Milestone Name: Solar Consultation
EMAIL TEMPLATE
Message Preheader: An appointment has been scheduled with you.
Subject: ##{{customer_first_name}}, we look forward to seeing you!
Body:
Hi ##{{customer_first_name}},
Thank you so much for taking a little time out of your day to chat. I'm looking forward to coming back to see what we can do to help your family go solar. I have you scheduled for ##{{appointment_day_time}}.
I encourage you to learn more about what to expect in our next appointment, the installer we work with and others we've helped in your area. Click the button below:
(see directions below on how to insert your "View Your Portal" button here)
Thanks!
##{{assigned_user_full_name}}
##{{assigned_user_email}}
##{{assigned_user_phone}}
*How to create your "View Your Portal" button:
1. Click on the button icon
/span>
Move curser to beginning on "Go to Enerflo" text on button, then click on the "Insert hyperlink" icon
/span>
Type in ##{{cp_link}} for the web address and click "insert"
/span>With cursor at the front of the text in the button, type in View Your Portal
/span>With your cursor in between the "L" in portal and "G" in go, use the delete key on your keyboard to delete "Go to Enerflo", leaving "View Your Portal"
/span>You can check your work by clicking on the text in your button and clicking on the "insert hyperlink" icon. This is what you should see.
/span>
SMS TEMPLATE
Body:
Please don't hesitate to email, call or chat with me on the portal. I'm here to help every step of the way.
Thanks!
##{{assigned_user_full_name}}
##{{assigned_user_email}}
##{{assigned_user_phone}}