Send a Quote Reminder after 24 hours

Overview

It may be helpful to send a reminder email to your customer(s) if they haven't accepted their Quote or after 24 hours. To avoid having to do this manually each time, Automations can help make this possible. 

To quickly set up this automation, follow the below steps!

Process to Set-up

Video Walkthrough

Part 1: Create the Email Template

1. Navigate to Settings (gear icon) on the top right
2. Go to Communications
3. Select the Email Templates tab
4. Now click on +Create Email Template
5. Copy and Paste the below information into the email template:

   Email Template Kind: Custom email template

   Email Template Name: Quote Reminder Email

   Recipients: {CUSTOMER}

   Subject: A Reminder from {COMPANY_NAME}

   Body: 

Hi {CONTACT_FIRST_NAME},

This is {SALESPERSON_NAME} with {COMPANY_NAME}, I'm reaching out regarding the Quote we sent you.

If anything looks incorrect or if you have further questions, please let me know ASAP via phone or email.

Regards,
{SALESPERSON_NAME}

Example:

Part 2: Create the Automation

1. Navigate to Settings (gear icon) on the top right
2. Go to Automations
3. Click +Create Automation and enter a Name; we recommend Quote Reminder
4. Select the trigger category as Quote Sent and click Done
5. Now select Delay as the next step, input 1 Day then click Done
6. From here choose Stop If and input the following:
   
   1. Check: Project
   2. Select Property: Move status
   3. Condition: Is not equal to
   4. Select value: Lead
   5. Then click Done
7. Add the action, Send Email
8. Select the email template name —> select Done
9. Save Automation and toggle the Automation to “on” by clicking the button to the left of the saved automation

Example:

Note: You can confirm the Automation is ON as the toggle will show in Blue. If Grey, this indicates it is turned OFF