Include the name of the quote page in new quote alerts

Andrew shared this idea 3 years 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!

Comments (7)

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

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

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Great, thank you.

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