Allow us to edit the Alert Email templates

Benjamin & Robyn Hughes shared this idea 5 years ago
Planned

We are currently able to edit the quote form which is very helpful. In some cases, it would also be good to modify the template for the Alert email that gets sent when a quote is generated.


For example, I added a field on the quote form to allow customers to enter Event Notes which automatically adds that info to the Event Notes sections of the lead in IO. However, that info doesn't come through on the stock Alert email. It would be great if I had the ability to modify the template for the Alert emails so that I could have it mirror the changes I've made to the quote form.


Thanks!

Best Answer
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I'll will make sure this is added to our to-do list.

Comments (7)

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1

Agreed. More customization of alerts would be great. We have the same issue as the OP.


In addition, an alert that emails my office manager when an order is placed by a customer within xx hours of the event date .


An alert to only the affected warehouse manager when a new order is placed the week of the event would help us plan our logistics and transfers of inventory better. Even if it's an employee initiated order, it saves the step of emailing the other office or person in charge to tell them things have changed.


Whenever a customer makes a payment online themselves, send an email.


the list goes on...

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1

I'll will make sure this is added to our to-do list.

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There is already a Payment alert, but the other two mentioned will likely not get added anytime soon unless you want to to pay us to prioritize it.

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Has there been any movement on this allowing us to change alerts?

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What changes are you wanting to make?

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I would want to add client name and lead number to all alerts because of multiple staff at various clients

Example

Walmart could have 10 people who order and having

Walmart (1234567) would be very helpful

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For us, recently it's been:

  • Lead Canceled should include detailed information à la our Operations Lead Notification template.
  • Contract Signed should include our Event Coordinator field.

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