Escape Online sends emails automatically for purchase orders, online shopping, vendor ACH, employee ACH, you get the idea. Now, you wouldn’t want the same email for all of those situations. Of course, not. You would want different emails, with different tones, with different information. That’s why Escape Online supports keywords for email customization.
Let’s take a look at a LIVE example (except for the name of the school) to see how keywords can customize an email.
As you can see from the first highlighted field, this email would be sent to a vendor concerning a purchase order.
The Email PO Subject field uses keywords and text to create a custom subject for the email. Let’s say that the name (or description) of the organization is Rome Joint Union High School District. If I created a purchase order today, the subject would be something like this:
Rome Joint Union High School District, Purchase Order PO12345, Dated 03/08/2019
The keywords allow the subject to reflect the information from the purchase order. Amazing! Let’s see how that works with the body, pretending that Celeste Michaels is the contact for the department (based on Department record setup).
Please see the attached Purchase Order PO12345, Dated 03/08/2019 issued by the Rome Joint Union High School District and any related informational attachments.
If you have specific questions, please feel free to contact Celeste Michaels at firstname.lastname@example.org or 916-773-6363.
** PLEASE DO NOT REPLY TO THIS EMAIL **
Very cool! We have over 80 keywords — everything from PIN # to Check Amount to Bargaining Unit to Buyer Name — so you can create the perfect custom email.
And, one last word about that Email PO Profile Name field. This is where you can enter a nice phrase that will appear as the FROM. For example, instead of receiving an email from cmichaels, you would receive an email from Rome JUHSD (email@example.com). Nice!