Emailing Clients from the Pet Birthday Report

Modified on Thu, 30 Mar 2023 at 08:15 PM

IMPORTANT: To send mass/bulk emails from Pet Sitter Plus you must first integrate your personal or business email account with Pet Sitter Plus using SMTP. To do this please read all the notes on SMTP in this section here to configure your SMTP or Google integration.


You can email your clients direct from the Pet Birthday Report and send them a communication wishing their pet a Happy Birthday.  You can create your own personalised Pet Birthday Email Template using Merge Codes, that automatically insert the Pet Name and also the Clients Name and even your company Name. 

 

Below is an example Email Template you could create to send to your clients.


Step 1: How Do I Create a Pet Birthday Email Template?

Navigation: Reports > Admin > Supporting Data > Email Templates



To create a new Email Template to use with the Pet Birthday Report:

  • Click on "New."
  • Name your new Template, i.e. "Pet Birthday."
  • Click "Add New Email Template."

Create New Pet Birthday Email Template in Dog Walking Software


  • Enter your email text into the main "Content" area.
  • Click "Update."


Here is an example of the narrative you could include in your new Pet Birthday Email Template, for ease, you can copy and past this into your new Email Template on your system:


Hi {CLIENT_FIRST_NAME},


We have noted that today is {PET_NAME}'s birthday!!


HAPPY BIRTHDAY!!


All the team here at {COMPANY_NAME} would like to wish {PET_NAME} a very Happy Birthday and hope they have an amazing day.


Kindest regards




{STAFF_FORENAME}


{STAFF_FORENAME} {STAFF_SURNAME} 

{COMPANY_NAME} 

Email: {COMPANY_EMAIL} 

Phone: {COMPANY_PHONE} 



Tip: You can make the Text "Happy Birthday" more visually appealing by using some of the formatting tools, i.e. make the text larger or a different color, or insert emoji's, an example is shown below:

Sending a Pet Birthday Email to Clients in Pet Sitting Software


Step 2: Run The Pet Birthday Report

Navigation: Reports > Pet Birthday Report


Create your report using the filters as described in Understanding The Pet Birthday Report.


Create the Pet Birthday Report in Pet Sitting Software


Step 3: Select Clients to send an Pet Birthday Email

  • Select All or Individual Clients using the checkboxes adjacent to the client name.
  • Click "Email."
  • Select your "Pet Birthday" email template, (See above).
  • Click "Email Clients."

Select Pet Birthday Email Template in Dog walking software


Your Clients will then receive an email from you wishing their Pet a Happy Birthday!


Example of a Pet Birthday Email sent to clients in Cat Sitting Software


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