To get started, head over to the Grow tab and choose Interactions:

Next, you'll need to select Create a new Interaction...

You can decide whether you'll be sending an Email or SMS Interaction. If you're wanting to send an Email Interaction, you also have the option to choose one of our pre-designed templates 🤩

Note: Choosing an email template will have the following predefined criteria already set:

However, you are still able to change or edit the trigger, name of the Interaction or the subject line.

The next step in setting up your Email Interaction is choosing the following:

With up to 46% of email opens taking place on a mobile device, we recommend using subject lines with fewer than 50 characters. This will ensure your customers scanning your emails read the entire message.

You can personalize your subject lines with merge tags. For example, using [first-name] in your subject line will be replaced with the guest's first name. 

Here are the merge tags we currently support:

Your From Name is the name your recipients will see as the sender. This will automatically be set to your business name. We recommend two variations for this;

Your business name, e.g 'The Pig & Apple' or a combination of personal and business, e.g 'Tom at The Pig & Apple'

If your recipients don't recognize the sender, they are less likely to open your email.

This is the email your recipients will see as the sender. It's also the address used as a reply-to. Make sure this is an active and frequently checked mailbox in case your guests respond to your email.

Some useful tips:

Use your business email address. A business domain instead of a generic domain, for example, Hotmail or Gmail will work better with spam filters.

Use the same address each time. This will build up your email-sending reputation and decrease bounce rates.