List of Email & Page Templates
- Sarah Masefield
Here is a list of all of the email and page templates on the PoolCar Sysadmin Main Menu.
To see the entire list of available templates, click on the Email & Page Templates page.
We recommend you edit the pages in MS Word, taking careful notice of the placeholder fields which are the fields in [square brackets], and then copy/paste the content back into the template in PoolCar.
Here is a word copy of all templates, feel free to edit as required -
Template | What is it for? | Required? |
Usage Statement email (Template) | This is the wording that gets emailed to each driver, listing a summary of their usage (bookings). | If sending usage summary via Robot |
Sign In Page wording (Template) | This is the wording that gets displayed on the Sign In page. | If not SSO |
Licence Not Verified Template | This is the wording that gets displayed to a user when Driver Licence Verification is enabled and the user has not yet gone through the verification process. | If using driver licence verification |
Welcome Page Wording (Template) | This is the wording that the user sees on the 'Welcome' page, just after they sign in for the very first time. | Yes |
Email Template - Booking | This is the wording that gets emailed to users when they elect to receive a booking confirmation email. | Yes |
Email Template - Approved Booking | This is the wording that gets emailed to users when an admin has approved their booking. | If using Approval Trigger |
Email Template - Infringement (Notice) | This is the wording that gets emailed to users when you create a new infringement notice. | If tracking Infringements |
Email Template - New User Account (Welcome Email Template) | This is the wording that gets emailed to users when you create a new user account and tick the box for 'send welcome email'. | If not SSO |
Email Template - Approval Trigger (Approval Trigger Email Template) | This is the wording that gets emailed to Approvers when a booking satisifies and Approval Trigger. | If using Approval Trigger |
Email Template - Passenger Approved | This is the wording that gets emailed to users when they're seat request (via Share a Ride) is approved. | If using Share a Ride |
Email Template - Servicing Reminder | This is the wording that gets emailed to vehicle contacts when a vehicle requires servicing soon or is overdue. | If using Servicing |
Email Template - Serviceability Check Reminder | This is the wording that gets emailed to vehicle contacts when a serviceability check needs to be done. | If using Serviceability |
Email Templates - Booking Request Pool Manager (Booking Request For Pool Manager Email Template) | This is the wording that gets emailed to Pool Manager(s) when a user failed to make booking (no vehicle available). | No |
Email Templates - Booking Request Driver (Booking Request For Driver Email Template) | This is the wording that gets emailed to Driver when a user failed to make booking (no vehicle available). | No |
Full List | What is it for? | Required? |
Acknowledgement of Driver Request | This is the wording that gets emailed to users when they have requested a driver. | No |
Approval Trigger Email | This is the wording that gets emailed to Approvers when a booking satisifies an Approval Trigger. | If using Approval Trigger |
Booking Receipt | This is the wording that gets emailed to users when they elect to receive a booking confirmation email. | Yes |
Booking Approved | This is the wording that gets emailed to users when their booking is approved. | If using Approval Trigger |
Infringement Notice | This is the wording that gets emailed to users when you create a new infringement notice. | If tracking Infringements |
Licence Expired | This is the wording that gets emailed to user when their licence has expired. | If tracking driver licence expiry |
Licence Expiring Soon | This is the wording that gets emailed to user when their licence is expiring soon. | If tracking driver licence expiry |
Licence Not Verified | This is the wording that gets displayed to a user when Driver Licence Verification is enabled and the user has not yet gone through the verification process. This is shown as a page on PoolCar - to change the email wording edit the 'Licence Marked as Not Verified' template. | If using driver licence verification |
Licence Verified | This is the wording that gets emailed to user when their licence has been verified. | If using driver licence verification |
Licence Verification (Grace Period) | This is the wording that gets emailed to user when their licence has not yet been verified but is in the grace period. | If using driver licence verification |
Licence Verification Required | This is the wording that gets emailed to user when their licence needs to be verified. | If using driver licence verification |
Licence Marked as Not Verified | This is the wording that gets emailed to user when their licence has been marked as Not Verified. Bookings cannot be made until your licence has been verified. | If using driver licence verification |
Licence Approval Required | This is the wording that gets emailed to the Line Manager when one of their staff's licences needs to be verified. | If using driver licence verification |
Passenger Approved | This is the wording that gets emailed to users when their seat request (via Share a Ride) is approved. | If using Share a Ride |
Servicing Reminder | This is the wording that gets emailed to vehicle contacts when a vehicle requires servicing soon or is overdue. | If using Servicing |
Serviceability Check Reminder | This is the wording that gets emailed to vehicle contacts when a serviceability check needs to be done. | If using Serviceability |
Sign In | This is the wording that gets displayed on the Sign In page. | If not SSO |
Usage Statement | This is the wording that gets emailed to each driver, listing a summary of their usage (bookings). | If sending usage summary via Robot |
Welcome Email | This is the wording that gets emailed to users when you create a new user account and tick the box for 'send welcome email'. | If not SSO |
Welcome Page | This is the wording that the user sees on the 'Welcome' page, just after they sign in for the very first time. | Yes |
Failed Booking Request Pool Manager | This is the wording that gets emailed to Pool Manager(s) when a user failed to make booking (no vehicle available). | No |
Failed Booking Request Driver Notification | This is the wording that gets emailed to Driver when a user failed to make booking (no vehicle available). | No |
Please note there are no templates for cancelled bookings, overdue bookings or damage/incident report emails.
Cancelled booking notification uses a generic message stating the booking has been cancelled and the reason, as well as the information from the original booking receipt email.
Overdue booking notification (not yet back) uses a generic message stating the booking has been checked out but not yet checked in, as well as the information from the original booking receipt email.
Damage/Incident report notification uses a generic message stating a damage/incident report has been submitted and the details supplied by the driver.