Platform
  • Welcome to the Nexudus Platform
  • Planning your Nexudus set-up
  • Training
    • Training modules
      • Introductory Session I
      • Introductory Session II
      • Inventory
      • Operations I
      • Operations II
      • Billing
      • CRM
      • Bookings (Set-up)
      • Bookings (Operations)
      • Contracts
      • Community
      • Billing Reports
      • KPI Reports
      • Integrations
        • PaperCut
        • Salto KS
    • Webinars
    • Training Module Videos
    • AMA (Ask Me Anything)
  • The Basics
    • Dashboard Home
    • CRM module
    • Community module
    • Operations module
    • Finance module
    • Inventory module
    • Settings module
    • Networks
  • Day-to-day
    • Inventory
      • Products
        • What is a product?
        • Recurrent products
        • Adding a product
        • Product details
        • Product benefits
        • Product advanced options
        • Deleting or archiving a product
      • Managing Plans
        • What is a plan?
        • Managing plans
        • Adding a plan
        • Plan details
        • Plan price
        • Plan benefits
          • Assigning credit to a plan
        • Plan limits
        • Plan deposits
        • Deleting or archiving a plan
        • Prorating a plan
        • Plan legal terms and conditions
        • Plan discounts
        • Plan components
      • Passes
        • What are passes?
        • Type of passes
        • Adding a pass
        • Editing a pass
        • Customers with multiple passes
        • Pay As You Go passes
      • Resources
        • What is a resource?
        • Adding a resource
        • Resource details
        • Resource features
        • Resource prices
        • Resource rules
        • Resource access rules
        • Linking resources to each other
        • Resource products
        • Deleting or archiving a resource
        • Displaying resources in NexBoard
        • Using resource types to group related resources
      • Floor plans, offices and desks
        • Managing floor plans, offices and desks
        • Adding or editing a floor plan
        • Adding or editing an office or desk
        • Associating a contract with a desk
        • Linking an office or desk to a member or contact
    • Operations
      • Members & Contacts
        • About customers
        • Signing up a member
        • Signing up a contact
        • Viewing different types of customers
        • Editing a member
        • Editing a contact
        • Allowing access to the customer portal
        • Suspending members and contacts
        • Deleting a member or contact
      • Teams and groups
        • About teams
        • Adding a team
        • Editing a team
        • Teams and invoicing
        • Setting up a team profile on the website
      • Visitors
        • Managing visitors
        • Viewing the visitor list
        • Visitor Terms and Conditions
        • Checking in visitors
        • Adding visitors to a booking
        • Adding visitors directly in the members portal or administrator panel
      • Check-in
        • About checking in
        • Viewing who's in right now
        • Checking in manually
        • Checking in using Wi-Fi
        • Checking in by using NexIO
        • Checking in by using RFID readers and cards
        • Enabling access control integration
        • Enabling Pay As You Go
      • Deliveries
        • About deliveries
        • Viewing deliveries in the member portal
        • Receiving a mail delivery
        • Notifying a team when a delivery arrives
    • Finance
      • Managing Invoices
        • Invoices
        • Automatically creating invoices
        • Manually creating an invoice
        • How to invoice a customer for specific products, bookings, charges or event tickets.
        • Issuing refunds
        • Partial refunds
        • Cancelling an invoice
        • Editing invoices
        • Viewing invoices
        • Deleting invoice lines
        • Deleting invoices
      • Customer Balances
        • Viewing a customer balance
        • Editing a balance, adding/deleting payments
        • Exporting a balance
      • Payments
        • Managing Payments
        • Payment types
        • Manual payments
        • Online payments
        • Credit
      • Taxes
        • About tax rates
        • Using different tax rates
        • Tax rate settings
      • Accounts
        • About accounts
        • Adding and editing accounts
        • Linking plans, resource prices, passes and products to accounts
        • Viewing accounts in reports
        • Finding an invoice line without an account and how to fix it
      • Contracts
        • About contracts
        • Adding a contract
        • Editing a contract
        • Contracts and billing cycles
        • Cancelling a contract
        • Prorating a contract
        • Setting a main contract for a member
        • Setting multiple contracts for a member
        • Contracts and proposals
        • Digital signatures on contracts
        • Contracts: the most common scenarios
      • Discounts
    • Sales
      • Selling Products
        • About selling products
        • Managing products from the dashboard
        • Including a product in a plan
        • Selling a product directly to a member or contact
        • Buying products from the members portal
      • Bookings
        • About bookings
        • Making a booking
        • Editing a booking
        • Setting up a repeat booking
        • Cancelling a booking
        • The difference between invoicing and charging a booking
        • Invoicing bookings
        • Assigning credit for bookings
        • Defining booking notifications
        • Bookings and integrations
    • CRM
      • Managing CRM
        • About CRM
        • Viewing a CRM board
        • Configuring a CRM board
        • Automating a CRM board
        • Adding an opportunity
        • Boards and processes
        • Reminders
        • Managing message macros
        • Sending message macros from a member/contact account
        • Managing email accounts
        • Tasks and task lists
          • Managing tasks
          • Managing task lists
        • CRM boards and task lists
        • Custom fields
        • Using custom fields for directory filtering
        • Document templates
          • Merge Fields
        • Generating documents from templates
      • Proposals
        • About proposals
        • Adding and sending a new proposal
        • Understanding Proposal Documents
        • Creating multi-contract proposals
        • Adding products to a proposal
      • Sign up Form Customization
    • Community
      • Managing Surveys
        • About surveys
        • Adding a survey
        • Viewing a survey
        • Editing a survey
        • Managing survey questions
          • Types of survey questions
          • Adding a survey question
          • Editing a survey question
          • Deleting a survey question
        • Viewing survey results
      • Managing Events
        • About events
