How do you attach a form/brochure to predefined e-mail?
Comments
-
i43storage Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭@LeesaS - Does your company have a website? Instead of an attachment, you could have a link inside the letter to a pdf of the brochure (the pdf being housed on the website)?
Jean Marie
I-43 Storage0 -
We do have a website, but managers do not have access to add anything other than move in special via Sitelink.0
-
i43storage Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭LeesaS said:We do have a website, but managers do not have access to add anything other than move in special via Sitelink.
Maybe you can convince the owners to put a PDF of their brochure(s) online.Jean Marie
I-43 Storage0 -
teamcapitola Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭If the brochure is simple (as in ... plain text) you can add it as a "form" in Setup -- >Form Setup, then attach to email as a Letter from the account.
(I'm pretty sure you can use HTML forms too, I just haven't played around with that yet.)
Even better you could set it up as an automated event in your CRM Campaign Schedule; have it show up on your reminders (like move in welcome letters) after defining the number of days past, or a certain trigger event.
3 -
teamcapitola said:
If the brochure is simple (as in ... plain text) you can add it as a "form" in Setup -- >Form Setup, then attach to email as a Letter from the account.
(I'm pretty sure you can use HTML forms too, I just haven't played around with that yet.)
Even better you could set it up as an automated event in your CRM Campaign Schedule; have it show up on your reminders (like move in welcome letters) after defining the number of days past, or a certain trigger event.
1
Categories
- All Categories
- 2 What's New
- SiteLink Community Discussions
- 2K SiteLink General Discussions
- 81 SiteLink myHub
- 48 Lead to Lease
- 16 Price Optimization
- 36 SiteLink Certified Professional
- 181 How-To's
- 97 Training Videos
- 7 Other Resources
- 75 SiteLink, SpareFoot & storEDGE merge
- Self-Storage Operations
- 65 Starting Out in Self-Storage
- 3 3rd Party Management
- 223 Regional Discussions
- 187 Miscellaneous Discussions
- 38 Industry Webinars
- SiteLink Marketplace
- 62 Self-Storage Website Design & Listing Services
- 33 Credit Cards & Payment Processing
- 31 Self-Storage Call Centers & Kiosks
- 46 Notifications, SMS & Phone Integrations
- 92 Self-Storage Insurance, Legal & Auctions
- 11 Self-Storage Revenue Management & Analytics
- 24 Gates & Access for Self-Storage Facilities
- 10 Ancillary Services for Self-Storage Facilites
- Self-Storage Times
- 62 News
- 31 Opinion
- 146 Lifestyle