If you choose to have Express Email Notification, this feature needs to be turned on in the individual user logon. A template must be set up to define the basic content and other key data.
Express Email Notifications are prepared and sent to individuals immediately at the time that a lead is manually assigned online. If a group of leads is assigned manually then no Express Email Notification is sent.
Partner and Partner reps do not need a logon to receive an express email notification. If a user does not have a logon you will see an option to turn on Express Email in either the Edit Partner or Edit Partner Rep page. If the user without a logon has express email turned on and that user subsequently receives an email the option for turning on express email on the Edit Partner and Edit Partner Rep page will no longer be visible.
Email Notifications can be produced for any of the four assignment level personnel:
Organization (main contact)
Account Managers
Partner (main contact)
Partner Reps
Description of Email Notification Content fields:
Company – the name of the workgroup that this Email Notification Content belongs to
From Name – What is to appear in the From Name of the individual Email Notification
From Address – this address needs to be set up when the signing up for the application
Body – what appears in the Email Notification preceding the four items listed above
The following is what a sample Express Email Notification would look like:
From: "Alive Sales & Marketing Department"
To: "Mike Jolly"
Subject: New Lead
You have a new lead. Please see below for details.
Please do not reply directly to this e-mail message, as this is an unattended e-mail account.
Workgroup: Alive
Please remember to update the status of this item by going to http://www.YourLogonSite.com/login
Campaign: LM TEST
Initial Status: WARM
ID: none
Company: Heritage Marble Of Michigan Inc
Address:
City:
State:
Zip:
Contact: Richard Cross
Sales Comment:
18-Jul-2010 4:53 PM EDT – Support Account Manager Reassignment from John King to Don Budge
28-Jun-2010 12:25 AM AEST – Support (Send transaction from Ed Jones to Sally Fields)
Organization and Partner main contacts can receive copies of the Express Email Notifications of their respective Account Managers or Partner Reps if they have Email Notification activated. But they will be not be combined like the Daily Email Notifications, rather they will be individual emails of each individual sent to the respective Account Managers or Partner Reps.
www.LeadMaster.com.au/crm-solutions/e-marketing
