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April 28 2024 - New Update Released
April 28 2024 - New Update Released

Mass emails, email send history, customer tagging system, customizable email templates & more

Adam Beech avatar
Written by Adam Beech
Updated over 7 months ago

Send Group Emails

  • A new option now exists named "Email Center" in the left hand menu

  • Create an email audience list based on any combination of equipment types, customer status, city, zip code, custom tag, invoice status or route schedule

    All filtering options for group emails being selected in a pool service software platform


  • Choose whether "ALL" options selected need to match or if "ANY" options can match

    red arrow indicating where users can change the "ALL" must match setting to "ANY" must match instead


  • Choose whether you want to send the email to contacts labeled as "Primary", "Billing" or both

    red arrow showing where users can select options of Primary, Billing or Both


  • Craft any email you want using our new editor with rich multimedia options
    Change the look and feel of anything you need to match your brand and message

    Example email built in Pool Brain's email editor

  • Save any email you've designed as a template that can be used any time with 1 click

    red arrow pointing to button named "Save as new template"

  • Send a preview to yourself before sending to actual customers

    red arrow pointing to blue text that says "send preview"



View History of All Emails Sent From Pool Brain

  • Searchable history of every email sent from Pool Brain for any reason
    View what types of emails were sent, which users sent them (or if it was auto-sent), when they were sent, who they were sent to and whether delivery was successful or not

    List of emails sent within a pool company software platform over the date range of 1 week


  • Filter the list by date range, email type, customer and more


Customize Any Email Template From Top To Bottom

  • Full customization control over default email templates for Route Stop Emails, Job Emails, Invoice Emails and Quote Emails.

    Pool company software settings showing options to edit templates for route stop emails, one time job emails, invoice emails and quote emails


  • Use Dynamic Content Markers to create the ultimate email using information that changes automatically based on certain variables.

    Animation showing dynamic content options in a pool service software email template


    Red arrows pointing to dynamic content markers in a pool service invoice email template

  • Add your own text, background colors, images, videos, emojis, links, tables, dividers and much more

  • Send a preview to yourself with a click so you can see what your creation will look like

  • You can reset to the default template any time so don't be afraid to experiment!


Customer Tagging System

  • Add tags to any customer to differentiate them in unique ways

  • Send a group email to an audience list based on these tags

    Animation showing an email audience list being filtered by customer tag in a pool company software platform


Set QBO Income/Expense Accounts for Products/Services

  • Set which accounts should be assigned to new products/services by default

    Settings section in Pool Brain showing how to assign income and expense accounts to products/services in QBO


  • Control which income/expense account is assigned on a specific product or service

    Pool service software product window displaying options to set income and expense accounts for QBO sync


Misc Improvements

  • A small unsubscribe option has been added to the bottom of group emails to improve deliverability and compliance
    If someone chooses to unsubscribe, you will receive an email with their unsubscribe reason and can take steps needed to acknowledge their request

  • Technician notes in app keep the same line and space formatting on web

  • New fields have been added for "Company Phone" and "Company Email" to make it easier to control specific dynamic content in email templates

  • When adding a new customer, if the correct address is not automatically displayed in the pick list and you click out of it... the City, State and Zip Code fields will now appear so you can enter whatever you like such as a PO BOX address

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