Global Automated Messages

MyTime enables franchise businesses to tailor automated messages at both the parent and child levels. This article will outline the steps to configure automated messages specifically from the parent level.

Things to know:

• This feature is solely relevant for accounts utilizing the global database and can only be enabled by a member of the MyTime Team. To enable global marketing, please contact our Support Team at support@mytime.com.
  
• To send automated messages from the parent account, an active subscription to the marketing module is required, and the account must be active.
• The ability to edit automated messages at the parent level is controlled by the "Accessing Automated Messages" access control
• For child accounts with the global database for marketing activated, any customizations made to automated messages at the parent level will be reflected in the child account and can be used at the child level.
• Child accounts cannot edit global automated messages; these have to be edited at the parent level. 
• Service-specific instructions can be added to global automated messages for individual global services, all global service categories, or selected global categories. Learn more here 
• Directions cannot be added at the parent level
• Delivery options for global automated messages can be edited on the parent account. However, on the child account, these options can be viewed but cannot be modified when viewing the global automated messages

• Charges for email or SMS overages will be applied to each child account if overage fees are incurred, as global automated messages are sent from the child account level. 

• The email theme is configured at the parent level and cannot be edited at the child level. Email themes are used for both automated messages and campaigns. 

Content:

• Configuring Global Automated Messages at the Parent Level
• Configuring Global Email Theme

Configuring Global Automated Messages at the Parent Level

1. From the parent account, navigate to Marketing > Automated Messages
2. Below you will see 2 tabs, Transactional and Marketing:                                                                                

   • In the Transactional tab, you will find all the pre-saved templates. From here, you can activate and edit your transactional automated message templates.

   • In the Marketing tab, you will find all the pre-saved templates. From here, you can activate and edit your marketing automated message templates.

3. Below either tab, hover over the desired pre-saved template and select View to edit the template 

4. From here, you can edit the following: 

   • Delivery By: Choose the method of delivery - email, text message, or push notification. If the method selected is not available for a client, we will try other available methods even if it was not selected. For instance, if you select email as the delivery method but the client does not have an email address on file, we will send the notification via text message.

     • Email: The client must have an email address on file and be opted in to receive transactional emails

     • Text Message: The client must have a mobile number on file and be opted in to receive transactional SMS

     • Push Notification: The client must have the MyTime Guest App installed on their mobile devices.

   • Reply-to-name: Name of the business that appears when your clients reply to an auto email.
   • Subject: The subject or title of the email. This can be set and edited to your preference

   • The body of the email. To edit:

     • Hover over the highlighted sections 

     • Click on the edit icon                                                                                                                          

5. When you are finished editing the template, select Save at the bottom 

Configuring Global Email Theme

1. Navigate to Marketing > Automated Messages
2. Click "Edit Email Theme" in the left panel                                                                                                            
3. You will be on the "Customize Your Email Theme" page, where you can:
   • Change your background color using the color picker
   • Change your button/link color using the color picker
   • Insert a background image
   • Include letterhead
4. Once done, your changes will be displayed below. You can see the web and mobile version of your email template to see how it would look on either platform
5. Save changes

For more information, contact us at support@mytime.com or (385) 233-6964.