ID630
Customer Ready to Receive Equipment Survey
Output Type: Email
The Equipment Install survey (ID312) requires a manual update to the Contacts record in e-Automate, the survey is triggered once a category is added to the contact of the person who is to receive the survey. This alert ID630 is designed to remind you that a sale may be finished/completed and that customer is ready to receive the follow up Equipment Install survey, based on what you tell us is a completed sale. For example it may be 10 days after an Equipment Order is invoiced, or 5 days after the delivery service call is invoiced. This daily alert will have the details of the customer and sale, for you to determine if you should trigger the survey.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID312 | Equipment Install Survey | ID630 will alert you when a customer might be ready for a survey, the survey process that you would manually trigger is ID312 new equipment install survey | No |