Emails and automations

Emails & automations is one switchboard for every email Nipcy sends to your clients for you. Find it under Manage → Templates → Emails & automations. At the top it tells you how many emails are sending automatically, or Nothing is sending automatically right now.

Every row has a switch and a picker for what goes out. If a switch is on but nothing is picked, a red note warns you that nothing will send.

Step 1: Write your emails

The emails themselves are written on a separate page.

1. Tap Write the emails at the top.
2. Tap + New Template, or open Starter Library and copy a ready-written one (welcome, booking confirmation, session reminder, gallery ready, thank you, review request, re-booking reminder and more).
3. Fill in Template Name, Category, Subject Line and Message Body.
4. Use the buttons to drop in details that change per client: {client_name}, {first_name}, {session_date}, {photographer_name}, {gallery_link}. Nipcy fills them in when the email is sent.
5. Tap Save Template. Your saved emails are under My Templates, with Edit and Delete.

Tap ← Emails & automations to go back.

Step 2: When something happens

Under When something happens, switch on the emails you want and pick which of your emails to send for each:

• New Inquiry: goes straight away when a client sends an enquiry or a booking request.
• Booking Confirmed: goes straight away when you accept a booking.
• Session Reminder (24 hours): goes out the morning of the day before the session (Nipcy checks once a day, at 8am).
• Gallery Delivered: goes when you create a share link for a gallery that belongs to a booking or a signed contract.
• Review Request (7 days after): goes 7 days after you first share their gallery, with a link to leave you a review.

These are for every client, not just one session. You can see and switch them from any session too, under Emails.

Step 3: When a client enquires

Under When a client enquires, Nipcy can reply straight away with the questionnaire that matches what they asked for. There is a row for Wedding, Portrait, Newborn, Real estate, Events, Commercial and Anything else.

1. Switch on a row.
2. Pick a questionnaire from the list next to it.

You need questionnaires saved first. See Questionnaires.

Sequences (paid plans)

A sequence is several emails sent over days or weeks from one starting point. For example: a welcome when someone enquires, tips a week later, and a gentle follow-up after a month.

Start one

• Tap Library to copy a ready-made sequence. They're grouped into Seasonal, Lifecycle and Rebooking. Tap Copy on one.
• Or tap + New, then:

1. Name it (only you see this name). 2. Choose Starts when: A client enquires, You accept a booking, You mark a session complete, You deliver a gallery, or You send it by hand. 3. Add What it is for (optional). 4. Tap Create.

Each sequence in the list shows its switch, what starts it, how many people are in it and how many emails have gone. Use Edit to change it and Delete to remove it.

Edit a sequence

On a sequence's page:

• Tap the name to rename it.
• Pause or Activate turns it off or on.
• Under Email Sequence, tap Add First Email (or + Add Email Step). For each email choose when it goes (immediately, or 1, 3, 7, 14, 30, 60 or 90 days later, up to a year), then write the Subject and Body, or use Load from template. Each step has Edit and Delete.
• For sequences that start You send it by hand, tap + Enroll Contact, pick someone from your clients (or type an email and name), and tap Enroll.

The top of the page shows Enrolled, Sent, Opened, Clicked and Open Rate. Recent Enrollments lists who is in it and whether they're active, completed or unsubscribed.

Seasonal sequences from the Library start by hand: they send nothing until you enroll people.

On the Free plan

Sequences are part of every paid plan. On Free you can see them, but you can't create, copy or switch one on. See Plans and billing.

What to send next

On a computer, a panel beside the page (below it on smaller screens) suggests emails worth setting up for the kind of work you do. It shows which ones you already have running. Tap Set it up on a suggestion, or See the whole year to plan ahead.

Good to know

• Replies come to you. When a client hits reply on any of these emails, the reply goes to the email address you sign in to Nipcy with. It doesn't appear in Nipcy itself.
• Free plan: the When something happens emails and the enquiry questionnaires work on every plan, including Free.
• Nipcy doesn't chase unpaid invoices, unsigned contracts or unanswered questionnaires for you. For invoices, use the Reminder button. See Invoices.