• Resolved diegpl

    (@diegpl)


    Is it possible to send an e-mail to the lead contact if its status was changed? If now, what is the best way to code that?

    Maybe a manual lead management menu using the automatic lead management modified php file?

    Thank you!

Viewing 7 replies - 1 through 7 (of 7 total)
  • Plugin Author upi

    (@upi)

    HI,
    sorry, but this is not yet implemented.
    it will need to be done using the auto lead management – like “if Lead_status changed to “status” then –> send email template to “E-mail” .

    sorry about that, we can offer this fix for you, please contact us on our web site if you wish to follow this through.

    thanks
    Uri

    Tomáš Kořínek

    (@korinektomas)

    Hey Upi 🙂

    That feature would be really cool! Is there any chance this function will be implemented in the near future?

    Thanks
    Tomas

    Plugin Author upi

    (@upi)

    Hi
    This feature WAS implemented… now available
    Install current version of UPI
    See emails section menu – down below – create custom mail template and use the auto lead managment section to create a rule to send the template to the user’s email field

    🙂
    Uri

    Tomáš Kořínek

    (@korinektomas)

    Thank you so much for a quick answer!!

    I know the function of custom email templates and also the auto lead management feature, but even I am using the very last version (2.2.5.6) I cannot find where to set the rule of “if Lead_status changed to ‘status’ then”…

    In the IF section I can only see the custom form variables (and some other default ones), but nothing like ‘lead_status’ or something similar… The same with following select box. I can see there only the options like ‘contains, eqauls, smaller than, …’, but nothing like ‘changed to’… What am I doing wrong? 🙂

    And btw those Auto lead managment rules are triggered also when the leads statues are updated? I was thinking it happens only when the leads are newly created.

    Thanks so much in advance
    Tomas

    Tomáš Kořínek

    (@korinektomas)

    Hey again UPI guys. Would you be please be so nice and help me with my previous post? I really cannot see it anywhere… Thanks!

    Plugin Author upi

    (@upi)

    please see link to image:
    http://dev.upicrm.com/wp-content/uploads/2019/09/Capture.jpg

    is this what you’re looking for?

    Thread Starter diegpl

    (@diegpl)

    I just checked the link. It is not working. We are looking for a way to send specific template e-mails based on a workflow set over status changing. Right now, e-mail templates are being sent just based on what people fill on a form.

Viewing 7 replies - 1 through 7 (of 7 total)

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