IMPORTANT! - Need an automatic email created to notify me of a quote request via auto-booking
Awaiting Reply
Please create an automatic email created to notify me of a quote request via auto-booking. I got several quote requests yesterday and the only way I was notified was when I went into my leads after I thought things were slow that afternoon,
The same problem
Go to settings alert center and turn it on
There are tons of auto alerts you can turn on and have notifications for already built into IO
Go to settings alert center and turn it on
There are tons of auto alerts you can turn on and have notifications for already built into IO
Hi Scott,
It looks like the New Quote alert was not active in the alerts center. I have it activated now. You should receive these emails from now on.
Thank you
Hi Scott,
It looks like the New Quote alert was not active in the alerts center. I have it activated now. You should receive these emails from now on.
Thank you
Thank you. Brittany. Dan and I were looking in the E-mail center and Automation but did not know to look in alerts.
Scott
Astro Jump of San Jose/Santa Cruz
Sit back, relax, and enjoy the Party!
408-292-7876 or 831-475-5055
1442 S. Winchester Blvd., #239
San Jose, CA 95128
Email: scott@astrojump.com
www.astrojump.com
Thank you. Brittany. Dan and I were looking in the E-mail center and Automation but did not know to look in alerts.
Scott
Astro Jump of San Jose/Santa Cruz
Sit back, relax, and enjoy the Party!
408-292-7876 or 831-475-5055
1442 S. Winchester Blvd., #239
San Jose, CA 95128
Email: scott@astrojump.com
www.astrojump.com
Hi Io Support, I hate to be that guy, but the email notification format is wack and almost unusable other than its notification purpose. Is there any way to clean this up so you can read it?
Scott
Astro Jump of San Jose/Santa Cruz
Sit back, relax, and enjoy the Party!
408-292-7876 or 831-475-5055
1442 S. Winchester Blvd., #239
San Jose, CA 95128
Email: scott@astrojump.com
www.astrojump.com
Hi Io Support, I hate to be that guy, but the email notification format is wack and almost unusable other than its notification purpose. Is there any way to clean this up so you can read it?
Scott
Astro Jump of San Jose/Santa Cruz
Sit back, relax, and enjoy the Party!
408-292-7876 or 831-475-5055
1442 S. Winchester Blvd., #239
San Jose, CA 95128
Email: scott@astrojump.com
www.astrojump.com
I posted it as an attachment so you could see how it actually renders. It's so spread out I'm not even sure I could get it into a single screenshot,
Scott
Astro Jump of San Jose/Santa Cruz
Sit back, relax, and enjoy the Party!
408-292-7876 or 831-475-5055
1442 S. Winchester Blvd., #239
San Jose, CA 95128
Email: scott@astrojump.com
www.astrojump.com
I posted it as an attachment so you could see how it actually renders. It's so spread out I'm not even sure I could get it into a single screenshot,
Scott
Astro Jump of San Jose/Santa Cruz
Sit back, relax, and enjoy the Party!
408-292-7876 or 831-475-5055
1442 S. Winchester Blvd., #239
San Jose, CA 95128
Email: scott@astrojump.com
www.astrojump.com
I see where this email is being generated from the quote confirm page. I am looking into how to edit this template as it is not in the email center or alerts center.
I see where this email is being generated from the quote confirm page. I am looking into how to edit this template as it is not in the email center or alerts center.
Currently you are unable to edit those alerts the more I thought about it at some point I think IO made some changes for me
Chad had an idea that he does he creates his alerts using automations and then have it send the information that he wants it to say
Currently you are unable to edit those alerts the more I thought about it at some point I think IO made some changes for me
Chad had an idea that he does he creates his alerts using automations and then have it send the information that he wants it to say
I've heard IO will be making the alert editable by users sometime, in the mean time I think you have 2 options.
1. Let IO edit it for you (I think they can do that)
2. create a filter that captures leads at the moment you want an alert and use it to make an automation and send a custom email in your email center
I've heard IO will be making the alert editable by users sometime, in the mean time I think you have 2 options.
1. Let IO edit it for you (I think they can do that)
2. create a filter that captures leads at the moment you want an alert and use it to make an automation and send a custom email in your email center
You could easily set up an automation that looks for all quotes that has come in in the last hour and have it email you a copy of the quote template that's the easiest solution and that also would work when you make changes to your quote template you wouldn't have to go make changes to another area to get an alert
You could easily set up an automation that looks for all quotes that has come in in the last hour and have it email you a copy of the quote template that's the easiest solution and that also would work when you make changes to your quote template you wouldn't have to go make changes to another area to get an alert
Set a filter and an automation up like this and it should take care of your request
Set a filter and an automation up like this and it should take care of your request
Brittney created the filter in the e-mail alert seems to be working however the format is hard on the eyes and someone seems to be working on that I sent a copy of the alert as an attachment so you can see what it looks like to see if it could be reformatted and the same thing that could be read especially when ona cell phone
Scott
Astro Jump of San Jose/Santa Cruz
Sit back, relax, and enjoy the Party!
408-292-7876 or 831-475-5055
1442 S. Winchester Blvd., #239
San Jose, CA 95128
Email: scott@astrojump.com
www.astrojump.com
Brittney created the filter in the e-mail alert seems to be working however the format is hard on the eyes and someone seems to be working on that I sent a copy of the alert as an attachment so you can see what it looks like to see if it could be reformatted and the same thing that could be read especially when ona cell phone
Scott
Astro Jump of San Jose/Santa Cruz
Sit back, relax, and enjoy the Party!
408-292-7876 or 831-475-5055
1442 S. Winchester Blvd., #239
San Jose, CA 95128
Email: scott@astrojump.com
www.astrojump.com
There are two different emails one is when I get a quote request not for Mayo sometimes someone just replies to an e-mail from last year. The other e-mail is meant to be sent automatically.
Scott
Astro Jump of San Jose/Santa Cruz
Sit back, relax, and enjoy the Party!
408-292-7876 or 831-475-5055
1442 S. Winchester Blvd., #239
San Jose, CA 95128
Email: scott@astrojump.com
www.astrojump.com
There are two different emails one is when I get a quote request not for Mayo sometimes someone just replies to an e-mail from last year. The other e-mail is meant to be sent automatically.
Scott
Astro Jump of San Jose/Santa Cruz
Sit back, relax, and enjoy the Party!
408-292-7876 or 831-475-5055
1442 S. Winchester Blvd., #239
San Jose, CA 95128
Email: scott@astrojump.com
www.astrojump.com
Yes, I have done that. I am still working on them as I use them and notice things that I can tweak I just recently learned how to resize my logo instead of using it as a header.
Scott
Astro Jump of San Jose/Santa Cruz
Sit back, relax, and enjoy the Party!
408-292-7876 or 831-475-5055
1442 S. Winchester Blvd., #239
San Jose, CA 95128
Email: scott@astrojump.com
www.astrojump.com
Yes, I have done that. I am still working on them as I use them and notice things that I can tweak I just recently learned how to resize my logo instead of using it as a header.
Scott
Astro Jump of San Jose/Santa Cruz
Sit back, relax, and enjoy the Party!
408-292-7876 or 831-475-5055
1442 S. Winchester Blvd., #239
San Jose, CA 95128
Email: scott@astrojump.com
www.astrojump.com
Replies have been locked on this page!