Delivery Confirmation Emails

Aaron K. shared this question 2 years ago
Answered

I've built a custom Email to send out a couple of day before a rental to confirm all rental details including pulling delivery and pickup window times from the delivery scheduler.


I have figured out how to send the test to myself but it just selects a random customer's information to display. How do I select which customer I want to send it to?

Comments (1)

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You can do one of the following.


1. If you want to manually send it, go to a lead. Click to email and then choose the email that you want to send.

2. If you want it sent out automatically. Transfer your content to one of our auto emails called "Customer - Event Reminder"

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Thanks Tim, on the lead, is it under the "Auto Emails" Section? Because it doesn't give me the option of that email specifically.

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The email template my be inactive. You can find it in Settings->Email Center

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