Reply Templates for Sale and Activity

Spørsmål:

Hvordan funker løsningen?
 

1. New Sale registered in SO by automation in eM

  • This is a script that searches for newly (today) registered sales with source "Digital Marketing".
  • The script sends an e-mail "Sales inquiry received - check SuperOffice! " to Account owner
  • Only active if Country is set in EM Country Config
  • Runs every day at 1PM and 7AM


2. Sale Reassigned

  • This is a Trigger. It finds sales that have changed sale owner and sends an e-mail "Sales inquiry reassigned - check SuperOffice" to new sale owner.
  • If the activity (created by automation in eM) is linked to the sale, the e-mail will have 2 links like below
  • If the activity is not linked to the sale, the e-mail will have 1 link like below
  • Runs when sale is saved.



3. Reminder Activity on Sale

  • This is a script that finds NOT COMPLETED activities (created by automation in eM) that are more then 5 days old.
  • The activity type the script is looking for is: "Notification eMarketeer"
  • The script sends an e-mail to owner of activity.
  • If the activity is not linked to the sale, the e-mail will have 1 link like below
  • If the activity (created by automation in eM) is linked to the sale, the e-mail will have 2 links like below
  • Country spesific.
  • Runs every day at 7AM.

Få hjelp ved å

Skrive til kundeservice support@enkelt.no
Skrive til salgsavdelingen bestilling@enkelt.no
Ringe oss +47 4000 1900
Våre åpningstider er 08:00 - 16:00 mandag til fredag