Header template for all emails

Before you start activating and using automatic and bulk emails, it is important for your library to set up MiBaseNZ’s Header template. Once set up, every email, when sent, will automatically have the header included.

Note: you do not see the header in the individual automatic or bulk email templates so you need to be careful you don’t repeat the same information in these email templates that are already in the header template

The header template usually only contains the library’s name and logo. Very little content is needed.

To create/modify the template go to Setup -> Email Templates

Email templates

Type ‘header’ in the Name search box and click the yellow ‘Edit’ button alongside it.

Header template

Then change the content in the email and click ‘Save’.

Editing header template

To upload your library’s logo you need to send an email to us.

As you can see there is only one shortcode used, [libraryname], however you can add any generic shortcode you like. Remember it is only a header, so not a lot of information is required, also, remember that all emails will be opened in mobile or tablet or computer, don’t add too much information.

Look at our documentation here https://mibase.co.nz/knowledge-base/use-shortcode-in-the-email/ for the whole list of shortcodes.

Once saved, members will receive emails with the header looking like this

Header example

Footer template for all emails

Before you start activating and using automatic and bulk emails, it is important for your library to set up the MiBaseNZ’s Footer template. Once set up, every email, when sent, will automatically have the footer included.

Note: you do not see the footer in the individual automatic or bulk email templates so you need to be careful you don’t repeat the same information in these email templates that are already in the footer template

The footer template usually contains the library’s name, opening hours and contact details. Very little content is needed.

To create/modify the template go to Setup -> Email Templates

Email templates

Type ‘footer’ in the Name search box and click the yellow ‘Edit’ button alongside it.

Footer template

Then change the content in the email and click ‘Save’.
As you can see below, the email closing or sign off has been added. Adding it here saves you adding it to each email template.

Editing the footer template

You can add any generic shortcode you would like displayed, for example, in the above email, you can see [open_hours] or [email_library].
Look at our documentation here https://mibase.co.nz/knowledge-base/use-shortcode-in-the-email/ for the whole list of shortcodes.

Once saved, members will receive emails with the footer looking like this

Footer example

Emailing a toy loan receipt

Once you have finished loaning toys to a member, you have the option of emailing a toy loan receipt if the member would like one.

It is as simple as clicking the yellow ‘Email Receipt’ button under the toy loans list.
Email receipt button in the toy loan page
The email is automatically sent and a Success message appears above the toy loan list
Success message

Email template

The first important step you need to do before using this function is to create/modify the email template called ‘email_receipt’.
Go to Setup -> Email Template and click the yellow edit button alongside it
Loan receipt email template

Then change the content in the email and click ‘Save’
Toy loan email receipt template

You can add any generic shortcode you would like displayed, for example, in the above email, you can see [longname] or [balance].
Look at our documentation here https://mibase.co.nz/knowledge-base/use-shortcode-in-the-email/ for the whole list of shortcodes.

Toy Loan List shortcodes

For the list of loaned toys inside the email you can use these specific shortcodes:

  • [toyslist_pieces]: Toy on loan list with description
  • [toylist]: Toy on loan
  • [toyslist_detailed]: Toy on loan list very detailed
  • [toyslist_small]: Toy on loan list small
  • [toyslist_very_short]: Toy on loan list very short