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Status Shipped
Categories Automation
Created by Guest
Created on Nov 9, 2022

Trigger email alert when an 'enquiry' is assigned

The new enquiry forms are helpful, but if there is not an alert when an enquiry is added by another member of the team they will just sit un-noticed.

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  • Admin
    Andrew Ardron
    Reply
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    Nov 1, 2023

    When setting up an enquiry form you can define who enquiries should be assigned to and set a flag to "Always notify user" which will then auto-assign the specified user and immediately send them a notification.

    Seperately to this, when a user is later assigned (or changed) then the system can send a notification to the user at this point too. Users can manage notifications for these (instant and/or daily, weekly summary etc) from their notifications settings page.

    1 reply
  • Guest
    Reply
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    Mar 10, 2023

    Agreed, it would be really useful to receive an email notification when a new enquiry comes in.