Setting up Email Templates

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MiBaseNZ provides a rather extensive list of email templates that your library can use to send to your members. MiBaseNZ has provided a general outline for each email template as well as including some general and some specific shortcodes.

Your library can change these templates however you like. All you need to do is select the email template, click Edit, make the changes, and click Save.

Go to Setup -> Email Templates

Setup - Email Templates

 

List of email’s templates

As you can see there is quite a selection of emails to choose from. These email templates can be filtered into different delivery types (see circled in the below image) which means their functions differ in how they are sent to members.

 

Different email delivery types

There are 4 different delivery types, they are:

  • Auto: this stands for Automatic Emails which are emails, when set up correctly, are sent automatically
  • Bulk Email: these are specific emails which can be sent to all or just a few of your active members by the Bulk email functionality
  • Process: these emails, if activated, are sent to members after a function has been used
  • Button: these emails are linked to a button within MiBaseNZ and when clicked will send the email, like email and loan receipts

To view, check and change each of the above groups of email templates, follow the links below.

Automatic Emails

Bulk Emails

  • New Member – Welcome email for new members
  • Login – member’s login details
  • Member Update – email asking for members to update their details
  • Missing – email for members who were missing pieces from their toy returns that day
  • Bulk Email – generic template you can change to your liking
  • Renew Membership – like the welcome email but for members renewing their membership

Process

  • Payments Receipt – this email shows a member’s list of payments
  • Membership Application Received – this is sent when a member joins using the online sign-up form on the Public Website
  • Click and Collect Booking Confirmation – when a member reserves a toy and makes a booking to collect through the Member Website

Button

  • Email Receipt: this button allows you to email a receipt of a member’s toy loans
  • Loan Receipt: this button allows you to print a receipt of a member’s toy loans
  • Payments_Email: this button allows you to print a receipt of a member’s payment list
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