How to set up acknowledgement emails for Deals?
By default, deals acknowledgment in the accounts page is set to "do nothing". It is important to assign a template as this will drive trust, reassurance, and confirmation between the partner and channel manager whenever a new deal has been registered.
Why set up a deal acknowledgment email?
Here are a couple of reasons:
- Confirmation to the partner that a deal was successfully registered to the channel manager.
- If an acknowledgment email is sent quickly (which Kiflo does automatically for you), it suggests that as a recipient, you are both available and quick in managing requests, thus nurturing trust between both parties.
Here is a sample deal acknowledgment email:
How to set up a deals acknowledgment email?
All you have to do is click on your name (top right-hand corner of the portal) > Account > Deals > assign a template that you have created on the "Acknowledge a new deal" dropdown.
How to create email templates?
In order to learn how to create or edit an email template, view this article: How to customize email templates?