🚀 Exciting Email Template Enhancements & New Welcome Email Feature!
We’re super thrilled to announce some powerful new features designed to make your customer communications smoother and more impactful than ever! Introducing our Email Template Enhancements and the long overdue Customer Welcome Email feature. 🎉
🌟 What’s New?
1. Versatile General Customer Email Templates
• More Than Just Welcomes: While we’re spotlighting the new Welcome Email, you can now send any general email to your customers. Keep them updated, engaged, and informed with ease. Note our standard email quotas apply, our General Email feature should only be used for Benji Pays related emails - marketing, sales and other unrelated emails may result in suspension of emails on your account.
2. Enhanced Personalization with New Tokens
• Portal Button & Secure Links: We’ve added new tokens that let you insert a sleek portal button or a secure portal link anywhere in your templates. Make it effortless for customers to access their accounts. 🔐
3. Rich Formatting with HTML Markup
• Make It Pop: Spice up your emails with limited HTML markup capabilities. Add headings, lists, and more to make your messages stand out! ✨
4. Improved Email Reporting Filters
• Stay In the Know: We’ve beefed up our email reporting filters so you can now see all emails sent to your customers (other than one time passcode emails) and notifications sent to your team. Transparency for the win! 📊
🎁 Why You’ll Love These Features
• Boost Engagement: Personalized and interactive emails help strengthen customer relationships.
• Save Time: Batch actions and templates streamline your communication process.
• Look Professional: Branded emails with rich formatting present your business in the best light.
📽️ See It in Action!
Watch our quick video tutorial below to get the most out of these new features! 🎥
📖 Learn More
• How to Customize Email Templates
• Sending emails in Benji Pays
🚀 Get Started Now!
Dive into the new features by heading over to:
Settings > Email Templates > General Email to Customer Email Templates
Customize the default templates or create your own from scratch. With these enhancements, connecting with your customers has never been easier or more powerful! 💪
Need Help? We’re here for you! Reach out to our support team anytime. 🤗
Happy emailing!
The Benji Pays Team ❤️
Ideas Included in this release:
An email template for merchants to send out to their customers introducing the Customer Portal
It is useful because it will save us from merchants constantly asking us how to put the URL in an email and what information the email should include. It will keep the information on the customer portal accurate and consistent for all customers which will eliminate merchants misinforming their customers about the features of the Customer Portal. https://www.loom.com/share/5c6e0c5349074842a126d19c77ff16a6
3
Create a button instead of a link for the Customer Portal on the bottom of invoices sent out to customers
The link at the bottom of the emails is hard to see and it is unclear if it should be clicked or not. Let's add a button for the customer portal to these emails.
1
Have the customer portal token displayed as "Customer Portal" and not as a link
Merchant request to have the Customer Portal token in email templates to display as the word "Customer Portal" in the template and not as a link as shown in the pic attached
1
Email Reporting should include an option for viewing Admin email
The email reporting page is good (the date chooser could use a tweak =P). What would be better would be the option for us to view the emails that go to our team as well. Things like address notifications, payment confirmations etc. We should also be able to view when these were sent as a toggle or as a separate "Type" in the dropdown.
3
Fixes:
- Improve how we insert the card type into the payment reference for Xero payment transactions to improve reconciliation.
- Invoice Rover Account Statements - choose the time of day they are sent out. Ensure only one per day is sent no matter what settings are changed
- For QuickBooks Desktop, Improve filtering out old invoices that are new to Benji Pays to ensure they are not sent our via Invoice Rover.
- Handle bad data from QuickBooks Desktop to ensure sync continues - specifically for invoices and credit memos that have not CustomerReference being sent from QuickBooks.