Include the name of the quote page in new quote alerts

Andrew K. shared this idea ago

Completed

The alert emails for new quotes currently include the customer name, date, and lead ID. We'd find it helpful if they also mentioned which quote page the customer used. Thanks!

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Comments (1)

IO S. ● 7 years ago

There are 3 ways these alerts can come in. When we can, we send the actual Quote Confirm Email page in the email which should have a logo or brand on it (or it can be added) . If that fails, we send and HTML email. If that fails, we send a text email. I've added the Group Name of the page to the HTML and text emails for the next release. Thanks.

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Andrew K. ● 7 years ago

Thanks, I hadn't discovered that it can use the Quote Confirm Email page and would like to start using that instead. The alerts we're currently receiving include a link to open the lead in InflatableOffice; would it be much trouble to add one to these alerts as well?

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IO S. ● 7 years ago

You can do that in the template. Sure. Let me know if you need help. It's just a variable.

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Andrew K. ● 7 years ago

Sorry, by "add one to these alerts" I meant "add one to only these alerts"; I'd prefer not to send the employees-only link to customers. Is there a way to accomplish that by editing the template? I was picturing it having to work more like how the Unsubscribe link is added automatically.

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IO S. ● 7 years ago

I'll put in the request. In the meantime, you could hide the link somewhere on the page that a customer would not typically click.

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IO S. ● 7 years ago

Actually, I've added the code to the next release. Thanks.

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Andrew K. ● 7 years ago

Great, thank you.

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