In this example, we will set up a Scheduler email with preparation instructions for customers who have a tent in their rental. Below you'll find a video on how to set up the template and scheduler as well as a template and conditions. You can use this template as a starting point for creating your own Scheduler email and customize based on your own circumstances and preferences.
Template
Hi {client_name},
We’re excited to help bring your event to life! Your tent order #{order_number} is scheduled for delivery and setup on {logistics_delivery_date_time}, at {delivery_address_name} {delivery_address}. To make the installation go smoothly, here are a few things you can prepare in advance:
What to Prepare for Tent Delivery & Installation
Clear the area where the tent will go. Remove debris, furniture, rocks, branches, or any obstacles. Make sure there’s a path at least 36” wide so our team can carry equipment easily.
Ensure the ground is level or relatively even. If it’s sloped or uneven, let us know ahead of time so we can plan accordingly.
Mark any underground utilities (sprinklers, wires, pipes). If needed, call your local service to have them located and marked.
Check for overhead obstructions such as trees, wires, or low branches that might interfere with tent height or frame.
Make sure someone is present at the delivery location to direct our crew, confirm placement, and answer questions.
If your tent includes accessories (sidewalls, lighting, flooring, climate control), confirm any additional power or anchoring requirements in advance.
Verify that any required permits or permissions have been secured if your local municipality requires them for tent installations.
If you need help with anything or want us to walk through the site with you ahead of time, just reply or call us at {company_phone}. We want your setup day to be smooth and stress-free.
Thanks,
{company_name}
Recommended Conditions
Transaction Contains = (here you should enter a product in your inventory that is related to the template whether that be a piece that is in every set or a particular product)
Transaction Type = Order
Transaction Status = CREATED
Transportation Type = We Are Delivering, Client is Returning AND We Are Delivering, We Are Returing
Schedule Date
In our example, we scheduled our email for 4 Days Before Transaction Delivery Date but when choosing a schedule date we recommend considering other emails you're sending and how much notice you prefer the customer to have.