Sends a thank you email to your customer for equipment invoices.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
ID732 will email a Thank You letter directly to your customers when specific sales orders are invoiced. The process was created specifically to be used for equipment orders. The process checks for specific order types, avoids sending duplicate messages to customers who have been contacted recently, and filters out contacts who have opted out of the process. The process can also filter out specific customers from receiving the email.
ID89 is similar to this process, but will email the PDF Thank You letter to the person listed in the subscription, so that it can be reviewed/ and then forwarded or mailed to the customer.
Run Schedule: Daily at 7 PM
Type of Output: Email
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Sample
Sample
Below is a sample email; the output is customizable to suit your needs and the information that you would like to include.
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Variables
Variables
Variable W: Sales Order Type - Enter one character string for the order type the alert should trigger on; multiple values are not supported. Entering 'Equipment' will trigger the alert for all sales order types that contain 'Equipment'
Variable X: Custom Property - Customers - Name of the custom property on the customer record to EXCLUDE customers from receiving the email.
Variable Y: Contact Category - The contact category set on contacts to EXCLUDE them from receiving the email.
Variable Z: Days between e-mails - Set the number of days between emails so that the contact does not get flooded with emails if there are multiple sales invoices for the customer.
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Alert Functionality
Alert Functionality
1. The alert finds qualifying orders based on the following criteria:
A. The sales order has been fulfilled within the past day and is not voided, nor has the invoice been voided.
B. The order type matches the string entered in Variable W.
Order types can be found in e-automate under Tools - Lists and codes - Sales Order Types:
Entering 'Equipment' in the variable will cause the alert to trigger for all order types that contain 'Equipment'.
C. The customer has not received an email from the process in Variable Z days.
D. The contact on the sales order (Ordered by) has a valid email and does not have the category specified in Variable Y.
Contact categories are created in Tools - Lists and Codes - Contact Categories:
E. The custom property specified in Variable X is not set to 'Off'
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Best Practices & Tips
Best Practices & Tips
1. To exclude a contact from receiving this alert, assign the contact category specified in Variable Y to the contact. Contact Categories are created in Tools - Lists and Codes - Contact Categories:
Custom Property Set Up
Custom Property Set Up
CEO Juice will create the custom properties when the alert is installed.
Attribute name = ZCJThankYouLetter
Description = Exclude Customer from ID732 Thank You Email
Data type = User-Defined Lookup (On / Off)
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Related Alerts
Related Alerts
ID89 - Thank You Letter for Equipment Invoices
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