***Below is a list of the Current Active Automated Email Triggers in the system.***
Some of these are input by default (such as the estimate emails, not interested emails, booked job emails, and completed job emails, etc) - while others must be personally requested by the Company if they wish to have that specific Automated Email Trigger.
***The Emails listed below are input by Default:***
RED: These Emails are sent out to the customer before the job is scheduled on the calendar. Depending on the Outcome chosen when creating a New Event Note depends on which of the emails will be triggered. (ie: Spoke With-Pending Job goes out when you choose "Spoke With" and then click "Pending Job").
ORANGE: This email is triggered when choosing the Outcome "Email" and then clicking the "Pending Job" button.
PURPLE: This email is sent out to the customer when manually clicking "Send" within the Customers Account in the "Estimates" Tab.
GREEN: These Emails are triggered when marking a customer "Not Interested" in the New Event window. (Depending on the outcome you pick in the Outcome Drop down in the New Event window depends on which one triggers, this is why there are several different ones for the same thing.)
SKY BLUE: These email get triggered when Scheduling the job. The reason there are several is to prevent the Scheduled email from not sending out in the case of a missed step. (ie: Forgetting to Schedule the Job to a truck).
ORANGE: This email will be sent to the Customer when they fill out the "Long or Short Estimate Form" if you have either of these embedded into your Website.
YELLOW: This email will be sent to the Company when the customer fills out the "Long or Short Estimate Form" if you have either of these embedded into your website. (This email will be sent to the email in the "Online Recipient Request" section in the "Identity tab").
LIGHT BLUE: This email is triggered when a job is Re-Scheduled.
DARK BLUE: This email is triggered when a job is Cancelled.
TEAL: This email will be sent out to the Customer when the Job is Closed Out in the "Accounting Tab" under "Closed Out Jobs" with the Final Invoice.
BROWN: This email will be sent to the customer ONLY if you are using the Digital BOL - When the Digital BOL is Submitted this email will send to the customer with their Invoice from the Move.
BLACK: This email will be triggered when/if a Deposit is taken as well as when the Final Payment is taken on the "Closed Out Jobs" Page.
LIGHT GRAY: This email will be sent to the customer when their Storage Payment is Past Due.
LIME GREEN: This email will be sent to the customer when their Storage Payment is Due if they are NOT set up for Auto-Pay.
LIGHT PURPLE: This email will be sent to the customer if their Storage Auto-Payment was DECLINED.
LIGHT PINK: This email will be sent to the customer if their Storage Auto-Payment was SUCCESSFUL.
LIGHT YELLOW: This email can be sent manually within the customer Storage Tab by clicking the "Send" button.
NAVY BLUE: This email will be sent to the Employee scheduled to do the In-Home Estimate. It will let the employee know the date and time they are scheduled. The email is triggered when a Task is created with the Task Type "Survey".
NEON BLUE: This email will be sent to the customer when a Task is created with the Task Type "Survey". This email will let them know the date and time of their In-Home Survey.
MAROON: This email is triggered if you have the E-Sign Feature turned on within in the Customer Portal for the Estimate. The email will send to the company to let them know the customer has signed off on their Estimate.
***The Emails listed below are input ONLY when requested:***
PURPLE: This email is sent before the date the move in scheduled, depending on the time delay entered for this email depends on how soon before the move it will send to the customer.
OLIVE GREEN: This email is sent to the Employee scheduled to the move. The email will be triggered when scheduled crew members to trucks on the dispatch page.
SUNSHINE YELLOW: This email is sent to the Employee when they have been removed from a crew on the Dispatch Page. The email will be triggered and sent to each employee accordingly if they have been removed from a truck on the dispatch page.
HOT PINK: Sales Funnel emails can be customized and sent to the customer depending on the Time Delay entered for each one. These emails will send based off of each Time Delay as soon as the Estimate is Created. (Generally these emails contain information for the Customer to read prior to their move.)
BLUE GRAY: This email will trigger when you assign your Crew Members on the Dispatch Page. It will send a list of the Crew Members and some information about them to the Customer.
(SEE IMAGE BELOW: This Info can be customized for each Employee in HR).
PEACH: This email is sent to the customer when the "Mover's Arrival Time" Confirmed Check Box has been checked off.
DEEP PURPLE: This email is triggered if your company is using the Digital BOL. When the Foreman on the Job Submits the Customer's BOL, the email address that has been added into the "Identity" Section under the "Submit BOL Email" will get an email to alert them.
DARK GRAY: This is our NEWEST Email Trigger! This Email Trigger goes out upon Closing Out the Job within the "Closed Out Jobs" Page. This Email will get you Reviews as well as help your Company avoid getting bad reviews posted on your Review Sites. (See Info Below):
This email will include a button within the email asking "How did we do?".
Once clicked, This will then bring the customer to an interactive 1-5 star Rating. (The background colors will match the ones within the Customer Portal.) (see image below)
If 1-3 Stars are chosen a window with a plain text box will appear asking "What could we do better?" for the customer to leave their Feedback. This information will transfer to the report Reviews By Customer.
If 4-5 Stars are chosen it will bring the customer to another window with the Review Websites for the customer to leave reviews on. The Reviews By Customer Report will show that 4 or 5 stars were left but does not show the review message itself.
The are shown as icons (the icon can be customized). (see image below)
The logo will be your Companies logo and the background colors will match that of your Customer Portal.