Automated Emails

7 articles

• Email Verification

  Automated emails are triggered to be sent to your members to explain things like membership changes, accepted reservations, and more! Complete the email verification process to customize the email address that these emails come from.   From the dashboard, navigate to Settings > Emails . At the top of the page, update the Send  Emails From  email address as your space address (e.g., info@coworking.com). The verified email must reflect a domain that you own. A…

  https://docs.proximity.space/index.php/articles/email-verification

• First Daily Check-in emails

  Create an email that is sent to your members the first time they check in to your space each day. Simply say hi or include important information about your policies, procedures, or other things especially important for the day.  Each member will only receive the email once per day and only on days they check in to your space (via Proximity Wave, unlocking a door, checking in for a reservation, etc.). This email is optional…

  https://docs.proximity.space/index.php/articles/check-in-emails

• Membership Invitation Email: Example

  This is an example of what the standard Membership Invitation email will look like that is sent to members. If the membership is free, the member will not be asked to provide a payment source. More on emails.  

  https://docs.proximity.space/index.php/articles/membership-invitation-email-example

• Emails to Space Operators

  Emails to space operators are automatically triggered. These emails are sent to any operator of your space with Space Manager checked on their account. If you do not wish to receive these emails, you will want to make sure only Space Owner is checked on your account. Emails sent to Space Managers and when they are triggered: Membership Payment Failure When a member's payment has failed [[member_name]] has cancelled their membership When a member has…

  https://docs.proximity.space/index.php/articles/emails-to-space-operators

• What is the email that is sent to all new members/users?

  New Membership Email = Your space's welcome email to new members/users Customize the email that new members receive when they sign up. This is a great way to welcome them,  introduce them to the specifics of your space, include any important information (like the link to your member handbook), provide them with the link to download the Proximity app, help them understand where to go to fill out their profile, etc. Customizing Email Templates Navigate…

  https://docs.proximity.space/index.php/articles/new-membership-email-what-is-the-email-that-is-sent-to-all-new-members

• Why are emails not being sent out?

  The following emails can be automated if configured appropriately.   Proximity Wave Tour Request  won't send out if you aren't utilizing Proximity Wave. Conference Room Wifi  won't send if you don't have Meraki integration or if Reservable Resource Wifi is not configured properly Conference Room Auto Cancelled won't send if you don't set conference rooms to require check-in Conference Room Pending  won't send if you don't require manager approval for conference rooms  It is also…

  https://docs.proximity.space/index.php/articles/when-automated-emails-are-not-sent-and-why

• Email Filtering

  You can manage your incoming mail using Gmail’s & Office 365's filters to send email to a folder, label, or archive, delete, star, or automatically forward your mail. This is useful to manage platform Notification emails based on the criteria of your choosing. Gmail Office 365

  https://docs.proximity.space/index.php/articles/email-filtering