How to set up acknowledgement emails for Leads?

By default, leads 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 lead has been submitted. 

Why set up a lead acknowledgment email?

Here are a couple of reasons:

  1. Confirmation to the partner that a lead was successfully submitted 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 lead acknowledgment email: 

How to set up a leads acknowledgment email?

All you have to do is click on your name (Top right-hand corner of the portal) > Account > Leads > assign a template that you have created on the "Acknowledge a new lead" dropdown.

How to create email templates?

To learn how to create or edit an email template, view this article: How to customize email templates?

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