Edit notifications
You can customize all notifications that Calendesk sends to your customers and employees. Please go to the “Notifications/Edit notifications” tab, where you can find the list of the notifications. Here, you can select the notification type you would like to customize.
Click on the blue button to edit email, SMS or push notification.
Notification editor
After selecting a notification type, the notification editor will appear. You can edit the content of the notification on the left side. On the right side, you can see the preview of your notification with some test data.
Additionally, you can use the HTML-rich editor to make your content more visible.
Variables
You can use variables in notifications. Variables are just a part of your message that Calendesk replaces with some data before sending the notification. For example, imagine you would like to use customer names in your message. Of course, you can’t do it with one name for all customers. That’s why we use variables. Instead of using your customers’ names in the message, you can use a variable and let Calendesk replace this text with actual data.
Example:
You would like to write “Hi Anna” at the beginning of your message. But, of course, not all your customers have the name Anna :). To do so, use a variable called “[CUSTOMER’S FIRST NAME]“, which will be replaced right before sending the message with the customer name.
The text: “Hi [CUSTOMER’S FIRST NAME]” will be replaced with: “Hi Anna”, “Hi Mark”, “Hi Joe” and so on.
Please use the blue buttons next to the text fields to display the list of available variables. Then, click on the variable you would like to use in the message.
There are many useful variables you can use in your notifications. Remember to test to final notifications before going live.
Advanced emails – customize your emails with “IF” conditions
“IF” conditions allow you to customize your email notifications with conditions from your account, services, users, or employees.
For example, you can decide if you want to show something specific just for some services or employees.
How to make an “if” statement?
If you have any knowledge of programming, that should be very easy for you. If not, please follow our examples below. The if condition is something that goes inside the {% if … %} tag. When processing your if statement, the system will evaluate the condition. If the condition is met, the following line/lines will be displayed. If the condition is not met, the system will skip the lines inside.
{% if CONDITION %}
TEXT
{% endif %}
In the CONDITION you can compare values. For example, if you want to check against a service ID, please write:
{% if [SERVICE ID] == 1 %}
Please come 30 minutes before the meeting.
{% endif %}
where:
- “[SERVICE ID]” will be replaced by the system with booked service ID.
- “==” means equal.
- “1” means a service ID for which the condition should be used.
Common ways to structure an if statement
if – Checks if a value is true or if an array is not empty
Please notice, if you are checking against string values wrap the value in the “” characters, like below:
{% if "[CUSTOMER’S FIRST NAME]" %}
Dear [CUSTOMER’S FIRST NAME],
{% else %}
Dear client,
{% endif %}
== – Checks if an expression is true
{% if [SERVICE ID]==2 %}
Please come 45 minutes before the meeting.
{% endif %}
if, in – Checks if a value (substring) exists within a string or if a variable exists within array
{% if "@gmail.com" in "[CUSTOMER'S EMAIL]" %}
Dear [CUSTOMER’S FIRST NAME] from Gmail,
{% else %}
Dear client,
{% endif %}
or, and – Evaluates multiple conditions
{% if [SERVICE ID]==1 or [SERVICE ID]==3 %}
Please come 30 minutes before the meeting.
{% endif %}
{% if [SERVICE ID]==2 %}
Please come 45 minutes before the meeting.
{% endif %}
Where to find a service ID?
You can find service ids in the services list in the Calendesk Admin Panel. Go to the list and click the edit button.
