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Email Settings
Using email to communicate with your entrée.NET customers could not be easier. We provide you with all the email templates you need to get you started. Just add a few pieces of information and the template is customized and ready to serve your business needs.
Email Templates
You have been provided with all the templates you will need to support your entrée.NET system.
Special tags have been created to fill in the essential system information in the emails.
Use the templates as they are or edit the subject and body of the email templates to suit your business style. Just be sure to always incorporate the special tags associated with that template in the body of your emails.
entrée.NET will automatically correspond with your customers, salespeople or system administrator via email messages. |
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Email messages are sent for the following situations:
•Customer Account Setup This email is sent to your customers after an account has been created for them. Your customers will receive their username and password to access online ordering. Customer account creation will be covered in the Customer Setup chapter. |
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•Customer Order Notification This email is sent to your customers once they complete their order and BEFORE you confirm their order.
A PDF copy of the order will be included with this email and is displayed below. |
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•Distributor Order Notification
This email is sent to you when an order has been placed.
The email addresses you entered for your company in the Settings tab > General options > Email Notifications field will receive these emails.
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•Customer Order Confirmation
This email is sent to your customers after one of their orders has been imported into the main entrée system.
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This is the Order Notification email that will be sent to the customer. The online order is in the attached PDF file.
This is the customer's online order PDF which is attached to the order confirmation email sent to the customer. Notice the Bill To and Ship To addresses, the addition of the Order Giver field, Phone and Fax numbers.
•Salesperson Account Setup
This email is sent to salespeople after an account has been created for them. Salesperson Account creation will be covered in the Salesperson Setup chapter.
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Prospects Feature & Email Templates
The purpose of the “Prospects” feature is to provide the distributor with a set of tools which can be used by the distributor and your salespeople to manage and prepare quotes for potential customers.
The Prospects tab is where you will create and maintain your prospects information, guides and eventually convert your prospects to regular customer accounts. Please review the Prospects Tab chapter of this guide for more detailed information about this feature.
New Email Templates supporting Prospects have been created for companies that choose to implement the Prospects feature.
•Prospects templates under “Administrative” are used for emails sent to the distributor or prospect managers.
•Prospects templates under “Customer” are used for emails sent to your customers.
•Prospects templates under “Salesperson” are used for emails sent to your salespeople.
•The Email Templates screen will update once the Prospects feature has been implemented. The main menu tabs have been updated to include the new Prospects, Reports and Manager Setup tabs as shown in the image above.