When this process is used

Follow these steps to send thank you emails to customers after their events have been held

How the emails and their Tave automations work

To speed up the process of creating the emails, we have some automations in Tave that create necessary questionnaires (Meet the Couple or Event Photos) and draft an email using the appropriate template.

These automations are triggered by tasks on the jobs, which themselves are added by an automation when the job goes to the Fulfilment stage on the day of the event.

The tasks are listed in the Post-event list on the Tasks tab, and all start with “TRIGGER Draft thank you email…”, followed by:

Name of task/email template Use it when we want…
Review, Pics

The customer to:

  • Give us a Google/Facebook review
  • Send us pictures of their event
Review, Pics, MTC *

The customer to:

  • Give us a Google/Facebook review
  • Send us pictures of their event
  • Complete our meet the couple questionnaire
Review, Deposit

The customer to give us a Google/Facebook review only.

And to tell the customer we’ve returned their warehouse collection security deposit.

Review, Pics, Deposit

The customer to:

  • Give us a Google/Facebook review
  • Send us pictures of their event

And to tell the customer we’ve returned their warehouse collection security deposit.

Review, Pics, MTC, Deposit *

The customer to:

  • Give us a Google/Facebook review
  • Send us pictures of their event
  • Complete our meet the couple questionnaire

And to tell the customer we’ve returned their warehouse collection security deposit.

Review only The customer to give us a Google/Facebook review only.

* When these automations are used, only the Meet The Couple questionnaire is created. For photos, the customer is directed to a public questionnaire to provide photos. This is because Tave only lets you refer to one questionnaire invitation in an email.

How to generate and send emails
  1. Open the customer’s job in Tave, and go to the Tasks tab
  2. Determine the type of email to be sent
    • Consider the size and type (delivery/warehouse collection) of the job, and what we think the customer’s experience of us was
    • Warehouse collection jobs will need to use templates with ‘Deposit’ in them
    • Only send the Meet The Couple questionnaire if the job was a wedding and we’ve been dealing directly with the couple!
    • If something went wrong, then we may decide not to send a thank-you email
    • There are other factors; use your judgement!
  3. Tick off the relevant task for the type of email you’d like to send
  4. Delete the other Thank-you email tasks (orange ring)
    • If there are no other tasks listed in the Post-event list, you can tick off the Post-event list itself (purple ring)
    • Emails won’t be drafted for the tasks you didn’t specifically tick off)
  5. Check for any other open tasks on the job, and tick them off as necessary
  6. Go to the Email tab, and open the draft thank you email
  7. Update the template as necessary with a personal message if you’d like to include one
  8. Send the email
  9. If there are no other tasks remaining on the job, set its status to Completed

Repeat these steps for any other thank you emails you’d like to send.