        • Viewing events
        • Adding an event
        • Editing an event
        • Recurring events
        • Grouping events with categories
        • Cancelling an event
        • Selling event tickets
        • Checking in event attendees
      • Managing News Articles
        • About News Articles
        • Creating and managing news articles
        • Managing article categories
        • Moderating article comments
      • Managing Community Boards
        • About the Community Board
        • Viewing a community board
        • Community board elements
        • Managing conversations
        • Managing messages in conversations
        • Managing groups on the community board
      • Managing Newsletters
        • About Newsletters
        • Adding a newsletter
        • Sending a newsletter
        • Subscribers
          • About subscribers
          • Managing subscribers
          • Managing subscriber lists
          • Nexudus and Mailchimp
      • Help Desk
  • Settings
    • General Settings
      • Name & Logo
      • Contact & Location Details
      • Timezone
    • Billing and Accounting
      • Invoice Details
      • Notifications
      • Contents
      • Formatting
      • Locked Period
      • Tax
      • Accounts
    • Payments
      • Setting up automatic payments
      • Payment currency
      • Default payment method
      • Configuring payment gateways
        • PayPal
        • GoCardless
        • Stripe ACH
        • Forte ACH
        • Authorize.net
          • Setting up Forte ACH
        • Quickbooks (Payments)
      • Supported payment service providers
      • Making a Test Payment
      • Strong Customer Authentication
    • Website
      • Website Settings
      • General
      • Setting up your own domain on Nexudus
        • Configuring your own domain in Nexudus
        • Configuring your DNS settings
        • DNS Settings: Configuring your Cloudflare Account
      • Enabling and disabling website sections
      • Configuring access rights
      • Adding contact details
      • Viewing translations for website terms
      • Adding and editing language tokens
      • Adding a custom page
      • Editing your website templates
        • Editing common files
        • Dropbox
      • Integrating services with your website
    • Website modules
      • Customising your website
    • Bookings/Reservations
    • Check-in System
      • General
      • Pay As You Go (PAYG) settings
    • Integrations
      • About integrations
      • Access Control
        • Salto - Clay
        • Kisi
        • Brivo
      • Accounting
        • Quickbooks Online
          • Quickbooks: Cancelled and Refunded Invoices
        • Xero
        • Moloni
      • Printing
        • Managing printers in your space
          • Printers: Ezeep
            • Installing Ezeep
            • Setting up your Ezeep account
          • Printers: Papercut
      • Video Conferencing
        • Zoom
          • Zoom for Events
          • Zoom for Meeting Rooms
          • Zoom for Bookings
          • Zoom for Community Board Messages
        • Jitsi
          • Managing Virtual Rooms
      • WiFi-based check-in
        • About WiFi-based check-in
        • Setting up WiFi-based check-in using MikroTik
        • Setting up WiFi-based check-in using RADIUS servers
          • WiFi-based check-in: Aruba virtual controller
          • WiFi-based check-in: Cisco Meraki
          • WiFi-based check-in: Cisco WLC
          • WiFi-based check-in: Ruckus Cloud
          • WiFi-based check-in: SonicWall
          • WiFi-based check-in: Ubiquiti UniFi
      • Other Integrations
        • Square
        • Setting up Zapier
          • Sample Connection with Zapier: Mailchimp
          • Advanced Options with Zapier
        • Envoy
        • Space Dashboard
        • Calendar Integration
          • Calendar integration: Google (one-way)
          • Calendar integration: Google (two-way)
          • Calendar integration: Outlook (one-way)
        • Google BigQuery
        • Configuring reCAPTCHA
        • Configuring Google Maps
        • Google Analytics
      • Validation Rules
      • Webhooks
    • Imports
    • Notifications
    • Defining Email Templates
    • Email Server
    • Email Queue
    • Users
      • Managing Users
      • Managing standard and admin users
    • Security
      • Users and security
      • Security considerations
      • About user roles
      • Adding and assigning a role
      • Example user roles
    • How to access the Nexudus Spaces API
  • Bookmarks
  • Reports
    • About reports
    • Viewing reports
    • KPI reports
    • Occupancy reports
    • Checkins reports
    • Bookings reports
    • Events reports
    • Passes reports
    • Visitors reports
    • Desks reports
    • MRM reports
    • Members & Contacts reports
    • Survey reports
    • Tasks reports
    • Products (invoiced) reports
    • Finance reports
    • Deferred Revenue Reports
    • Deposits reports
    • Debtors reports
    • Invoicing reports
    • Revenue reports
    • Revenue Exchange reports
  • Website
    • Managing Your Website
    • Website directory
    • About the Member Portal
      • Your account
      • My Team
      • Managing payments
      • Your bookings
      • Changing to a different plan
      • Checking available credit
      • Buying additional products
  • FAQ
    • Untitled
    • FAQ: Nexudus subscription
    • FAQ: Account settings
    • FAQ: CRM
      • FAQ: How to customize the sign-up form
    • FAQ: Community
      • FAQ: Events
      • FAQ: Newsletters
      • FAQ: Message Boards
    • FAQ: Operations
      • FAQ: Members, contacts and users
      • FAQ: Bookings
    • FAQ: Finance
      • FAQ: Discounts
      • FAQ: Invoicing
      • FAQ: Currency
      • FAQ: Contracts
      • FAQ: Taxes
    • FAQ: Inventory
      • FAQ: Plans
      • FAQ: Products
      • FAQ: Passes and check-in
      • FAQ: Resources
      • FAQ: Floor plans, desks and offices
    • FAQ: Settings
      • FAQ: General settings
      • FAQ: Online payments and payment gateways
        • FAQ: Migrating from Quickbook Merchant Services (QBMS) to Quickbooks payments
      • FAQ: Users and User Roles
      • FAQ: Notifications
      • FAQ: Integrations
      • FAQ: Networked accounts
    • FAQ: Reports
    • FAQ: Members Portal
    • How to setup an iTunes Development Account for the Passport (White-label Mobile App)
  • What's New?
  • Privacy Policy
  • Terms and Conditions
  • GDPR and Nexudus
    • Data Processing Agreement
  • Reseller Partners Program
    • Managing your Reseller Account
    • Managing Customers
    • Reseller Agreement
  • Contact Us
  • Apps
    • Passport by Nexudus
      • iBeacon setup for Passport app
    • NexBoard
    • NexDelivery
    • NexEvents
    • NexIO
    • NexClicker
    • Companion Apps
  • Third Party Apps
    • Square (ePOS)
      • Before you start
      • Square ePOS App
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  • What is an email template?
  • To edit an email template
  • Available email templates

