Creating a Template

With Loopit's email template functionality, you can create professional, customizable templates for various purposes, like booking confirmations. Follow this guide to create a personalized booking confirmation email template.

1

Navigate to Email Templates

• Access Settings:

  • From the left-hand menu, go to Settings.

• Find Templates Section:

  • Select Email Templates under the Templates section.

• Create a New Template:

  • Click Create New Template and name it, e.g., "Booking Confirmation."

  • Add a description like “Email sent to confirm receipt of a booking.”

2

Configure Template Settings

• Select Entity Type:

  • Choose the Entity Type that relates to this email.

  • For a booking confirmation, select Booking.

This links the template to the Booking Module in Loopit, allowing access to merge fields like customer name, booking details, vehicle information, and more.

• Save Settings:

  • Click Create to move to the design stage.

3

Design Your Template

• Drag and Drop Interface:

  • Use the drag-and-drop editor to design your email. Add text, images, buttons, or HTML components.

  • Adjust styling, like font size, weight, and colors, to match your brand.

• Add a Headline:

  • Drag a text field into the email body.

  • Example: Write “Congratulations, your booking is confirmed!”

  • Style it as a headline (e.g., font size 24, bold).

• Add Body Text with Merge Tags:

  • Drag another text field below the headline.

  • Use the Merge Tags dropdown to insert dynamic fields like:

    • Customer’s first name (e.g., "Hi, [Owner First Name]")

    • Booking start date

    • Vehicle make and model

Example:

"Hi [Owner First Name], Your booking has been confirmed! Pick-up is scheduled for [Start Date]. Enjoy driving your [Make] [Model]."

• Customize the Subject Line:

  • Add a dynamic subject like:

    • "Congratulations, [Owner First Name]! Your booking is confirmed."

  • Use merge tags to personalize the subject.

4

Save and Review

• Preview Your Email:

  • Ensure all merge tags and content display correctly.

  • Adjust design elements for a polished look.

• Save Template:

  • Click Save to finalize your template.

Using Merge Tags

Merge tags allow you to personalize your email templates by dynamically inserting information, such as customer details or booking data.

• How to Add Merge Tags: Within any text element, use the Merge Tags dropdown in the formatting panel to view a list of available tags.

• Inserting Merge Tags: Simply click the desired tag to insert it inline with your copy.

For example, adding the tag [Owner First Name] in your text will automatically display the customer’s name, like "Hi, John!" in the final email. Merge tags ensure your emails feel tailored and professional.