Difference between revisions of "Standard Texts"
(Standard Texts are emails sent depending on the status of the Quote) |
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| − | Standard Texts are emails sent depending on the status of the Quote. | + | '''Standard Texts''' are emails sent depending on the status of the Quote and relate to the automatically generated emails within ECM and the text portion. |
| + | This is separate from the email HTML section of the email which determines the layout and contains the images and logos etc. | ||
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| + | We can create/edit these emails under - '''Tools''' - '''Config''' - '''Emails''' - '''Standard Texts''' | ||
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The primary emails you will want to edit are: | The primary emails you will want to edit are: | ||
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| − | You can use Short Codes in these emails i.e. Customer Name, Quote ID etc. | + | '''New Quote''' - This is the email we send to acknowledge receipt of their request for a quote |
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| + | '''Quote Send''' - This email is you sending the quote with a price back to the customer | ||
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| + | '''Booking Confirmed''' - This email acknowledges receipt of their booking | ||
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| + | You can use '''Short Codes''' in these emails i.e. Customer Name, Quote ID, etc. | ||
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| + | '''Tips''' | ||
| − | + | Use Links in the standard texts to direct toward pages like terms and conditions | |
Latest revision as of 02:43, 9 January 2024
Standard Texts are emails sent depending on the status of the Quote and relate to the automatically generated emails within ECM and the text portion. This is separate from the email HTML section of the email which determines the layout and contains the images and logos etc.
We can create/edit these emails under - Tools - Config - Emails - Standard Texts
The primary emails you will want to edit are:
New Quote - This is the email we send to acknowledge receipt of their request for a quote
Quote Send - This email is you sending the quote with a price back to the customer
Booking Confirmed - This email acknowledges receipt of their booking
You can use Short Codes in these emails i.e. Customer Name, Quote ID, etc.
Tips
Use Links in the standard texts to direct toward pages like terms and conditions
