Notify a partner by SMS or Email

Created by Daniel Beckett, Modified on Thu, 18 May, 2023 at 4:20 PM by Daniel Beckett

There are different ways to alert your partners

When a partner's funds are low. (Low Fund Notifications). Send alerts by Email & SMS
When a Lead is referred to a partner. Send alerts by Email & SMS
When a New Buyer Signs up via your New Buyer form, they will receive a confirmation Email
When a lead return is accepted / rejected. Send alerts by Email to a partner

Low Fund NotificationsA partner can be notified by email (which is sent automatically) or by SMS. (Partners > Details > Email Address / Mobile Phone Number) To set SMS alerts, Just tick 'Enable Text Message Alerts': 'When funds are running low' (In Partners>Settings)

Read more about the Low funds thresholds here

Here's an example of an email that is sent to the partner, which alerts them that they have low funds and need to make a payment to ensure that they continue to receive leads.

Note - This will be sent from the email address listed in Settings > Configuration > Account details: 'Email Address'

Image: https://flg360.uservoice.com/assets/210038023/notify_partner_1.jpg

Here's an example of the SMS message that is sent to the partner alerting them that they have low funds and need to make a payment to ensure that they continue to receive leads.

Image: https://flg360.uservoice.com/assets/210038029/notify_partner_2.jpg

When a Lead is Referred to a Partner

A partner can also be notified by Email or by SMS when a lead is referred. (Partners > Details > Email Address / Mobile Phone Number)

To set up the email alert, add the email address in (Partners > Settings > Lead Delivery Email Address).

To set up the SMS alert, Just go to Partners > Settings > Enable Text Message Alerts: [ ] On being referred a lead

The automated email will be sent from Settings > Config > Account details.

Here's an example of the automated email that is sent to the partner.

IMPORTANT: Your Business Name Lead Details Below
This email was sent automatically, queries should be emailed to [email protected].

** LEAD & BUYER DETAILS **
Lead ID: 84989731
Lead Type: Home Improvements (Double Glazing)
Lead Time & Date: 4th Feb 2016 15:59
Buyer Name: Partner Name

** CONTACT DETAILS **
Name: John Smith
Phone Number: 01282 798545
Email Address: [email protected]
Address Line 1: The High Street
Postcode: BB12 7NG

** QUALIFICATION DETAILS **
Property Type: Semi
Interest: Double Glazing
Residency: Tennant

Extra info about the bits in bold:

'Your Business Name' is taken from Settings > Configuration > Account Details
The '[email protected]' email address is taken from Settings > Configuration > Account Details
The lead type is set in Settings> Lead Groups> Lead Types. You can specify what lead types a partner receives in the Partner Referral Setup
Under ** QUALIFICATION DETAILS ** any additional fields are listed that contain a value. You can set fields to 'Internal Only' (Settings > Lead Groups > Edit) if you do not wish for your partner to see them.
If you are using the feature 'Require leads to be manually accepted after referral', the personal details will be hidden in the email delivery. (the telephone number will not be inserted into the SMS delivery). The email would instead look like:

IMPORTANT: Your Business Name Lead Details Below
This email was sent automatically, queries should be emailed to [email protected].

** LEAD & BUYER DETAILS **
Lead ID: 84989731
Lead Type: Home Improvements (Double Glazing)
Lead Time & Date: 4th Feb 2016 15:59
Buyer Name: Partner Name

** CONTACT DETAILS **
Name: John Smith
Phone Number: 01282 ******
Email Address: ***************
Address Line 1: The High Street
Postcode: BB** ***

** QUALIFICATION DETAILS **
Property Type: Semi
Interest: Double Glazing

New Buyer Sign up Confirmation Email

After completing the New buyer sign up form, the partner will receive an automated email (see below)

This will be sent from the email address listed in Settings > Configuration > Account details: 'Email Address'

Image: https://flg360.uservoice.com/assets/210038050/notify_partner_3.jpg

You will also receive an email to notify you that a new buyer has signed up. This email will be sent to the person listed in Settings> Configuration > Preferences. Send Email Notifications to:

Lead Returned Email

A partner receives an email when a lead return is accepted or rejected.

The alerts for leads being returned are sent from the email address setup in Settings > Configuration > Account Details.

Here's a copy of an email that shows that a lead has been accepted as a return.

DEMO SYSTEM EMAIL NOTIFICATION
This email was sent automatically, queries should be emailed to [email protected].

** CLICK BELOW TO SIGN IN **
https://demo.flg360.co.uk/ma/** MESSAGE **

Lead124830494 (Mr. Daniel Test (FLG)), which was referred to you on 9th Nov 2017, has been accepted as a return.

Customise the notifications

You can customise the alerts when a Lead is referred to a partner by setting up a custom SMS or email template in Settings>Templates.
You'll then need to create a lead action to send the custom templates.

Example: contact partner [choose the email or text] on event i.e Referred

Note: when you send a partner an email through a lead action, the 'from address' may change depending on how the email is sent.

if you refer manually, the email will be sent from the users email address that triggers the action to refer the lead. (unless a user is set to send in Sites email address)

If you refer a lead automatically, the from address will be the email address listed in Settings> config > Preferences.

If you are using custom templates, you will want to ensure to untick the delivery option (Text and/or email delivery) in the Partner Settings to prevent our default templates being used.

Need more help?

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