Campaign Monitor ( in Zr Ware®)

Campaign Monitor (in Zr Ware®)

Zr Ware® > Admin > Campaign Monitor gives you control over emails that are sent to customers (invoices, estimates, appointment reminders, cancellations, and appointment confirmations).

1. Email Templates
2. Settings

When does Zr Ware® sync to Campaign Monitor?

 

1. Email Templates

1. Trigger Types
2. Templates

1.1. Trigger Types

There are several triggers that can send emails to customers in Zr Ware®.

The following is a list of events that, when they occur, can result in the sending of an email to a customer. Subsequent conditions must also be met for the email to be sent.

1. Booking Confirmation: When a booking is first created for any department.
2. Booking Cancellation: When a booking is cancelled.
3. Appointment Reminder: Sends out the day before the appointment date. Logged in the booking logs.
4. Job Complete: When the work on a booking is completed and it is closed.
5. Estimate: Used when an estimate is closed.
6. Recurring Appointment Reminder
7. Recurring Appointment Expired
8. Recurring Appointment Final Reminder
9. Sales Estimate: Used to send an Estimate to Lost Sales.

After a trigger is selected, you can define templates for use.

Back to Email Templates

1.2. Templates

Once a trigger occurs, zr ware™ will check each template in this list for a match, starting at the top and working down. When a matching template is found, that template is used to send the email to the customer.

1. Add. Follow the same steps as for editing.
2. Delete
3. Edit

1.2.1. Edit Template

The following conditions are used when checking for valid templates.

1. Template: The template from Campaign Monitor to be used when sending an email.
2. Non-revenue type: Use these checkboxes to specify the non-revenue type of the job.
3. Category/Products
4. Default Email: The Default Email. Check this box to indicate that this is the default email to be used for this trigger. If this box is checked, then this template will normally be last in the list of templates. Note: We normally send the default email to all revenue and non-revenue jobs unless a filter says otherwise(see 2 and 3 above for filters).
5. Email Requirements: The primary use for this checkbox is if you are wanting to make sure the  system includes the arrival window start time in the confirmation email. If this is not checked, the email will be sent immediately upon booking. If it is checked and the booking is routed with an appointment time, one of these three triggers will send it out. If this is checked and the booking is not routed, none of these triggers will send the email.
   1. Recommended: Sending it manually from Client history > Actions > Resend appointment Confirmation Email.
   2. Changing the confirmation status from none to something else. For this to work, you need to enable the "Send confirmation e-mail when confirmation status changes from None to something else or if the arrival window changes in the confirmation status popup" feature in Admin → Company.
   3. Updating from the booking screen if the email hasn't been previously sent.
   4. If neither of the above (1, 2 or 3) trigger it, the nightly job will send it out later that evening.
      
      

If the booking doesn't match any of the requirements set, the nightly job will pick it up and send out the email.

Back to Templates

1.2.1.1. Category/Products

You have the option of filtering bookings based on the categories of products present on the booking or of filtering bookings based on individual products.

Product List.

Enter a list of required products into the field. This template will only be used if at least one product from the list is present on the booking.

1. Every Product Required. If this box is checked, this template will only be used if every product in the list is present on the booking.

Category List.

The category list allows you to specify which categories to use when filtering templates. If a booking has at least one product whose category is in the list of selected categories, then this template will be a candidate for use with that booking.

To move a category from available to selected or vice versa, click on it.

Back to Edit Template

Back to Templates

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2. Settings

Settings allows you to set the API Key for your Campaign Monitor integration, as well as check the status of the integration.

1. Set API Key
2. Check Integration

2.1. Set API Key

You can set the API Key by entering it here and pressing save.

If it saves, it should be a valid key.

Back to Settings

2.2. Check Integration

To check the status of zr ware's™ integration with Campaign Monitor, select one of the API calls from the drop-down.

Back to Settings

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How are Transactional Emails sent out?

Appointment Confirmation - All emails on the service contact
Cancellation Email - Primary email of the service contact
Appointment Reminder - All emails on the service contact
Estimate/Job Completed - Selected emails from the tech view before the invoice is closed

Sales Estimate: Selected emails on the client.