You can add email workflow templates in Kube that you use when you create email workflows. In an email workflow, Kube automatically sends your email workflow templates to customers when specific conditions are met. This article discusses creating an email workflow template. For more information about creating an email workflow, see Email Workflows.
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
You can create email workflow templates for all of your properties at once in the System Settings or individually for each property. This article describes creating system email workflow templates, but creating both system and property email workflow templates follows the same process. To create property email workflow templates, select your property on the Properties Dashboard and click Email Templates in the side menu before starting Step 3 below.
Email recipients
You can manually enter email addresses in the workflow email To, CC, and BCC fields to determine who receives the emails. Kube also automatically sends emails to the recipients listed below, depending on the template:
Template | Recipient |
Auto Pay | Company primary contact |
Booking Emails | Member who booked the space and any additional attendees |
Contract Expiration | Company primary contact |
Contract Self Renewal | Company primary contact. |
Dunning Notice | Company primary contact and billing recipients, if any. |
File Notification | Property primary contact. |
Hours/Credits Threshold | Company primary contact (company hours/credits) or member (member hours/credits) |
Lead Notifications | Operator's primary contact |
Lead Workflow | Operator's primary contact |
Online Sales | Company primary contact |
Tours | Company primary contact (tour added for company) or member, lead, or contact (tour added for individual) |
Visitor Management
NOTE: This option is only available if you have subscribed to the Visitor Management service. | Member (selected in the Visitor Management app) or Internal User (assigned in the Visitor Management settings) |
To add an email template for email workflows
Select your Personal Profile in the top menu.
Select System Settings from the drop-down menu. The Operator Details screen appears.
Select Email Templates in the side menu and select the Email Workflow tab. The Email Workflow screen appears.
Click the Add button. The New Email Workflow Template screen appears.
Complete the fields.
TIPS:
In the Name field, select the type of email you want to create. The Content editor field appears.
You can add one email address each to the CC Email and BCC Email fields. The email address in the CC Email field receives the email and can be seen by the original recipient of the email. The email address in the BCC Email field receives the email and cannot be seen by the original recipient of the email.
Click the Add Attachment button to add any attachments you want to include in the email.
Enter your email content in the Content editor field.
TIP: Click the Insert Data Field drop-down menu in the text editor to add tokens to the email template. Tokens pull in dynamic information based on the recipient of the email. For more information, see Email template token list.
Click Save.
TIPS:
The next step in the Kube system setup process is to create custom email templates. For more information, see Adding an email template for Activity Feed emails.
To add a custom email workflow, see Email Workflows.