Create Email Tasks with Template Suggested
under review
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Courtney Burgess
Sometimes scripted auto emails should go to almost everyone - ex review follow up emails. Obviously we want to follow up with all our customers and ensure they're happy and getting all of the follow up information possible, but if we have an unhappy customer, we'd like the chance to review before sending out the email. Therefore an email task for sold follow up with the required template linked, rather than suggested in the task itself. Ideally the sales rep isn't locked into sending that template, but that template that I have suggested for Sold Follow Up should be the one that shows up for them first.
Shawn Goebel
under review
Shawn Goebel
Courtney Burgess Thank you for the feature request! Can you expand on this? This is already possible, you can add a template to an email task under the Message tab of the Business Rule. From there, a user can click on the Email button under the task and the template will automatically fill! From there, the user can edit or completely remove the template and email the Customer. Thank you!
Shelby Parker
Hiya Courtney Burgess, thanks for this post! I have a few more questions for you:
- Can you provide more details on how you envision the process of selecting the suggested template for the email task?
- What should happen if the sales rep decides not to use the suggested template for the email task?
- Could you clarify what you mean by 'required template linked'? Do you mean the template should be automatically attached to the email task?
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Courtney Burgess
Shelby Parker
- When creating a business rule for an email task there should be a drop down for the suggested template that would autopopulate, in theory encouraging the sales rep to customize the template vs just sending an auto email.
- The question of what happens if they don't use that exact template doesn't bother me, frankly if they update it, all the better but I see how that could corrupt some response metrics. Even if they delete everything, this template should be giving them a good startng point of resources for customers, but we'd encourage additional personalizations that make it clear it's really them contacting their customer. If this was an issue for reporting, there is something that Keyloop/Rapid Response uses to detect how much of a response is templated, encouraging custom responeses, perhaps something could be used?
- I'd love for the email task when clicked, to open with the suggested template that I have attached to the rule. That template will be able to be changed/customized by the sales rep but it would be the basic starting point for the outreach they are crafting.