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  1. Settings

Defining Email Templates

PreviousNotificationsNextEmail Server

Last updated 5 years ago

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What is an email template?

Your Nexudus account includes a set of fully customisable email templates that have been translated into German, English, Spanish, French, Italian and Portuguese. Each template determines the content and format of all email notifications sent out when the associated event occurs (for example a member signs up, a booking is made or a new invoice is created).

When an event occurs, Nexudus populates an email with dynamic data (for example, member name and other variable information), using the appropriate template, and sends the email automatically.

For email notifications to be sent out, the must be enabled (by default, it will be enabled in your account).

Each member or contact is sent email notifications in the language that is configured on their Nexudus account. They will also view the space website in that language by default.

To edit an email template

  1. Under Notifications, click Templates, then click Open template files. In the side menu you will see a list of folders for each language.

  2. Click the folder of the appropriate language. Under the folder name, you will see a list of all the available templates (each template is described later in this topic).

  3. Click the name of the template you want to edit. As an example, the new invoice template in edit mode is shown below:

  4. Edit any of the text and token information as described above.

  5. Click Save changes.

List of dynamic tokens

  • {fullname} - Member or contact full name

  • {salutation} - Greeting/nickname

  • {customX} - Up to 30 custom fields you can configure, where X=1 to 30.

