...

...

...

...

...

Content

Accessing the Tool 

Navigate to Settings, click Correspondence.

Image Removed

Select Manage Email Templates.

Image Removed

Click on the Edit link next to the email template you wish to edit.

Image Removed

The email template is now available to edit. The email may contain ‘merge fields’, which are indicated by brackets { }. Merge Fields are used to display specific information that may be unique to the event, contact, etc.

Image Removed

Editing Templates

To edit the hard coded information, simply type before, over, or after the existing verbiage.

To add or edit a merge field in the email, navigate to Settings > Correspondence, where various merge field reference pages can be found. Select the type of reference page needed, find the desired merge field, and copy/paste (Ctrl C/Ctrl V) the field value into the document.

Image Removed

 Save once complete.

Image Removed

 The email template is now ready to be sent to clients.

Creating New Email Templates

Creating a new email template is very similar to the process of editing an existing email template. 

First, navigate to Settings, click Correspondence. Next, select Manage Email Templates.

Image Removed

Click the New button.

Image Removed

Begin drafting the new email template. Be sure to choose a Business Type (event, contact, lead, etc.), a Document Type and a Folder for the email to live in.

Image Removed

Note: if at any point you need to navigate away from the edit screen, click the Save button so that you do not lose your work!

When you have finished creating the new email template, click Save.

FAQs

Q: How do I know what merge field to use?

A: Depends on what information you are looking for. You can find all of the merge fields in Settings >Correspondence then merge fields.

Q: What happens if I’m not using my cross marketing sidebar?

A: This will be blank for members and they won’t see anything. This does not throw off the design and only Admins/Editors can see the click to edits. You do not always need to have a cross marketing piece placed in these sections.

Best Practices

1. Give the new template a new name; using “Revised” is a good practice.

2. Test the email after making changes to make sure that all the information is showing as you would like it to.

Downloadable Guide

Banquets Editing Email Templates

Back to Getting Started

The first step in managing an event is to create the actual event to be managed.  This guide will walk you through creating or booking the original event.

Required Permissions

• Admin Access

• Level 1

---

Step by Step: Booking an Event

1. Click on Events Icon.

2. Click on New Event.

3. Type Primary Contact’s First and Last Name in theContact Field. Click Search.

   1. If Contact record is found, click ontheir name to select.

   2. If Contact record is not found, add contact in Office as a new member and wait for member to sync over to Banquets.

4. Enter the remaining Event (red banner) and Function (gold banner) information.Required Event and Function fields are indicated with a red asterisk ( * ). Click Save.

5. If additional functions are needed, click Save and New Function.

6. The Event will now appear in the Calendar.

---

Best Practices

1. Add your contacts in Office and let them sync over to Banquets.

2. Make sure the owner for the contact says GATEWAY_AGENT, if it doesn’t the information won’t come into Office.

3. Billing Contact must a contact synced from CMA and cannot be one created in ReServe.

FAQs

1. How do I move an event to a different date or time?

   1. When in the calendar view, you can drag and drop the event to the new day. When in the event, you can click on Move Event and follow the provided steps.

Image Added