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Notification templates for new quote requests: existing and new clients

mark 3 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 6

We have different intake processes for quotes that come from existing clients via the client portal and quotes that come from potential clients via a public quote request form. For example, when we receive a quote approval from a new client who submitted their request via the public form, we will next want to direct them to enter their billing information. But when receiving a quote approval from an existing client, we'll just get started on the project.


The issue is that there is no differentiation in notification templates for quotes that come in from the client portal versus the public form. 


Does anyone have recommendations on how to handle this?

Answer

Answer
Under review

Email templates may have a condition that checks certain field in client profile, e.g. if address is missing, treat client as new and ask for the details to be provided in a reply.

You can introduce a condition to a notification in the following way:

#if(!${quote.customer.address.address})
   TEXT 1 (when Address Line 1 is EMPTY)
#else
   TEXT 2 (when Address Line 1 is NOT EMPTY)
#end
GOOD, I'M SATISFIED
Satisfaction mark by mark 3 years ago
Answer
Under review

Email templates may have a condition that checks certain field in client profile, e.g. if address is missing, treat client as new and ask for the details to be provided in a reply.

You can introduce a condition to a notification in the following way:

#if(!${quote.customer.address.address})
   TEXT 1 (when Address Line 1 is EMPTY)
#else
   TEXT 2 (when Address Line 1 is NOT EMPTY)
#end

Is there documentation for the email markup code? What language is it?

Ah. We can give that a try. Thanks.

Excellent. That helps.