ShootAssist
  • Introduction
  • Start Here
    • Glossary
    • Getting Started
      • Templates
      • Job Types
      • Automated Emails
      • Automated Messages
      • Workflows
  • Using ShootAssist
    • People
    • Projects
    • Workflows
  • Changelog
  • Feedback
Powered by GitBook
On this page
  • Main Idea
  • Setting things up
  • Tokens and why to use them

Was this helpful?

  1. Start Here
  2. Getting Started

Automated Emails

A huge part of ShootAssist's ability to save you time and keep you on top of things

Automated emails are probably one of ShootAssist's most powerful features and can bring a huge amount of value to your team.

Main Idea

With automated emails, You can write a series of emails on a per Job Type basis that ShootAssist can automatically schedule and send out, using live information from the shoot they're related to.

Setting things up

In addition to a title, each automated email has a few settings to make it run.

  • Send date - The relative time before or after the shoot date, when this email should automatically go out. You can select from 5 weeks before to 4 weeks after the shoot date.

  • CC To - This allows you to CC a particular contact on a particular email. With this, you can CC the athletic director on sports emails, or CC a principal on a How'd we Do? email.

  • Subject - The subject of the email (This field accepts tokens)

  • Body - The body of the email (This field also accepts tokens)

Tokens and why to use them

Canned emails can feel... impersonal. But from a time perspective, they're so incredibly helpful. To make them field custom and personal, ShootAssist uses tokens to allow you to write your emails in a way where certain parts of the email will be replaced with live information about your Client, Contact or Team when the email is sent.

  • [[ClientName]] - Pulls the Client's name (ie Test Christian Academy)

  • [[ClientInternalName]] - Pulls the Client's internal name (ie TCA)

  • [[JobDate]] - Pulls the Job Date

  • [[JobDateShort]] - Pulls a shorter version of the date

  • [[JobTime]] - Pulls the job's start time

  • [[JobLocation]] - Pulls the job's location (ie Gymnasium)

  • [[JobType]] - Pulls the job's Job Type (ie Fall Portraits)

  • [[JobAddress]] - Pulls the address where the Job is happening

  • [[NumberofCameras]] - Pulls the number of cameras / sets you're bringing

  • [[BuyerLink]] - Pulls the unique buyer link for that Job's Client

  • [[FeedbackLink]] - Pulls the unique feedback link for that Job

PreviousJob TypesNextAutomated Messages

Last updated 4 years ago

Was this helpful?