Automation
Workflow automation in eyenquiries
Introduction When managing enquiries, there are certain actions that have to be repeated over and over again. Confirmation emails, phone calls, tasks – if there are things that recur in the process of moving an enquiry through the pipeline, they can ...
Email template glossary for enquiries
What follows is a list of placeholders that can be used when creating custom email templates in eyenquiries. Note that any placeholders without corresponding data will return blank. [[ParentFirstName]] - The parent’s first name as it appears on the ...
Creating a custom email template
In eyenquiries, email templates are an important part of workflow automation. Instead of typing out a new email for every communication, you can use a template, which will fill out certain keywords with information stored in the system. This allows ...