BANG Email Summary

BANG Email Summary

This list summarizes the email triggers in BANG, who they go to and if they can be changed in settings. It also colour coordinates the Email Template names to the group receiving it so franchisees can edit the emails in their local office.


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    • Updating your account settings

      Follow these steps to update your account settings: In the top right corner, hover over the gear icon and select Settings In the USER PROFILE section, you can edit the following: Username First Name Last Name Upload Photo Scroll down to EMPLOYEE ...

    • Customizing your email templates

      Accessing your email templates To access your email templates hover over Activities and click Email Templates. This brings you to the list of all email templates. In the left-hand menu, you also have the option to see the templates sorted by function ...

    • Can I Turn Off Automated BANG Emails to a Client?

      You can prevent BANG email communications from being sent to your clients. To do so, follow these steps: 1. Go to the Client Care > Clients list 2. Filter for the client who no longer needs to receive BANG emails 3. Select the Edit (pencil) icon ...

    • BANG: Re-Enrollment Process

      Re-Enrollment Report The Re-Enrollment Report identifies clients based on their remaining enrollment hours. Run it monthly to find the clients who are nearing the end of their enrollment, ensure adequate follow-up and client care, plan direct ...

    • BANG Email Templates: Updating Social Media Icon Links in Email Signature

      Watch the below demo video to see how to update the social media icon hyperlinks in your email signature in the BANG email templates.