How to Send an Auto Response to a Form
One you have created a form, you can set an auto response in Company > Automations. This can be an auto response to an initial enquiry, confirmation of a viewing appointment being booked, etc.
Please visit How to Use Automatons and use the form reply preset.Few readersHow to Use Automations
Automations (formerly Automatic Emails) let you send a templated message, or log an activity, automatically based on a date or a content change on an enquiry or other data sources. Automations now live at company level rather than in individual venue settings, which means you can set one up once and apply it across several venues, add richer conditions, and control individual events separately.
This article explains where to find Automations, how to set one up quickly from a preset, how to tailFew readersHow can I set up an out-of-office or automated reply for a specific time period?
This is supported in Automations, there is even a preset to get you started with ease.
How to Use AutomationsFew readersNEW Automation Workflow- How to set up Automatic Emails
Email automations have moved from venue level settings to company level settings and have been renamed Automations. This change brings additional functionality, including multi-venue support, more conditions and rules, and per-event control.
Here is the complete video including the new presets included in release 4.62 How to Set up Automations and Automatic Emails
Video:
${youtube}[](OIwQd3BNFew readersTroubleshooting Email Delivery Issues
Troubleshooting Email Delivery Issues
If emails are not being delivered to or from a customer, there are several common causes and steps you can take to resolve the issue.
Emails Not Being Delivered TO a Customer
1. Check if Email Sending is Enabled
The most common reason a customer is not receiving emails is that email sending has been disabled for them. This can happen if the customer previously marked one of your messages as spam.
Navigate to the event's People Section andFew readersTroubleshooting: Emails Not Showing Up in Sonas
Troubleshooting: Emails Not Showing Up in Sonas
If you are not receiving emails from specific senders in Sonas, there are several common causes and steps you can take to resolve the issue.
1. Check Your Email Provider's Spam/Junk Folder
Emails that land in your spam or junk folder in your email provider (e.g., Gmail, Outlook) may not be forwarded to Sonas. Log into your email account (e.g., Outlook, Gmail) and check if the missing emails are in your spam folder. If they are, marFew readersHow to schedule Automatic Emails
Automatic Emails have MOVED. Please see NEW Automation Workflow- How to set up Automatic Emails
Once you have your email templates in place (see Templates), you can schedule automatic emails using different template types.
If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions.
AutomaticSome readersHow to send and receive messages/email
Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference.
As part of the venue set up process, you set up your Sonas specific email address and an email address using your own domain. See Default Sonas Email. Once your outgoing and incoming email addresses are setup, you are ready to send and receive messages. This article will show you how to send transactional emaiSome readersHow to Edit a Customer's Email Address
Every enquiry and event in Sonas has a People Section. This is where you mange the customers associated with events, including their email access and planning portal access. This article will show you how to edit a customer's email address.
For information on the People Section as a whole, please see How to Use the People Section
How to Edit a Customer's Email Address
The email is designed not to be editable. However, if you need to chanSome readersHow to Enable or Disable Email Sending to a Customer
Every enquiry and event in Sonas has a People Section. This is where you mange the customers associated with events, including their email access and planning portal access. This article will show you how to disable and enable email sending.
If email sending is disabled, the @ next to the customer's name in the People Section will be Red. If you send them a message, they will not receive it in their email inbox, it will only be accessible from the message section of the customer planning poFew readersHow to Send an Email
Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference.
This article will show you how to send transactional emails to your customers. For more email information and details, please see How to Send and Receive Messages
If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to getFew readersHow to Add an Email Attachment
Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference.
This article will show you how to add attachments to transactional emails for your customers. For more email information and details, please see How to Send and Receive Messages
If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin iFew readersHow to Edit and Send a Draft Email
Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference.
This article will show you how to send transactional emails to your customers. For more email information and details, please see How to Send and Receive Messages
If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to getFew readersHow to Reply to Email
Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference.
As part of the venue set up process, you set up your Sonas specific email address and an email address using your own domain. See Default Sonas Email. Once your outgoing and incoming email addresses are setup, you are ready to send and receive messages. This article will show you how to send transactional emaiFew readersHow to Understand Message Status Icons
Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference.
As part of the venue set up process, you set up your Sonas specific email address and an email address using your own domain. See Default Sonas Email. Once your outgoing and incoming email addresses are setup, you are ready to send and receive messages. This article will show you how to send transactional emaiSome readersHow to Resend an Email
Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference.
This article will show you how to resend an email to your customers. For more email information and details, please see How to Send and Receive Messages
If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the requirFew readers