  • {address} - Contact address

  • {nextbillingdate} - Date of the next bill that will be created for the member

  • {nextpriceplanprice} - Price corresponding to the value configured in the next plan (the plan the member is moving on to at the next renewal) on the member's primary contract

  • {tariffname} - The name of the plan that the member is signed up to

  • {nexttariffname} - The name of the plan the member is moving on to in the next renewal

  • {nextpriceplan} - Plan that the member is moving on to in the next renewal

  • {nextinvoicedate} - Current contract next invoice date.

  • {invoicedperiod} - Current contract invoiced period.

  • {contracterm} - Current contract contract term.

  • {desks} - Current contract contract term.

  • {keyFobNumber} - Key fob number

  • {cardNumber} - Access card number

  • {billingName} - Billing name

  • {accessCardId} - Access card number if you're using Check-In via RFID cards

  • {postcode} - Post code

  • {businessavatar} - The URL for the logo of your space.

Available email templates

The following email templates are available.

  • Auto Checkout: This notification is sent to remind a member or contact to check out of a space after use.

  • Booking Confirmation: This notification is sent when a booking is made via the space website. To enable or disable this setting, go to Settings > Bookings/Reservation System > Notifications.

  • Booking Deleted Confirmation: This notification is sent when a booking is deleted.

  • Booking Reminder: This notification reminds members or contacts about their booking before it is due to start. By default, the reminder is sent out 24 hours before the booking starts. To enable or disable this setting, go to Settings > Bookings/Reservation System > Notifications. When enabled, you can alter the time in minutes.

  • Booking Termination Confirmation: This notification is sent to ask a member or contact to confirm that a booking is to be terminated.

  • Delivery Received: This notification is sent to advise a member or contact that a delivery has been received on their behalf.

  • Event Attendee Cancelled Conformation: This notification is sent to let an attendee know their ticket to an event has been cancelled.

  • Event Product: This notification is sent to users with their tickets and any important information about the event.

  • Help Desk Reply: This notification is sent when the help desk receives a request for help.

  • Low Time Passes: This notification is sent to a users when their credit to access a space is about to run out. The email includes a link to the login page and advice on how to top up their account.

  • New blog comment: This notification informs users when there is a new comment on a blog post on your Nexudus account.

  • New Credit Note: This message is sent automatically when a credit note is created. If you disable the option Notify on New Invoice for the member or contact, this message will not be sent.

  • New Data File: This message is sent when a file is available to be downloaded by a user. The email includes a download link.

  • New E-signed File: This message is sent to ask a user to electronically sign a document. The email includes a link to review and sign the document.

  • New event comment: This notification informs users when there is a new comment about an event posted on your Nexudus account.

  • New Invoice: This message is sent to users when an invoice is created on your Nexudus account. To enable or disable notifications for an individual customer, go to Operations > Members & Contacts. Select the customer, then click Payments.

  • New Wall Message: This message is sent when there is a new post on the space wall.

  • Newsletter Conformation: This message confirms that a user has signed up for newsletters.

  • Paid Invoice: This message confirms to a user that an invoice has been paid.

  • Password Changed: This message confirms that a user's password has changed and allows them to secure their account if not.

  • Pre-authorisation Signup: This message asks a user to agree to direct payments.

  • Proposal: This message provides a potential new user with a link to a proposal document.

  • Referral Invite: This message provides a potential new user with a link to join as a member.

  • Reset Password: This message is sent when the user wants to reset their password.

  • Signup Restore: This message is sent to new users during the registration process.

  • Tour Registered: This message provides details of the space tour a prospective members has signed up for.

  • Unpaid Invoice: This notification is sent when an invoice becomes overdue or can't be paid.

  • Visitor Check-in: This message is sent to a user when their visitor arrives. The message allows the user to respond if needed.

  • Visitor Notification: This message allows a user to let a visitor know the user is waiting for them.

  • Visitor Registered: This message is sent to a visitor to let them know that they have been registered as a visitor by a user.

If the side menu is not visible, click .

In the side menu, click.

Scroll down to Communications and click .

{logoImage} - The IMG tag displaying the logo for your space. You can set your logo .

New Contact: This message is sent to to let them know their account is ready for use.

New User: This message is sent to to let them know their account is ready for use.

Survey Invitation: This message is sent to all members with an active contract when you send a .

Terms and Conditions Agreed: This message is sent to new users as a record of the terms and conditions that they agreed to when signing up to a plan. For details, see .

Settings
Notifications
here
new contacts with a user account
survey
Legal terms and conditions
notifications system
new members with a user account
Accessing email templates
Editing the booking confirmation template