BUZ has the ability to can have multiple templates here . Here are a few ideas for some of the template templates you can have.
Email templates can save you time and reduce mistakes.
You can have an automated email sent out when a status is changed or have a list of email templates ready for your Sales reps and Admin staff so they don't have to re-type out an email several times a day.
Email Template Basic
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Design Layout
I find it best to design my email layout by starting with a list of all the sections that an email template can have
Yes, some parts wont won't be in all the templates, but its it's easy to remove an area, so to keep it all uniform, I create a template to work off
This is These are the headings for my email template
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There are a few other considerations that you can add like; for example,
when is the template visible in BUZ,
Which email address will be shown in the sent from
Which customer groups
Will a document template be included
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There is much more that I have left out that might be relevant to your business, but for now, I will concentrate on this; also, also my template is a guide, ; you will need to add your own information to this if you want to copy it.
Email Subject | BUZ Blinds - [First Name] your Order [Reference Number] is ready to be installed |
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Email to: | If you leave this Blank, it will default to the Customer's card [Contact Email Address], [Billing Email Address] BCC: [Sales Rep Email] |
Email from: | [Sales Rep Email]; Sales@buz.com; admin@buz.com; donotreply@buz.com |
Salutation | Dear [Contact Name], or Hi [First Name], |
Email Body Examples for of some of the templates |
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Confirm/reschedule | Please confirm that this appointment is suitable for you, or if you need to reschedule your booking, reply to support@buzsoftware.com.au You can also call 02 8317 3548 if that is more convenient for you. Please give at least 2 Days' notice for changes or cancellations. |
Things to make us aware of | We will take every precaution to prevent any injury to loved ones while we are installing products in your home but . Still, if you could assist by locking up any pets and make sure that children don't walk in to into any of our construction areas, then we should remain accident-free. If possible, leave a space for our van to park in the driveway or in front of the house Please make sure ensure that the work area is free from furniture and plants so that we don't cause any unnecessary damage. |
Next steps |
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Installer time |
We pride ourselves on service, so they may use more than the estimated time to complete a task. We thank you for your patience and cooperation. |
Balance | [Outstanding Amount] [Total Amount] |
Payment method types | Our payment methods are Instore: by visiting our Showroom Online
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Contact Details | [Sales Rep Email] BUZ Blinds Bennelong Point, Sydney NSW 2000 P: 02 8317 3458 ABN: 67 002 552 338 |
Company Profile | WE ARE PASSIONATE ABOUT BUZBUZ was born out of a challenge to come up with develop a product that tailored to custom-made products, used the latest development tools and technologies, the latest technologies and took advantage of internet services like Google and AWS. Our cloud-based software gives you real accurate time information anytime, anywhere , on any device worldwide. 200+ UPDATESOur development team works around the clock with over 200 updates and new features in the last year, continually improving the software for our customers and keeping up with technological advancements in technology. CUSTOMERSSince starting in 1983, we have grown from a hand full of businesses in Australia to 60+ companies worldwide. Covering everything a custom-made Product Company needs to manage its retail, wholesale and manufacturing. Feel free to visit our website for more information https://buzsoftware.com.au/#buz |
Social Media | Follow us on Social MediaConnect, follow and have a conversation with us.
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Email disclaimer | The content of this email is confidential and intended for the recipient specified in the message only. It is strictly forbidden to share any part of this message with any third party , without a written consent of the sender. If you received this message by mistake, please reply to this message and follow with its deletion , so that we can ensure such a mistake an error does not occur in the future. |
All of the emails below will contain the Contact Details, Company Profile, Social Media and Email disclaimer, but for the examples I will leave this out to save room for the examples.
Here are some email template ideas and a few designs that might be helpful
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Welcome to BUZ Blinds
Book in a new appointment
Reschedule an appointment
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Email Subject | BUZ Blinds - Measure and quote |
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Email to: | if If you leave this blank, it will send to the customer |
Email from: | [Sales Rep Email] |
Salutation | Dear [Contact Name], or Hi [First Name], |
Email Body |
or
or
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Confirm/reschedule | Please confirm that this appointment is suitable for you, or if you need to reschedule your booking, reply to support@buzsoftware.com.au You can also call 02 8317 3548 if that is more convenient for you. Please give at least 2 Days' notice for changes or cancellations. |
Contact Details | [Sales Rep Email] BUZ Blinds Bennelong Point, Sydney NSW 2000 P: 02 8317 3458 ABN: 67 002 552 338 |
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Quote Summary
Quick Quote templateTemplate
Quote proposalProposal
Quote Confirmation
Thank you for your orderOrder
Some Wholesale templates may contain -
Order confirmation Confirmation - When a customer who logs into BUZ places an order
Email Subject | BUZ Blinds - Order [Reference Number] - [Reference Description] Thank you for your business |
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Email to: | if If you leave this blank, it will send to the customer |
Email from: | [Sales Rep Email] |
Email Body | Thank you for placing an order through our online ordering platform. If any changes need to be made, please contact the office immediately. Please see attached the check order form. Please review this information carefully and advise us as soon as possible if you believe there are any errors. |
Wholesale template - Follow-up email for Quotes - for online quotes
Email Subject | BUZ Blinds - Order [Reference Number] - [Reference Description] Thank you for your business from BUZ Blinds |
Email to: | if If you leave this blank, it will send to the customer |
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Email from: | [Sales Rep Email] |
