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:

  1. Confirmation to the partner that a deal was successfully registered to the channel manager.
  2. 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?

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.