Set Up Form Email Options

Name - Enter a name to describe this template. This field is for your use only: Email recipients will not see this description.

Sender Email Address - Enter the "sent by", or return email address, to include in your messages.

Phone - Enter the phone number that you would like to appear in the "Contact Info" section of the email message. The recipient will see the number as a link that they can click to call your office. If you leave this field blank, the phone number will not appear in the message.

Email - Enter the email address that you would like to appear in the "Contact Info" section of the email message. The recipient will see the address as a link that they can click to email your office. If you leave this field blank, the email address will not appear in the message. You may use the same email address as the "Sender Email Address", above, or choose a different address.

Footer Link Content / Footer Link URL - Enter the text you want to display as a link in the footer of the email message (such as "Visit Our Web Site"), and enter the URL to go to when the recipient clicks the link (such as your office web site address). Be sure to include the entire URL (i.e. http://ortho2.com). If either the link content or link URL are missing, or the URL is incomplete, the link will not appear in the email message.

Header Background - Use the color drop down icon to select a color for the background of the email message header.

Options - Enable each item of information (i.e. procedure description, reminder, amount due, and insurance info) that you want to include in the message. Your choices depend on whether you are working with the appointment card or receipt form.

Show Logo - Enable the Show Logo option in the Setup section of the window to include the selected logo in the header of your email messages. Or, disable this option to remove the logo from the header, without removing the logo settings.

Resize Logo Placeholder - Select the maximum size for your logo by clicking the Resize icon, then using the slider bars to adjust the maximum width and / or height to use. If your logo graphic is bigger than your maximum settings, it will be reduced proportionally to fit within your parameters; if your logo graphic is smaller than your maximum settings, it will be inserted as-is into the message header.

Insert Logo - Click Add, then navigate to your graphical logo file. The logo will show up in the header of your email messages, as long as the Show Logo option is enabled. The size of the logo may be affected by the placeholder size, described above.

Clear Logo - Click Clear Logo to remove the logo file from the email message.

Define Button Header - Use the Button Header field to enter the text you want to appear above the web button section of the email (such as "Connect With Us"). If you leave this field blank, your buttons will still appear in the message.

Set Up Buttons - Click New Button to add a a new web link button, then use the Content field to enter a description of the button (such as "Facebook"), and use the Link URL field to enter the complete web address. You can then use the Color icon to select a background color for the button.

Delete Buttons - Click the Delete icon beside the button you want to remove.

Change Button Order - Your web link buttons will be listed in the email message in the order they appear in your template. To change the button order, you would need to delete buttons, and re-enter them in the order you wish them to appear.

Subject - Use this field to type the text you would like to include as the subject of your email messages, such as "Reminder From @practiceName". You can optionally type or drag and drop variables, such as @patientFirstName from the variables list at the left of the window into the text box.

Introduction - Use this field to type an introductory greeting, such as "Hello there, @patientFirstName." You can optionally type or drag and drop variables, such as @patientFirstName from the variables list at the left of the window into the text box.

Opening Text - Type an opening sentence. such as "This is just a friendly reminder" in this field. You can optionally type or drag and drop variables, such as @patientName, from the variables list at the left of the window into your opening message.

Summary - (Receipt templates only.) Use this field to insert a summary line underneath the account details section of the email message, such as "Questions? Please call!"

Closing Header - (Receipt templates only.) Use this field to insert a line of larger text above your closing remarks.

Closing - Use this field to type a closing for your message, such as "Please call us at @officePhone if you need any assistance or have any questions". You can optionally type or drag and drop variables, such as @patientFirstName from the variables list at the left of the window into the text box.