20. Lead Management Training Guide - Version 1 Home | FAQ | Full Training Guide     
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Email Notifications
Below is a list of system email notifications, which are sent out automatically to users. The emails shown in this document are examples and subject to change.
ON THIS PAGE
  1. How to send a personalized email to a lead?
  2. How to answer lead Inquiry Comment?
  3. How to setup Alert Coupon and send coupon as soon as a new lead registers?
  4. How to setup EBlast Coupon and send coupon to a group of leads on a specified date?
  5. How to setup Alert Template and send alert as soon as a new lead registers?
  6. How to setup EBlast Template and send EBlast to a group of leads on a specified date?
1. How to send a personalized email to a lead?

The best way to do this is via Maintain Leads application.
  1. Open an existing lead by entering the lead ID (or click on the link to find one).
  2. Once you have opened the lead record, click on the existing Inquiry Comment link to send a message to the lead.
  3. You should now find yourself in Maintain Lead Inquiry application. Enter a response to the inquiry by clicking on the icon.

    When you have finished writing the response, click .
  4. Finally, select the contact method (e.g. email, fax) and preview or distribute the response to the lead.


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2. How to answer lead Inquiry Comment?

The easiest way to see a project's or a particular lead's inquiries is by running the View Lead Inquiry report.
  1. To do so, select a lead or project ID in the report and click .
  2. Once all the inquiries are displayed, click on the Inquiry Status link to respond.
  3. You should now find yourself in Maintain Lead Inquiry application. Enter a response to the inquiry by clicking on the icon.

    When you have finished writing the response, click .
  4. Finally, select the contact method (e.g. email, fax) and preview or distribute the response to the lead.


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3. How to setup Alert Coupon and send coupon as soon as a new lead registers?

Set up a new Alert coupon via Maintain Alert Templates' sub-application. The system automatically sends out the email, provided that the template is setup properly.
  1. Open Maintain Alert Templates application.

    Select a template and click .
  2. To add a coupon, click .
  3. Finally, fill out the coupon details and save.


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4. How to setup EBlast Coupon and send coupon to a group of leads on a specified date?

Set up a new EBlast coupon via Maintain EBlast Templates' sub-application. The system automatically sends out the email, provided that the template is setup properly.
  1. Open Maintain EBlast Templates application.

    Select a template and click .
  2. To add a coupon, click .
  3. Finally, fill out the coupon details and save.


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5. How to setup Alert Template and send alert as soon as a new lead registers?

Alert templates are set up in Maintain Alert Templates application and sent out automatically, if you leave the default selection at Yes.
  1. Open Maintain Alert Templates application and click .
  2. Fill out the Alert Information form and save.

    NOTE: To send out alerts manually, select No (from the drop down list displayed below) and go to Generate Lead Alert application.


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6. How to setup EBlast Template and send eblast to a group of leads on a specified date?

EBlast templates are set up in Maintain EBlast Templates application and sent out automatically.
  1. Open Maintain Eblast Templates application and click .
  2. Fill out the Alert Information form and save.


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Updated April 4, 2013