When are the different automated emails triggered?
Automated emails to customers
Welcome Email: sent when a customer submits using your quote form, is added via a lead feed or when you say yes to the welcome email when publishing a manual quote.
Quote Request rejected: when you reject the quote
Quote Confirmed: a pricing table is in the system and your quoting preference is set to “estimate and bespoke”. When a customer submits a query using your quote form, the price provided will be an estimate and you will be required to confirm if it is ok or needs to be adjusted. This is sent when you confirm an estimate.
Manual Quote submitted: when a quote has gone bespoke and you Confirm/Adjust the fee, this is sent.
Lead Nurture 1, 2 & 3: https://support.surveybooker.
Thank you for survey instruction: When a customer books online and confirms their additional information is correct, they are sent this email
Please sign E-Terms: Sent to the customer when you send terms (once you have finalised terms from your end)
E-terms follow up: If the customer hasn’t signed yet, then this is sent 3 days and 6 days after
Terms are signed and payment link is available: sent to the customer when all parties required to sign the terms document have completed it and it’s uploaded to the system or when you manually change the terms status to “Yes”. This will not be sent if there are still parties required to sign the document (e.g. an additional signer)
Payment due: sent when you click on the “Send payment request” button
Payment Receipt: sent when the customer completes payment using the payment integrations or when you mark the job as paid manually and select the checkbox to send confirmation
Survey accepted: sent when you accept the survey
Survey inspection booked: sent when an appointment is booked
Survey inspection went ahead: sent when you confirm the inspection
Survey date rescheduled: sent when you reschedule an appointment and have selected the checkbox to send an email on the booking pop up (as you may only be changing the appointment time and not want to alert the customer)
Survey report available: sent when you upload a report
Survey report follow-up: this is sent at 15:35, 7 days after the report was uploaded
Customer Account activated: when a customer sets a password to log into the portal
Message received from surveyor: when you use the ‘Message’ feature on the contact section and send a message to the customer
Survey rejected: when you reject the survey
Survey cancelled: when you cancel the survey
Access contact appointment date confirmation: when you book the appointment https://support.surveybooker.
Access contact appointment date reminder: sent 24 hours before the appointment date/time. If the appointment is booked with less than 24 hours to go, this email will not be sent https://support.surveybooker.
Automated emails to referral partners
With all templates below, you can copy in the account manager using the settings toggle or cc/bcc someone.
New referral received – sent to a referrer when a new lead is added to the system (via quote form, manual quote, API)
Trying to contact your customer – sent X days after you’ve received the lead and not yet submitted a quote (if it is a bespoke quote)
Quote submitted – sent on submitting a bespoke quote to a customer
Appointment booked – sent on setting the appointment date or rescheduling the appointment
Survey draft report submitted – sent when a draft report is uploaded if using the draft stage
Report submitted – sent on submitting the final report (or marking the job complete if using the draft stage)
Referral cancelled – sent if cancelling a job
Referral archived – sent when archiving a lead (unless the cancelled status is selected)
Activate your referral account – sent when pressing the “Send activation email” button on a referrer record, ticking the send activation email when adding a referrer or the referrer enters their email on the login page if they’ve not yet activated their account.
Please sign terms – sent when you send terms to be signed, after finalising the document your side.
Signed terms received – sent once signed terms have been received.
No referrals in X days – sent when no new leads have been received by a referrer in X days (set by you)
Referral account activated – sent when a referrer activates their account.
Activity statement – sent weekly or monthly to advise a new statement can be accessed in their account based on your settings groups
Fee Statement – sent weekly or monthly to advise a new statement can be accessed in their account based on your settings groups