Multiple message templates for initial quote emails
complete
N
North Village Coffee
Currently, I can only use one template for the initial quote email. It would be beneficial to have the option to choose from multiple message templates when sending out initial quotes. This flexibility would allow me to tailor the communication to different types of leads or events, enhancing personalization and effectiveness.
Daniel Rediger
updated the status to
complete
You can now pick which quote follow-up workflow to use when sending a quote.
Autopilot
Merged in a post:
Custom initial email for certain event types
J
Jonathan Grams
Just thought of a crazy idea. What if the first Initial email was customized based on the event type. When you click to send the quote it's already there.
So for example you would have a section, likely in quote settings, where you could enter a custom email for the different event types (the customer selects their event type in the inquiry form). This would be very helpful in explaining the different types of value you offer for different clients. Like customer appreciation for office events or highly personable baristas for a baby shower. Things like that would go a long way for increasing booking rates I believe.
Would like to hear if anyone thinks this could be helpful.