Automation
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 ...
Creating a new rule in workflow automation
Rules are the elements that automate your workflow, and they’re simpler than you might think. They work on the basis of cause and effect. In eyenquiries, the cause is known as the trigger, and the effect is the activity. In the top right, click on > ...
Introduction to workflow automation
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 be sped up ...