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Create or Edit Workflow Alerts

Last Updated: Dec 20, 2017 04:16PM EST
PestPac Lead Management has the ability to send customized alerts to users when tasks are either complete or past due. Please note that this menu allows for the creation of the message contained in the alert; settings for triggering the alert is controlled when setting up a workflow. 

Sample Alerts:
Agreement Signed
Past Due Task
 
To Create or Edit a Workflow Alert:

1. From the menu, click Settings --> Sales & Marketing Settings.

 
 

Then, go to the section Lead Management and click "Agreement Templates."
 

 

2. Click on “Add Alert" (1) or click the pencil icon next to an existing alert (2).


 

3. Enter the text for the email body. Formatting can be added using the toolbar. 



4. You can use the replacement codes in the top left of the toolbar to make the email specific to the customer/salesperson it is being sent to. Codes below.
 
Replacement Code Use
@@NAME@@ Full name of the email's recipient
@@FIRST_NAME@@ First name of the email's recipient
@@LAST_NAME@@ Last name of the email's recipient
@@WORKFLOW_NAME@@ The name of the workflow the lead is in
@@WORKFLOW_STEP@@ The step of the workflow the lead is in
@@WORKFLOW_DUE@@ The due date of the step the salesperson is on
@@LEAD_LOCATION_STREET_ADDRESS@@ The street address of the lead
@@LEAD_LOCATION_CITY@@ The city on the lead's record
@@LEAD_LOCATION_STATE@@ The state on record for the lead
@@LEAD_LOCATION_POSTAL_CODE@@ The postal code on record for the lead
@@LEAD_CAMPAIGN@@ The campaign that the lead came in due to
@@LEAD_TIMEFRAME@@ The timeframe selected for when the lead was looking for service
@@LEAD_SALES_REP_FIRST_NAME@@ The first name of the salesperson who owns the lead
@@LEAD_SALES_REP_LAST_NAME@@ The last name of the salesperson who owns the lead
@@LEAD_SALES_REP_FULL_NAME@@ The full name of the salesperson who owns the lead
@@LEAD_SALES_REP_PHONE@@ The direct phone number of the salesperson who owns the lead
@@LEAD_TARGET_PESTS@@ The target pest on record for the lead
@@CONTACT_NAME@@ The full name of the lead
@@CONTACT_FIRST_NAME@@ The first name of the lead
@@CONTACT_LAST_NAME@@ The last name of the lead
@@CONTACT_EMAIL@@ The lead's email address
@@CONTACT_PHONE@@ The lead's phone number
@@CONTACT_LOCATION@@ The lead's address
@@LEAD_LINK@@ A link to view the lead in PestPac
@@LEAD_BUTTON@@ A button with a link to view the lead in PestPac


5. Below the body of the email, select the type of alert this will be. Choose if this alert will be sent when a task is completed or past due.

 

6. Give the alert a name and description.



7. Enter the name of the sender (1), the email address of the sender (2), and the subject of the email (3). 



8. (Optional) Enter the HTML Email Pre-Header content for your email alert. This is the preview line of text that comes up on most phone email apps.


9. Click Save.
 

 

Samples:

Past Due Task:

Hello @@NAME@@,

A task has fallen behind. Please research and adjust.
  • Sales Rep: @@LEAD_SALES_REP_FULL_NAME@@
  • Lead: @@CONTACT_NAME@@
  • Task: @@WORKFLOW_STEP@@
  • Lead Email: @@CONTACT_EMAIL@@
  • Lead Phone Number: @@CONTACT_PHONE@@
  • @@LEAD_LINK@@
 
Thank You.​
Hello @@FIRST_NAME@@,

A lead has been closed won. Congratulations! Let's get it scheduled.

Sales Rep: @@LEAD_SALES_REP_FULL_NAME@@
Lead: @@CONTACT_NAME@@
Lead Address: @@CONTACT_LOCATION@@
View Lead: @@LEAD_LINK@@
 

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