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Overview of all email templates

Look up directly: Find templates by process and search term. The reference also includes subscription, overdue notice, ticket and custom template contexts.

edoobox V2 groups system templates by recipient and process. Some entries are composite templates: a booking confirmation, for example, comprises email, Booking.pdf, Ticket.pdf and ICS file. Each component may have its own content, placeholders and activation rules.

Therefore never edit only visible email text. Check trigger, booking status, language, active sending provider and all enabled attachments together.

Current edoobox email system template overview in a demo account.
AEmail settingsBSystem and custom templatesCTemplate groups and editing

Participant booking process

Template tree entryComponent and purposeWhen to check
Booking confirmationConfirmation email: Message for a definitive booking.Online and admin booking, rebooking, manual resending.
Attachment: Booking.pdf Registration: Booking summary.Only if Booking.pdf should be sent globally.
Attachment: Ticket.pdf: QR/barcode ticket.Ticketing active, no waiting list booking.
Attachment: Dates ICS file: Calendar dates.ICS active, dates present, no waiting list booking.

For manual sending, current status still determines whether normal confirmation or waiting list template is used. Details are provided under Send booking confirmation manually.

Cancellation

  • Cancellation requested: Confirms receipt of a cancellation request before an admin decides.

  • Cancellation confirmation: Confirms actual cancellation and may contain fee, refund and invoice information.

These templates do not replace substantive checking of booking, fee, refund or cancellation invoice. Check the overall process under Cancellation and withdrawal.

Payment and invoices

TemplateTypical trigger
Payment reminder emailManual sending from booking details through Email → Send payment reminder.
Rechnung.pdfCreation of an invoice.
Invoice emailSending an invoice.

Overdue payment management has dedicated payment reminder and overdue notice templates with Dunning placeholders. Check the menu to see whether you are editing the classic manual payment reminder or an overdue notice level.

Reminders, attendance and certificates

  • Reminder email: Message before the date, automatic according to the configured time rule or manual from booking.

  • Attendance confirmation email: Message after attendance checking.

  • Attachment: Zertifikat.pdf: Certificate with attendance, validation data and optional instructor signature.

  • Non-attendance notification email: Alternative for people who fail to reach required attendance.

Date end, attendance status, minimum attendance and sending delay must align. See Attendance, attendance confirmation and certificates.

Waiting list, MustPay and request list

EntryPurpose
Waiting list enquiry emailOffer selected waiting list people a booking route for an available place.
Waiting list: Booking confirmation emailComprises Waiting list confirmation email and Booking.pdf Waiting list; contains no normal ticket or normal ICS file.
Complete MustPay registrationContinue or discard a started registration not yet fully paid.
Enquiry list: Enquiry emailComprises Enquiry list email and Booking.pdf Enquiry list; contains decision link and validity.
Enquiry list reminder emailReminds people of a pending decision.
Enquiry list rejection emailInforms of rejection in the intended process.
Decision deadline expiredInforms that the valid decision deadline has passed.
Admin rejected the enquiryDedicated message for an enquiry rejected by an admin.

Go-ahead, cancellation and other system messages

  • Go-ahead email: Informs booked people that an offer will take place.

  • Cancellation email: Informs of cancellation; booking cancellation and money movements must be prepared separately.

  • Voucher sales: Contains code, name, value and expiry of the purchased voucher.

  • Forgot password: Contains the password change link.

  • Admin invitation: Invites a new admin. It substantively belongs to admin access although it appears in the template tree’s participant section.

Emails to the organisation

  • Registration info: Internal information about a new participant booking.

  • Information notice: Internal message when minimum or maximum values are reached.

  • Participant cancellation: Internal information about cancellation or a corresponding process.

These messages do not automatically go to the same person as booking confirmation. Check stored organisation addresses in Email settings.

Check templates using a small case matrix

Test caseCheck at least
Definitive bookingConfirmation email, language, Booking.pdf, ticket, ICS, outbox.
Waiting listWaiting list template, watermark, no ticket/ICS, later place allocation.
Invoices and paymentsInvoice email, Rechnung.pdf, payment link, payment confirmation, outstanding balance.
CancellationRequest or direct cancellation, fee, refund, cancellation confirmation, cancellation invoice.
AttendanceSufficient and insufficient attendance, certificate and non-attendance notification.
Enquiry listInitial email, Booking.pdf, second address, reminder, acceptance, rejection and deadline expiry.
Example: Completely test a paid booking

A test person books on invoice. Confirmation email, Booking.pdf, ticket, ICS, invoice email, Rechnung.pdf and outbox are checked. After partial payment, payment confirmation and invoice balance are checked; a cancellation test follows.

Example: From waiting list to an available place

A test person joins the waiting list and receives only waiting list confirmation. After a place enquiry, booking is completed. Normal confirmation and attachments enabled for it may appear only in definitive status.

Example: Certificate after an attendance decision

Two test people receive different attendance values. Only the person above minimum attendance receives attendance confirmation and certificate; the second gets non-attendance notification. Both outputs are checked in every active language.

Design payment reminders and overdue notice levels

Under Payment & Invoices → Overdue payment management, Payment reminder, Overdue notice and Postal overdue notice (PDF) are available. The respective overdue notice process populates these templates with Dunning… placeholders. Content and a saved template alone do not start an overdue notice run. Check rule, level, outstanding amounts, fees and sending method under Overdue payment management: Open processes and overdue notice runs.

Subscriptions and passes: Renewal reminder

The Subscriptions and passes template group contains the subscription renewal reminder. It informs the affected person about the next period and can contain payment, invoice and cancellation links. A suitable active participant subscription renewal process is required. Design a subscription renewal reminder covers setup, placeholders and checking.

Distinguish email, generated PDF and fixed file

Under Custom templates → Create new template, you can now select Email template or PDF template. A custom PDF template is a dynamic document with placeholders. It is neither an additionally uploaded PDF nor a dedicated email task. Details: Custom PDF templates for participant documents.

The reference at the end of the page lists every fixed template and separate sending context. Special contexts such as contact form or share link do not necessarily appear in the normal V2 template tree. System templates and permissions available in the account determine your actual selection.

Check account selection and language variants

The reference covers the fixed catalogue and additional sending contexts. Families visible in the V2 tree are grouped by process; a custom template appears under Custom templates. Editing requires template activation and appropriate permission.

Check email and associated PDF/ICS components in the required language. A custom PDF template belongs to participant documents and can be selected in a suitable automation step. An identical name alone does not make it replace an invoice or ticket file. For individual direct messages, use Compose email.

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