Default Email Templates in Email Settings

Default Email Templates in Email Settings

 

Understanding the default email templates in email settings

TBN's email functionality makes communicating with customers easier than ever. In this video we will show you how the default email templates are used in the system and when they are triggered.


In this video we cover-

  1. SalesDriver Default Emails 
    1. Quote Saved Template
    2. Quote Requested Template
    3. Quote Declined Template
    4. Customer Portal Activation Template
  2. OpsDriver Default Email Templates
    1. Booking Details Template
    2. Signed Contract Template
    3. Booking Cancelled Template
    4. Payment Confirmation Template
    5. Affiliate Work Ticket 
    6. Dispatch Details Template
    7. Invoice Template
    8. Payment Request  
 




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