{"id":1023,"date":"2022-03-14T16:15:30","date_gmt":"2022-03-14T16:15:30","guid":{"rendered":"https:\/\/paperbell.com\/support\/?post_type=ht_kb&#038;p=1023"},"modified":"2025-02-21T21:39:30","modified_gmt":"2025-02-21T21:39:30","slug":"automated-email-templates","status":"publish","type":"ht_kb","link":"https:\/\/paperbell.com\/support\/knowledge-base\/automated-email-templates\/","title":{"rendered":"Automated Email Templates"},"content":{"rendered":"\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">If you don&#8217;t know what an automated email is, <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/all-about-automated-emails\/\" target=\"_blank\" rel=\"noreferrer noopener\">start with this page <\/a>instead!<\/p>\n\n\n\n<p>No clue what to put in your <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/all-about-automated-emails\/\">automated emails<\/a>? <strong>Just copy and paste our templates below.<\/strong> We recommend signing them off with your name\/email signature. (Although the &#8220;from&#8221; name will show as the Paperbell software, any replies will be sent to you directly.)<\/p>\n\n\n\n<p>And remember, you don&#8217;t need to create an automated email for every trigger. Not sure where to start? We&#8217;d suggest:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>1 day before appointment (reminder)<\/li>\n\n\n\n<li>1 hour after appointment (if there&#8217;s any regular follow-up stuff you want to remind your clients of, or remind them to book the next session in the package)<\/li>\n\n\n\n<li>Immediately upon purchase<\/li>\n\n\n\n<li>Reminder to book<\/li>\n\n\n\n<li>Final appointment<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Appointment<\/h2>\n\n\n\n<p>Ideas for this email:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>before:<\/strong> logistical &#8220;your appointment starts at this time&#8221; very short reminders (include a GIF or quote to give them more personality)<\/li>\n\n\n\n<li><strong>before:<\/strong> a homework assignment to complete before the session<\/li>\n\n\n\n<li><strong>before:<\/strong> a reminder of the purpose of each session<\/li>\n\n\n\n<li><strong>before:<\/strong> an inspirational quote or words of wisdom from you, to offer guidance inbetween sessions<\/li>\n\n\n\n<li><strong>after:<\/strong> journal suggestion to help process the session<\/li>\n\n\n\n<li><strong>after:<\/strong> follow-up action they can take to stay on track<\/li>\n\n\n\n<li><strong>after:<\/strong> link to a survey for feedback<\/li>\n\n\n\n<li><strong>after:<\/strong> link to a survey to rate themselves on their goal progress<\/li>\n<\/ul>\n\n\n\n<p><strong>Template for appointment reminder:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Trigger: Appointment<\/li>\n\n\n\n<li>Timing: 1 day before<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><em>Subject:<\/em> Your session is coming up<br><br>Hi {client_first_name}, your appointment is at {appointment_datetime}.<br><br>We&#8217;ll connect via video chat at this link: {meeting_link}<br><br>You can also find the link in your calendar invitation.<br><br>Please come prepared with a topic or theme that you&#8217;d like to dive into.<br><br>See you soon!<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Purchase<\/h2>\n\n\n\n<p>Ideas for this email:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>an overview of what they have purchased<\/li>\n\n\n\n<li>affirmation that they have made the right choice<\/li>\n\n\n\n<li>the kind of changes they can look forward to from your work together<\/li>\n\n\n\n<li>housekeeping stuff, like your policies on rescheduling, being late, etc.<\/li>\n\n\n\n<li>use days and weeks after purchase to deliver additional content (you can store the content in Paperbell)<\/li>\n\n\n\n<li>use days\/weeks after purchase to ask for referrals to other clients<\/li>\n<\/ul>\n\n\n\n<p><strong>Template:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Trigger: Purchase<\/li>\n\n\n\n<li>Timing: Immediately<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><em>Subject:<\/em> Looking forward to our work together<br><br>Thank you for your purchase, {client_first_name}! I look forward to speaking with you.\u00a0<br>\u00a0<br>If you need to reschedule or book future appointments, you can do that in Paperbell. Your client portal is at https:\/\/PaperbellClient.com\/<br><br>Please note that rescheduling is generally discouraged, so please only book appointments that you\u2019re confident you\u2019ll be able to attend. Of course, I understand that life happens and sometimes changes are inevitable!\u00a0<br>\u00a0<br>Any no-show appointments are not eligible for rescheduling.\u00a0<br>\u00a0<br>Thank you, and please don&#8217;t hesitate to reach out with questions. I can&#8217;t wait to create change together!<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Reminder to Book<\/h2>\n\n\n\n<p>Ideas for this email:<\/p>\n\n\n\n<p>Remind them of your terms and conditions. For example, do they only have a certain amount of time before the package they&#8217;ve purchased expires?<\/p>\n\n\n\n<p><strong>Template:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><em>Subject:<\/em> Reminder: you have unbooked sessions with me<br><br>Hello {client_first_name}, I just wanted to send you a reminder that you\u2019ve purchased sessions that haven\u2019t yet been booked.<br><br>To book your sessions, go to https:\/\/app.paperbell.com\/purchases and click on {package_name}. <br><br>You&#8217;ll see a &#8220;Book Appointment\u201d button at the top right of the screen.<br><br>Looking forward to furthering our work together!<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Final Appointment<\/h2>\n\n\n\n<p>Ideas for this email:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ask for a testimonial<\/li>\n\n\n\n<li>ask for referrals<\/li>\n\n\n\n<li>link to a feedback survey <\/li>\n\n\n\n<li>ask them to reflect on what has changed since you started your work together<\/li>\n<\/ul>\n\n\n\n<p><strong>Template: <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><em>Subject:<\/em> Feedback on our work together<br><br>Hello {client_first_name}, now that our final appointment has passed, I&#8217;d love to hear your thoughts.&nbsp;<br><br>Would you recommend me to others? Why or why not? What are the core outcomes you achieved? And do you have any ideas on how I can improve?<br><br>I deeply appreciate any feedback that you have time to share.<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>No clue what to put in your automated emails? Just copy and paste our templates below. We recommend signing them off with your name\/email signature. (Although the &#8220;from&#8221; name will show as the Paperbell software, any replies will be sent to you directly.) And remember, you don&#8217;t need to create&#8230;<\/p>\n","protected":false},"author":1,"template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17],"ht-kb-tag":[],"class_list":["post-1023","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-walkthrough"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Automated Email Templates - Paperbell Support<\/title>\n<meta name=\"description\" content=\"If you don&#039;t know what an automated email is, start with this page instead! No clue what to put in your automated emails? 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