Your customer email templates

Write and switch on the automated emails customers get (confirmations, reminders, receipts, review requests), see when each last went out, and preview them.

Where to find it

Messages → Automated messages

Email templates are the automated emails Renta sends your customers. For each one you choose when it is sent, write the subject and message, and switch it on or off. The same list also shows when each one was last sent.

Where to find it

In the sidebar, open Messages, then Automated messages. The Sender card above the list sets the "From" name and reply-to address (see The "From" name and reply-to address). The old Settings → Emails address now sends you to this same page.

How it works

The list has these columns: Trigger, Subject, Delay, Status, Last sent, and Actions. Each row has Preview, Clone, and Edit, and the Active / Inactive button in Status switches that email on or off. Press + New Template to add one.

When you create or edit a template you set:

  • Trigger, the moment that sends it. The choices are Booking Confirmed, Pre-Ride Reminder, Post-Ride Follow-Up, Booking Completion (off by default), Re-Engagement, Waiver Reminder, Review Request, Receipt for a payment, a refund, or a completed booking, Receipt Sent by Hand, Unfinished Booking, and "None, send by hand only".
  • Delay (hours), how long to wait after the trigger before sending. 0 sends right away. It is hidden for the hand-sent options, and for Review Request the timing is set per review link instead (see Asking customers for reviews).
  • Active, whether the email is used.
  • Subject Line and the message text. Receipts build their own itemized body, so for receipts you write the subject and a message above and below it. Placeholders such as `{{customer_name}}` are replaced with real values when the email sends; the editor lists which ones each trigger supports and warns you if you use one that won't be filled in.
  • Included documents, links to a receipt, waiver, payment, or add-ons that Renta adds between your text above and below. A block with nothing to show is left out.

Good to know

  • Inactive means the email is not sent. For Booking Confirmed, Pre-Ride Reminder, Post-Ride Follow-Up and Re-Engagement, switching the template to Inactive stops that email completely, including reminders that were already queued up. Each skipped email is logged. Earlier, Renta quietly sent its built-in version instead, so the switch did nothing; if one of these was already switched off on your account, a notice at the top of the page lists it, and you can turn it back on from the Status column. Receipts are not affected by this change.
  • Turning on one of the three automatic receipts (payment, refund, completed) also starts sending that receipt automatically. Turning off the hand-sent receipt just means hand-sent receipts use the built-in wording.
  • Which channel (email, text, or both) each notification uses is set separately in Notification preferences.
  • Review request emails are also sent by hand from the Outreach list: see Asking customers for reviews.
  • Saving needs permission to edit settings; anyone who can see settings can view the list.

Still stuck? Ask the chat.

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