Customizing your client emails and automations

More menu, group Planner content, then Templates. You can also review each built-in email from Setup, group 6 Emails.

Tap one. Its subject and body open in the editor. A small chip shows its state: default, draft or published.

Above the editor, the What happens row has three buttons.

• Send. "Goes out automatically from your mailbox."
• Draft. "Waits in Gmail as a draft until a person sends it."
• Off. "Nothing is sent. The activity log notes each one skipped."

A line reads "Changed from the default (Send)" when you have moved it. Reset all to defaults puts every email back.

Some emails cannot be turned off. Wedding EQ says why on the email itself:

• Payment receipts: "Ohio law requires this receipt when a deposit is paid." If you choose Draft, send it the same day.
• Contract signed: "The signing record depends on the couple getting their signed copy."
• E-sign request: "The couple can't sign without this email."
• Host invite: "The person you invite gets their access through this email."

Change the subject and the body. The toolbar has bold, italic, underline, a size menu, a color picker, bullet and numbered lists, Link, + Button, + Divider, and undo and redo.

Under the editor is a row of chips, such as "+ Both first names" or "+ Company name". Tap one and it lands at your cursor. When a template is sent, each one is replaced with a fact for that couple. Below the row, What each variable fills in as lists each variable with a sample.

A few to know:

Press + Button. Fill in Button says, choose Where it goes (Check your date page, Their portal, Make a payment, Their lead hub, Their timeline, Google review page, Timeline demo, or Custom URL), pick a color, and press Insert button.

• Save draft saves your work without changing what couples get.
• Send me a test sends the email to you. "Test sent to your inbox ✓".
• Preview and Mobile show it as a couple will see it.
• Publish makes it live. The status reads "LIVE ✓".

Press ＋ New template. Give it a name, choose How it goes out ("Draft in a mailbox for review (personal)" or "Auto-send (only when an automation you build uses it)"), pick the mailbox or voice and the event types, and press Create. Write it and Publish. A template you made yourself shows Delete.

At the bottom, the Signatures card holds the signature each sending mailbox adds to branded emails. Edit and press Save signatures. Each person's own signature is on their card in People and Access.

More menu, group System, then Automations. You can also review each built-in one from Setup, group 7 Automations, where each has Turn it on or Turn it off.

Wedding EQ ships these, all on by default:

• Weddings and private: no reply after 3 days (nurture draft) and quiet for 14 days (re-engage draft).
• Corporate and school: day 1 quote-offer draft, day 7 second touch, day 21 last touch.
• Quiet 30 days: a last-call task and a text option.
• Soft hold: a "date held" draft on day 0, nudges on days 2 and 4, and an expiry task timed from the hold's end date.
• Contract sent plus 3 quiet days: a follow-up draft.
• Just booked: a suggested welcome text.
• Planning: check-in drafts 60 days out (30 days for corporate and school), a final-session invite 45 days out and a nudge text 40 days out.
• Balance due soon: a check-payment task 2 days before the due date.
• One week out: suggested texts.
• After the event: a suggested thank-you text, a review-request draft on day 3, and thank-you drafts for private and business events.

Most of these make a draft for you to send, a task, or a text for you to send. They do not send to a couple on their own.

Tap a card to open it. You can change:

• Trigger. An inquiry arrives, a lead converts, a record enters a stage, X days before the event, X days before the balance is due, or X days after the event.
• Event types. Which kinds of events it applies to.
• Steps. For each step choose Wait (days or weeks) and then one of: Draft an email (you send it), Suggest a text (you send it), Auto-send an email, Create a task, Set portal status, Log a line. Pick the email to use. edit copy opens that email's editor in a new tab. Arrows move a step up or down, and the × removes it. + add a step adds one.

Press Save. ▶ Test run shows what it would do without sending. To build a new one, press + add in a lane. A new automation starts off, so turn it on when you are happy.

Use the ⚡ in that record's dropdown or workspace. Their automations stop and the rest keep running.

Open More › Planner content › Planner copy, then the Status lines tab.

Change the words and save. The couple sees your wording from then on.

Press Reset to EQ default on any line to go back to Wedding EQ's wording.

The level and color of each line are fixed. You edit the words, not the color.

The variable {hold} is the sentence about holding the date. It follows your hold policy (guide 1, Setup, Holding a date). Keep {hold} in the line and the sentence stays right when you change your policy.

When a hold ends, the couple sees "Your hold has ended. Your date may still be open. Book now or reach out to ask for more time." You can edit those words here too. Guide 1 explains the whole hold.