Email Body | We noticed that you had placed a quote in our system recently. Please note that after X days, your quote will no longer be available, and a new quote will need to be placed if you do not not proceed within the time frame. Don't miss out on this great deal, If you wish to progress this order Order then simply "Accept" the quotation and stock will be immediately reserved and it will be put into production. |
Contact Details | [Sales Rep Email] BUZ Blinds Bennelong Point, Sydney NSW 2000 P: 02 8317 3458 ABN: 67 002 552 338 |
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Email Subject | BUZ Blinds - Credit Limit Final Notice - re Order [Reference Number] - [Reference Description] |
Email to: | [Billing Email Address] |
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Email from: | |
Salutation | Dear [Customer Description], |
Email Body | Please note that your account has been placed on hold as you have reached your credit limit. We appreciate your business and would like work with you to organise a way to proceed, please contact our staff to further discuss this and find a way to resolve the matter. |
Contact Details | [Sales Rep Email] BUZ Blinds Bennelong Point, Sydney NSW 2000 P: 02 8317 3458 ABN: 67 002 552 338 |
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Email Subject | BUZ Blinds - Invoice - [Reference Number] - [Reference Description] |
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Email to: | [Billing Email Address] |
Email from: | accounts@buz.com |
Salutation | Dear [Contact Name], or Hi [First Name], |
Email Body | Please find attached a copy of the invoice [Reference Number]. This order Order was dispatched on BUZ Logistics, please find the following consignment number to track your parcel(s). Consignment note - [Dispatch Notes] [Outstanding Amount] is the amount still outstanding. |
Other useful Fields | [Billing First Name] [Billing Last Name] [Billing Address] |
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Email Subject | BUZ Blinds - Check Measure for Order [Reference Number] - [Reference Description] |
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Email to: | if you leave this blank it will send to the customer |
Email from: | admin@buz.com |
Salutation | Dear [Contact Name], or Hi [First Name], |
Email Body | Thank you for your orderOrder, this email is to confirm that your appointment for order Order [Reference Number] is scheduled for [Installation Time] [Installation Date]. Please allow an hour either side of this appointment time as each job can vary in time. |
Confirm/reschedule | Please confirm that this appointment is suitable for you or if you need to reschedule your booking reply to support@buzsoftware.com.au You can also call 02 8317 3548 if that is more convenient for you. Please give at least 2 Days notice for changes or cancellations. |
Things to make us aware of | We will take every precaution to prevent any injury to loved ones while we are installing products in your home but if you could assist by locking up any pets and make sure that children don't walk in to any of our construction areas then we should remain accident free. If possible leave a space for our van to park in the driveway or front of house Please make sure that the work area is free from furniture and plants so that we don't cause any unnecessary damage. |
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We recommend that you don't have emails or documents based of on Job tracking, as the email recipient will receive an email for each product listed on the orderOrder.
Example For example, if there is 5 are five Rollers and 5 five Curtains, the customer will get 10 ten emails if all 10 ten lines are updated.
This is purposely designed in the scenario that only 4 four out of 5 five rollers have been completed, then 4 four notifications will be sent, and 1 one will still be in production.
JobsheetJob sheet
Production has started
Email Subject | BUZ Blinds - [First Name] we have started production for Order [Reference Number] |
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Email to: | if you leave this blank it will send to the customer |
Email from: | admin@buz.com |
Salutation | Dear [Contact Name], or Hi [First Name], |
Email Body | This is a courtesy email to advise you that all the component's are at our factory and we have started production for your order Order [Reference Description], . We will contact you soon for installation/pickup/delivery |
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Email Subject | BUZ Blinds - [First Name] your Order [Reference Number] is ready for pickup. |
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Email to: | if you leave this blank it will send to the customer |
Email from: | admin@buz.com |
Salutation | Dear [Contact Name], or Hi [First Name], |
Email Body | This is a courtesy email to advise that the order Order [Reference Description], is available for pick up. Please contact us to advise a suitable time for pickup, so that can have your order Order ready |
Order The order is ready to be installed
Email Subject | BUZ Blinds - [First Name] your Order [Reference Number] is ready to be installed |
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Email to: | if you leave this blank it will send to the customer |
Email from: | admin@buz.com |
Salutation | Dear [Contact Name], or Hi [First Name], |
Email Body | Your installation appointment has been scheduled for [Installation Date]. |
Confirm/reschedule | Please confirm that this appointment is suitable for you or if you need to reschedule your booking reply to support@buzsoftware.com.au You can also call 02 8317 3548 if that is more convenient for you. Please give at least 2 Days notice for changes or cancellations. |
Things to make us aware of | We will take every precaution to prevent any injury to loved ones while we are installing products in your home but if you could assist by locking up any pets and make sure that children dont walk in to any of our construction areas then we should remain accident free. If possible leave a space for our van to park in the driveway or front of house Please make sure that the work area is free from furniture and plants so that we dont cause any unnecessary damage. |
Installer time |
We pride ourselves on service so they may use more than the estimated time to complete a task. We thank you for your patience and cooperation. |
Order The order is ready to be sent via courier
Email Subject | BUZ Blinds - Order [Reference Number] - [Reference Description] is complete and booked for delivery |
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Email to: | if you leave this blank it will send to the customer |
Email from: | admin@buz.com |
Salutation | Dear [Contact Name], or Hi [First Name], |
Email Body | This is a courtesy email to advise that order Order [Reference Description], has been packaged and consigned [Dispatch Notes] with COURIER XYZ. You should expect delivery within the next few days. |
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Booked Confirmed
Final Confirmation
Delivery Docket
Dispatch Manifest
Marketing
EOFY Sale
Christmas/Holiday Sale
New Years Sale
Australia Day Sale
Easter Sale
Long weekend Sale
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Installation guides
or good-to-know information
Instructions
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