Global Automated Messages

Modified on Fri, 14 Mar at 5:09 PM

MyTime enables franchise businesses to tailor automated messages at both the parent and child levels. This article will outline the steps to configure automated messages specifically from the parent level.

Things to know:

This feature is available only for accounts using the global database and must be enabled by a MyTime team member.
To enable global automated messages at both the parent and child levels, please contact our support team at [email protected]. Additionally, the "Marketing Campaigns on Parent Account" hidden setting must be enabled at the parent level.
Once these hidden settings are enabled, global automated messages can be created and edited, provided the "Accessing Automated Messages" access control is set to 'Edit'
For child accounts with the global database for automated messages activated, any customizations made to automated messages at the parent level will automatically apply to and be available at the child level.
By default, child accounts cannot edit global automated messages. However, you can grant them the ability to customize these messages by enabling the "Global Template Customization" hidden setting at the parent level. Only the MyTime team can activate this setting. To request activation, contact your account manager or reach out to the support team at [email protected]. For more information, refer to the Override Global Automated Messages on Child Accounts section.
Service-specific instructions can be added to global automated messages for individual global services, all global service categories, or selected global categories. Learn more here
Directions cannot be added to automated messages at the parent level
Delivery options for global automated messages can be edited on the parent account. At the child level, these options are view-only and cannot be modified
Overage charges for emails or SMS will be applied to each child account if applicable, as global automated messages are sent from the child account level
Email themes are configured at the parent level and cannot be edited at the child level. These themes apply to both automated messages and campaigns.

CONTENTS

Configuring Global Automated Messages at the Parent Level
Configuring Global Email Theme
Override Global Automated Messages on Child Accounts

Configuring Global Automated Messages at the Parent Level

From the parent account, navigate to Marketing > Automated Messages
Below you will see 2 tabs, Transactional and Marketing:
- In the Transactional tab, you will find all the pre-saved templates. From here, you can activate and edit your transactional automated message templates.
- In the Marketing tab, you will find all the pre-saved templates. From here, you can activate and edit your marketing automated message templates.
Below either tab, hover over the desired pre-saved template and select View to edit the template
From here, you can edit the following:
- Delivery By: You can specify a fallback delivery method (email, SMS, push notification) when the primary method is unavailable.
  - Use if available: This is the primary method that will be attempted first
  - Use if other methods not available: This method will be attempted if the primary option is unavailable (because contact information is not on file or the user opted out)
  - Never Use: This method will not be used, even if none of the other options are available
- Delivery methods configured before February 3, 2025 (when fallback delivery methods were introduced) will have the following default selections:
  - For enabled delivery methods, the 'Use if available' option will be selected.
  - For disabled delivery methods, the 'Use if others are not available' option will be selected.
- Email: The client must have an email address on file and be opted in to receive transactional emails
- Text Message: The client must have a mobile number on file and be opted in to receive transactional SMS
- Push Notification: The client must have the MyTime Guest App installed on their mobile devices.
Reply-to-name: Name of the business that appears when your clients reply to an auto email.
Subject: The subject or title of the email. This can be set and edited to your preference
The body of the email. To edit:
- Hover over the highlighted sections
- Click on the edit icon
When you are finished editing the template, select Save at the bottom

Configuring Global Email Theme

Navigate to Marketing > Automated Messages
Click "Edit Email Theme" in the left panel
You will be on the "Customize Your Email Theme" page, where you can:
- Change your background color using the color picker
- Change your button/link color using the color picker
- Insert a background image
- Include letterhead
Once done, your changes will be displayed below. You can see the web and mobile version of your email template to see how it would look on either platform
Save changes

Override Global Automated Messages on Child Accounts

Things to Know:

Once the "Enable Global Template Customization" hidden setting is activated at the parent level, two options will appear on the automated templates at the parent level:
- "Don't overwrite child accounts with customized templates"
- "Overwrite all child account templates"
Template Modification Behavior:
- When modifying a template in the parent account, "Don't overwrite child accounts with customized templates" is selected by default.
- After saving changes to an automated message template at the parent level, the "Parent" label will appear next to the template’s name in child accounts where no modifications have been made.
- If a template has already been modified at the child level, updates made at the parent level will not affect that template.
Reset Button Visibility:
- The reset button for child account templates appears only after changes have been made and saved.
- Before any modifications, the reset button will not be visible.
Template Labels in Child Accounts:
- If no changes have been made to a template in a child account, the "Default" label will be displayed next to its name
- If a template is modified and saved at the child level, the "Child" label will be displayed next to its name
Overwriting Templates Across Child Accounts:
- When selecting "Overwrite all child account templates" at the parent level, a message will indicate the number of affected child accounts. Example: "Affects 1 child account(s)" appears if one child account has previously modified the template.
- Once saved, the updated template will be applied to all child accounts.
- If a child account resets a modified template, it will no longer be counted in the "Overwrite all child account templates" section at the parent level.
Handling Multiple Versions of Automated Messages:
- For automated messages that allow multiple versions, changes made at the parent level will only apply to child templates with matching criteria. Example: If a Package Expiration Reminder template at the parent level is set to "Send to clients 5 days before package expiration," it will only update child templates configured with the same criteria.

From the Parent Level:

The options "Overwrite all child account templates" and "Don't overwrite child accounts with customized templates" will appear below the subject of the template.

From the Child Level:

If no changes have been made to a template, the "Default" label will appear next to the template's name.

If a template is modified on the child account and changes are saved, the "Child" label will be displayed next to the template's name.

Once changes to automated message templates are saved at the parent level, the "Parent" label will appear next to the template's name in the child account where no modifications were made.

For more information, contact us at [email protected] or (385) 233-6964.

Related Articles:

Global Campaigns