Once you have your Line Sheets/ Selections ready, you can send the link to your customers directly from Zedonk.
If your customer does not exist on your Zedonk, you can prompt them to fill out the form and send their details, as described in the Sending a link to a New Customer article. This is particularly useful for your new prospects.
This can only be done if you have an email template set up in your system settings.
The pop up will prompt you to select your template based on what was created in your VS settings, then complete the form as prompted.
1. The 'From' address is the Zedonk email created in your template
2. A drop-down menu to select your template based on the options created in your settings
3. Choose if you want to send the 'Buyer Portal' Link ** or only the 'Standard Attachment' (Line Sheet PDF)
4. Click 'Settings' to access the buyer portal settings again if this is what you are sending
5. Click 'Add' to add the email addresses of the contacts you have added to your customer profiles.
6. This will pull through your CC address from the template settings
7. This will pull through your BCC address from the template settings
8. This will pull through your 'Reply To' address from the template settings
9. Select to include the 'Reply To' email address as 'CC'
10. This will pull the template subject but this can be manually edited at the point of sending
11. Select the attachments you would like to add to the portal (to manage your additional attachment options, this would be done so via your system settings)
The attachment options will be available for you to select as follows depending on what you have uploaded: (The Line Sheet and Order Sheet options are always available by default)
12. Your templated message will pull through and again this can be manually edited at the point of sending
** when you select the 'Buyer Portal' as the type, another pop-up (as pictured below) will prompt you to re-confirm or amend the portal settings manually. It will pull through the default settings
1. Click the 'Actions' menu from within the record
2. Click 'Email' to open the relevant pop-up
The pop-ups will be the same as from the list view. You can then proceed accordingly:
If your email has been added to CC/BCC you should receive a copy similar to the below:
