20. Lead Management Training Guide - Version 1 Home | FAQ | Full Training Guide     
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20.3 Maintain Alert Templates
Purpose of application is to set up new alert templates or to update existing ones. This application is maintained by sales management for the division and sets up the specifics of the alert that is to be sent via Generate Lead Alert (e.g. 1 day after visit, an email alert called "Thank you for visiting" is to be sent).
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20.3.1 Reviewing/updating existing alert templates
20.3.2 Setting up a new alert template
20.3.1 Reviewing/updating existing alert templates
Step Action
1. Open Maintain Alert Templates application.
2. Select an alert template from the Select Existing Alert Template drop down list and click .
3. Review/update Alert Information section of the form.

Example below is of a template that was already used to generate a Lead Alert and thus, some fields are now read-only (e.g. Contact Method).
4. When you are done, click .
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20.3.2 Setting up a new alert template
Step Action
1. Open Maintain Alert Templates application.
2. To set up a new alert template, click .
3. Fill out Alert Information section of the form.

FORM FAQ
Name Enter a name for the alert template.
Short Description Enter here any other information used to describe the template.
Contact Method Select a contact method for the template: email, fax, letter, phone.
Status Current status of the template: active, inactive, delete.
Projects Select one or more (or all) projects that can use this alert.
Generate Alert Per Project Select yes or no.
Number of Days After First Visit Enter the number of days after the visit to activate this alert (calendar days).
Ratings Select lead's rating.
Source(s) Select lead's source: phone, walk-in, web.
Email/Fax Subject If the alert template is of Email or Fax type, the subject can be entered here.
Format Alert The actual body of the template is entered here. Click on the icon to open the HTML editor and type in your message.
Header/Footer To include, the already set up, headers and footers, simply select the corresponding check boxes. Initial set up of standard headers and footers is done in the following applications:

HeadersAre set up in Maintain LM Company application. For details, see Maintain LM Company section of this training guide.
FootersAre set up in Maintain User Signatures application. For details, see Maintain User Signatures section of System Maintenance training guide.
File Attachments To include an attachment, click and select the file you want. All attached files can be previewed by clicking on the File Name link or deleted, by selecting the Delete? check box.
Auto Generate Lead Alerts To automatically generate lead alerts, based on the number of days entered in Number of Days After First Visit field, select Yes.
Auto Send Lead Alerts To automatically send lead alerts, based on the number of days entered in Number of Days After First Visit field, select Yes.
4. When you are done, click .
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Updated April 4, 2013