Quote follow up email

Skylar P. shared this question 22 months ago
Answered

Does anyone know of or have a filter/automation that sends an email following up on a quote that wasn't booked a certain number of days after creation. Also would need a way to filter out customers that have multiple quotes, wouldn't want this to accidently send to someone that booked on a different quote for the same event or send 3 of the same emails all at once because we sent them 3 different options.

Thanks!

Comments (2)

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Also an automation that sends an alert to the sales team to follow up manually would suffice as well.

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There is an auto email for this in the email center the template is "Customer-Recent Quote"

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