How to change where the email alerts for website leads are emailed to.
All of your website leads will come from forms that appear on your various website pages. You can customise where the leads generated by these forms go.
Arrange a Viewing Requests
The arrange a viewing requests are submitted when a user of your website goes to a specific property on your website and fills out the arrange a viewing form.
All of your properties will be assigned to a specific office. This will either be done through VIA if you add your properties directly there, or it will be done when you add your properties to your property management software.
To change where these emails go, you need to edit the office email address that is listed in VIA:
Go to the top tab of the left hand side menu (this will be called CRM, Property Editor, Lead Manager or Areas & Offices depending on what software edition you are on)
Click the Offices tab
Find the office you want to edit and double click it, or right click and select edit
Go the Email field and edit the email address
Click Save and Close
PLEASE NOTE: This will also amend the office contact details which appear on the property details page with the new email address you have added.
Call Me Back requests from your Office Page(s)
These leads are submitted when someone submits the Call Me Back form on your office details page(s)
To edit where these emails go, again you need to edit the office email address that is listed in VIA:
Go to the top tab of the left hand side menu (this will be called CRM, Property Editor, Lead Manager or Areas & Offices depending on what software edition you are on)
Click the offices tab
Find the office you want to edit and double click it, or right click and select edit
Go the Email field and edit the email address
Click Save and Close
PLEASE NOTE: This will also amend the office contact details which appear on the relevant Office page(s) of your website with the new email address you have added.
Other Leads
You can add a variety of forms to your website pages. These forms are what we call Items. You can choose to add different item templates to any page of your website listed in the Website > Pages section. You have several different form templates to choose from including a Call Me Back Form, Fast Lead Form, Feedback Form, Testimonial Submission Form, or a Valuation Form.
You can specify which email address a lead from these forms goes to by entering the preferred email address into the Send Email To field within the item. This allows you to have a great amount of flexibility in specifying which people or departments deal with very specific types of leads.
To change the email address that these leads go to:
Go to Website > Items and find the relevant item from the list that you want to change.
If you don't know the name of the item, you can also go to Website > Pages section instead. Find the page you know the item has been added to, double click it, then go to the Items section at the bottom to see all the items which have been added to that page. Click any of the items listed to go to the item itself
Once you have the relevant item open, scroll to the Send Email To field
Add the email address you want the form to submit to
Click Save and Close
Article ID: 443678721
Link: https://webdadi.atlassian.net/wiki/spaces/PKB/pages/443678721