Allow Template emails to include nominated contacts in the template (i.e. mortgage broker, PA) who also receive it
Allow Template emails to include nominated contacts in the template (i.e. mortgage broker, PA) who also receives it when I send it to the primary contact.
Some template emails need to "CC" certain people (i.e my mortgage broker or VA).
For example, when we refer a customer to a mortgage broker, we have a template email that introduces them to the broker.
As part of the current process, we need to manually add the broker in the "CC" section AND we need to add our admin team (my VA) to receive the email.
This is so the broker (and my VA) receives the referral in the one process.
If I forget to add these other parties to the email, I have to send it again (because REX wont' let me forward an email previously sent); meaning my client gets the email twice.
SUGGESTION: let me add/assign other contacts (i.e. the broker, my VA or any email address in the system) as part of the template so they also receive a copy.
Saves us having to send them a separate email.
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Anonymous
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I agree. would allow for much better control of process and ensure less errors (having to resend and remember to assign certain people).
REX is pretty slow to load and respond as it is so having to duplicate a process just compounds the inefficiency
Any template mail merge could benefit from. The best example given is for referral based emails that recommend clients to suppiers (brokers, nominates solicitors, nominated removalists).
The relevant template could be customised to meet the needs of that common referral to specific suppliers. The owner/salesperson/admin person/broker who is meant to be cc'd each time would simply be the nominated CC (allowing you add additional CC email addresses if needed)