid Invoice PDF to Customer after Portal Payment” box in Admin > Invoices - Preferences/Settings. |
| Portal Invitation | Manual | Registration email sent to Customers/Contacts when you invite a User to the Customer Portal. |
| Portal Password Reset | Manual | Password reset email sent to Customers/Contacts when they request it. |
| Purchase Order | Manual | Sent to Vendors with the Purchase Order (PO) attached whenever you email a PO. |
| Recurring Charge Failed | Automatic | Sent to Customers whenever an automatic payment fails. |
| Statement | Manual | Sent to Customers with the Statement attached whenever you email a Statement. |
| Ticket Appointments | Automatic (when appointment is scheduled) | When you use the Calendar page to schedule an appointment, this email gets sent to Customers. |
| Ticket Autoresponder | Automatic |
Sent when Customers email in and Syncro creates a Ticket, or when a Ticket is created from an Agent Contact Form.
|
| Ticket Comment | Automatic | Sent to Customers when you update a Ticket in the COMMUNICATIONS section for Public Notes and Emails. Note: The “Ticket Comments - Do Not Email Comments By Default” box in Admin > Tickets - Preferences/Settings needs to be UNCHECKED for this email to send. |
| Ticket Created | Automatic | Sent when you create a new Ticket on behalf of a Customer. |
| Ticket Resolved | Automatic |
Sent to Customers when you move a Ticket to the Resolved status.
Note: The “Enable Ticket Resolved Emails” box needs to be CHECKED for this email to send. |
| Unpaid Invoice | Manual | Sent to Customers with the Invoice attached when you email an unpaid Invoice to a customer. |
Notes:
- While you can customize whether or not notifications get emailed to your technicians, you cannot customize their content. See also Customize & Assign Notifications.
- If you need to edit the HTML code that wraps around all the email templates, see our Default Email Wrapper HTML Code article.