Once you have your Linesheets/Selections ready, you can send the link to your customers directly from Zedonk.
If your customer does not exist on your Zedonk, you can prompt them to fill out the form and send their details, as described in the Sending a link to a New Customer article. This is particularly useful for your new prospects.
You can only send selections from Zedonk if you have an email template set up in your system settings.
To send your selections from the list view, click the envelope icon.
The pop-up will prompt you to select a template from your Digital Showroom settings, then complete the form.
1. The 'From' address being the Zedonk email created in your template
2. A drop-down menu to select your email template based on the options created in your
- From: The Zedonk email address configured in your template.
- Template: A drop-down menu to select an email template from your settings.
- To: Select the contacts to receive the link. Click Add to include email addresses from your customer profiles.
- CC: Automatically pulls the CC address from your template settings.
- BCC: Automatically pulls the BCC address from your template settings.
- Reply To: Automatically pulls the 'Reply To' address from your template settings.
- Include as CC: Select this option to copy the 'Reply To' address into the CC field when sending.
- Subject: Automatically pulls the template subject, which can be manually edited before sending.
- Attachments & Message: Select the attachments to add to the portal. (Additional attachment options are managed in your system settings, manage your additional attachment options).
The attachment options will be available for you to select as follows depending on what you have uploaded: (The Line Sheet and Order Sheet options are always available by default)
10. Your templated message will pull through and again this can be manually edited at the point of sending
** when you select the 'Buyer Portal' as the type, another pop up (as pictured below) will prompt you to re-confirm or amend the portal settings manually. It will pull through the default settings
To send from within the selection, use the Actions menu.
1. Click the 'Actions' menu from within the record
2. Click 'Email' to open the relevant pop up
The pop-up is the same as the list view version. Complete the form to proceed.
Click [Send].
If your email is included in the CC or BCC field, you will receive a copy similar to the example below:
Once sent, the email icon in the Selections list view changes to a black envelope. This does not apply to the Line Sheets list view, as line sheets can be sent multiple times to different customers.
The email icon has three statuses:
- White Envelope: Not yet emailed from Zedonk.
- Black Envelope: Emailed from Zedonk.
- Grey Envelope: Emailed from Zedonk and order received.
A red warning triangle next to a selection means a product on your line sheet is missing a price.
