Send a 'Sale Closed' Email to your Salesperson

Overview

It may be helpful and rewarding to send an email notification to your Salesperson when a Job is Booked. This acts as both a nice reminder that a customer completed the confirmation letter, as well as a celebration for the team. 

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

Process to Set up

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: Great Job ~ Sale Closed

   Recipients: {COMPANY_NOTIFICATION_EMAILS}, {SALESPERSON}

   Subject: {SALESPERSON_NAME}, You Booked a Job!

   Body: 

Great job {SALESPERSON_NAME}, you closed a customer!

Details:
- Customer Name: {CONTACT_FULL_NAME}
- Project: {PROJECT_IDENTIFIER}
- Move Date: {PROJECT_START_DATE}
- Revenue: {PROJECT_TOTAL_REVENUE}

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 Confirmation Reminder
4. Select the trigger category as Confirmation Completed and click Done
5. Now select Stop If and input the following:
   1. Check: Project
   2. Select Property: Move status
   3. Condition: Is not equal to
   4. Select value: Booked
   5. Then click Done
6. Add the action, Send Email
7. Select the email template name —> select Done
8. 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