Articles
Automated Email Templates
Overview
Automated emails are sent by service minder when certain events happen, such as an appointment is scheduled or completed. By default, each organization has the exact same versions of these emails. However, a brand may choose to ed...
Ad Hoc Email Templates
Overview
Ad Hoc Emails allow you to send customized, pre-formatted messages to contacts while automatically pulling in details about the customer, appointments, proposals, or invoices. These templates save time, ensure consistency, and...
Email Editor Tips
Overview
If you are new to a visual WYSIWYG (What You See Is What You Get) editor—commonly found in email and blog platforms—you may feel unsure about how to properly format or style your email templates. This guide outlines common questi...
Using Markdown Scripting
Overview ServiceMinder supports core Markdown syntax for styling content used across the platform — from proposal descriptions to automated emails and ad hoc templates. You can use headings, emphasis, lists, links, images, and more to ensure your c...