Summary

This article shows admins how to edit the email and SMS messages Gingr sends when a pet passes an evaluation. You can change the message text, add merge fields, and reflect your branding.

Staff trigger both templates from the Send Pass Communication modal. It appears after staff save evaluation results, whether results are saved for one location or system-wide. Your organization's Evaluation Results Records setting decides this in the Pet Profile or Shopping Cart.

Before You Begin

You'll need:

• User group permission to edit System Email Templates and Canned SMS Templates.
• Gingr's SMS functionality turned on for your business, if you plan to edit the SMS template.

Steps

Customize the Evaluation Pass Email Template

1. Go to Admin » System Email.
2. Find the template named Evaluation Pass Notification.
3. Select the Edit pencil icon.

   

4. Update the subject line if needed. Example: "Daycare Evaluation Passed!"
5. Update the email body text if needed.
6. Insert variables to personalize the message. Common fields include:
   • {animal_name}
   • {first_name}
   • {evaluation_passed_categories}
7. Select Save. The template now sends automatically when staff select it in the communication modal after they record pass results.

   

Customize the Evaluation Pass SMS Template

1. Go to Admin » System SMS.
2. Find the template named Evaluation Pass Notification.
3. Select the Edit pencil icon.

   

4. Update the SMS text with your wording. Example: "[Pet Name] has passed their Boarding Evaluation. We look forward to seeing them soon!"
5. Use variables to personalize the message. Some examples include:
   • {animal_name}
   • {location_name}
   • {evaluation_passed_categories}
6. Keep the message short.
7. Select Save. The SMS sends automatically when staff save evaluation results and confirm the communication modal.

Additional Information

• Both templates include only the categories that passed. Failed results are not sent to customers.
• Staff can choose not to send a message by selecting Cancel in the Send Pass Communication modal.
• You can edit the templates at any time to change tone, branding, or variables.

Related Articles

• How to Manage Evaluation Results
• How to Book an Evaluation in the Customer Portal
• Understanding the Evaluation Results Icon