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New Mail Configuration

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Lead management via email

To configure lead management via email, in the Lead area on New Mail Config:

  1. Sender: Name of the sender
  2. Recipients: Receiver
  3. Trigger: Here you can set the button for which the mail configuration is to be used
  4. SMTP user: Selection of the SMTP user
  5. Header template: Selection of the subject of the contact request (standard: request_notification_mail_subject)
  6. Body template: Selection of the mail content of the contact request (standard: request_notification_mail_body)
  7. Send attachments: Possibility to add an attachment: If the attachment is activated, a PDF with the entries and results is created when the lead is sent via email. The template for this must be created accordingly and stored as a URL in the field under "Send attachments".

Note for the mail configuration:
Sending individual e-mail templates is also possible, please feel free to Contact us about this.
In addition, a standard SMTP user is currently possible for each selector, but we can also create your own user for you - please do not hesitate to contact us about this.

Example of lead management via email:

  1. The personal contact details are generated from the entries in the contact form
  2. These are the results of the customer's inputs from the selector
Example email lead management

PDF attachment for lead management via email

PDF attachment for lead management via email - send attachments

The LibreOffice program is required to edit the PDF file so that you can then save the PDF file in the correct format (as a .fodt file).

Download LibreOffice: DOWNLOAD HERE

A template of the Result-PDF as an email attachment to the customer can be downloaded here:

PDF template as a mail attachment for the customer: DOWNLOAD HERE

A template of the Result-PDF as an email attachment to the sales department can be downloaded here:

PDF template as a mail attachment for the sales department: DOWNLOAD HERE

Instructions:

  1. Open link
  2. Right click "Save as"
  3. save in .fodt format
  4. Open and edit the file with LibreOffice

Creating a PDF for the Digital Product Selector

The PDF templates can be designed freely, a few tips will help with the creation:

  • First adjust the header and footer.
  • The variable fields are created using placeholders. Placeholders can be inserted via Insert-Field commands-More field commands-Placeholders. The instruction is enclosed in <{{…}}>.
  • The designation within the placeholders after "recommendation." corresponds to the designation of the corresponding column in the stored product data of the CSV file. For example, the placeholder outputs the product name.
  • Lists can be generated with the placeholder . To do this, the text must be stored in the CSV file as a list:
    • Point 1
    • Point 2
    . For a bulleted list will
      (unordered list), for numbering
        (ordered list) be used. The placeholder can be provided with the desired bullet.
    Create a PDF
    • A variable hyperlink can be stored with http: //hyperlink/recommendation.video (with CSV column designation: video).
    • IF loops are opened with <{{#if recommendation}}> and closed with <{{/ if}}> and must have the same unique designation in the note. The same applies to EACH loops that are run through several times. The placeholders in EACH start with “this.” (Instead of “recommendation.”). Within the IF loop, <{{else}}> (with the same hint designation) can be used to output an alternative if the first IF condition is not met.
    Create PDF FoxBase
    Create PDF FoxBase
    • One of the options A or B must be selected in the PDF templates available for download. The results can be displayed either one below the other in rows or side by side in columns.
    • On the results page in the download section of the product, PDF templates can also be used, such as the Result PDF template and Product data sheet-PDF-Tempalte, which are available for download. Here, the product recommendation is selected with "recommendation".
    • In order to use a PDF template in the bottom section of the results page, the template for the mail attachment can be used. Here all product recommendations are selected with "recommendations". The contact form placeholders must be deleted for this purpose.
    • Possible sources of error:
      • The CSV file contains incorrect column names (space keys, special characters, ...). Notes on the CSV file under the menu item "Product upload".
      • IF or EACH loop was not closed or does not have the same name in the note.
      • The same IF or EACH notice was used in multiple loops.
      • Misspellings/spaces or forgotten points in the placeholders.

    Example of lead management with PDF attachment:

    Example of lead management with PDF attachment

    Configuration of the contact details in the PDF attachment

    In order for the contact data to be correctly transferred from the system to the PDF, as in the example shown above, they must first be assigned accordingly in the contact form and in the PDF document.

    Configuration of the contact details

    In the menu area Form configuration the parameters for the contact form are set. In the example above, the first name is being asked. Input label refers to the name displayed in the form. The Input name parameter can be used to link the input made by the user under Input label (here first name) with the PDF, so that in this case the first name is transferred directly to the PDF document.

    Differentiate PDF dispatch by language

    In addition, the sending of the PDF can be differentiated according to language. To do this, a CSV file must first be uploaded, which assigns the corresponding PDF in the selected language to the respective languages. The CSV file must then be uploaded under Data sources .

    The CSV file has a relatively simple structure, the columns must be named as follows in order to be able to assign them later: "lang" and "url"

    CSV columns

    In the next step, the language of the respective PDF sent can be specified in the Send attachments area.

    In this case: If the selected language (chosen_language) corresponds to the language in the data source (CSV Column lang) uploaded under Data sources (Source: pdf_lang), then the PDF stored behind the URL (Column URL) will be retrieved.

    send attachments

    If the field Send attachments is activated, a PDF file with the entries and results will automatically be created when the contact request is made. The structure and design of the PDF can be completely customized. You can find an example below. The template of the PDF file must be saved in .fodt.

    Lead control according to zip code

    Similar to the control by language, PDF can also be determined by zip code, for example. The assignment is also made via the CSV file, which must be uploaded via data sources.

    You can find a template for zip code control here:

    https://cdn.foxbase.de/f/Selector/Dokumentation/Mail_Configuration_Template.csv

    Distribution according to zip code

    In the Lead the following settings must then be adopted:

    Settings for lead
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Back User interface: Lead
Further New Lead Configuration
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We look forward to every inquiry about the Digital Product Selector. Let's digitize B2B sales sustainably together!

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