How To Use Email Templates & Automations in the iOS App
In Unscripted, you can customise global email templates as well as manage shoot-specific email automations — all from your iOS app or web platform.
New: Email automations are now available on the web platform!
Email Templates & Automations
Automating your email communication with clients saves time and ensures consistency. You can streamline your workflow by using predefined templates that ensure timely and professional communication with your clients.
Global Email Templates
Your global email templates serve as the default templates used for every new photoshoot (or "shoot") you create.
Using email automation features, you can trigger predefined templates under specific conditions, allowing for seamless and efficient communication in your workflow.
How to Edit Global Email Templates
Go to the My Biz home screen in the app.
Scroll down to Templates.
Scroll across to manage templates.
From here, you can edit and save your default email templates. Any changes you make will automatically apply to all new shoots created afterward.
Note: Changes to global templates will not affect existing or past shoots.
Shoot-Level Email Automations
You can also customise and schedule emails specific to each individual shoot.
How to Access Shoot-Level Email Automations
Open the shoot you want to manage.
Scroll down to the Sessions on your app home screen.
Select the Session you wish to edit.
Tap Emails + Automations.
You'll see a list of email templates specific to that shoot. Templates with a calendar icon next to them can be scheduled.
How to Schedule an Email
Tap the calendar icon next to your chosen template.
Set the desired date and time on the Schedule New Email screen.
Manage all scheduled emails under the Automations tab in the same section.
Using Dynamic Tags in Email Templates
Dynamic tags allow Unscripted to automatically personalise your emails with shoot- and client-specific details, so your messages always feel personal and professional.
This includes a special tag for the client portal link, allowing clients to access invoices, questionnaires, and contracts easily.
Supported Dynamic Tags
Tag | Description |
(name) or (client name) | First name of your client |
(client names) or (insert client name) | Client name(s) |
(your name) or (insert your name) | Your name as set in your Unscripted profile |
(date) | Scheduled photoshoot date |
(time) | Scheduled photoshoot time |
(location) | Photoshoot location |
(insert balance amount) | Remaining balance owed by the client (after deposits, discounts, taxes, and payments) |
(insert booking link) | Includes the client portal link, which grants access to invoices, questionnaires, and contracts |
Tip: If a tag can't be filled (e.g., no date scheduled), it will remain as is in the email. Be sure the relevant info is set in the shoot details to maximise personalisation.
Quick Tips
To personalise a template, simply overwrite the placeholder text.
Changes to templates apply only to new shoots going forward — existing shoots keep their original templates.
If you need to start fresh, you can reset your templates to default through the My Biz section.
Resetting and Restoring Email Templates
If you need to start fresh or return to the original templates, Unscripted provides options to reset and restore your email templates.
How to Reset Email Templates
Go to the My Biz home screen in the app.
Scroll down and find the Reset Templates option.
Confirm your selection when prompted.
Note: This will reset all your email templates to their default state, including client portal email templates.
Restoring Default Email Templates
Go to the My Biz home screen.
Scroll down to Templates.
Look for the Reset Templates option.
Confirm to restore the default templates.
Troubleshooting Template Resets
If you encounter issues with the client portal email template not resetting properly:
Try performing the template reset process again.
Ensure your app and device are up to date.
Check for any template-specific settings that might need adjustment.
By leveraging global templates, shoot-specific automations, and dynamic tags, you can streamline your client communications while keeping them professional and personalised.