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Lead control via email

To configure lead delivery via email, click in the area Lead on NewMailConfig:

  1. Channel: Sender name
  2. Recipients: Recipient
  3. Triggers: Here you set the button for which the mail configuration should be used
  4. SMTP user: Selection of the SMTP user
  5. header template: Selection of the subject of the contact request (default: request_notification_mail_subject)
  6. body template: Selection of the mail content of the contact request (default: request_notification_mail_body)
  7. Send attachments: Possibility to add an attachment: If the attachment is activated, a PDF with the entries and results is created when the lead is sent via e-mail. The template for this must be created accordingly and stored as a URL in the field under "Send attachments".

Note on mail configuration:
It is also possible to send individual e-mail templates, please do not hesitate to contact us Contact up with us.
In addition, a standard SMTP user is currently possible for each selector, and we can also create your own user for you - please do not hesitate to contact us.

Example of lead control via email:

  1. The personal contact details are generated from the entries in the contact form
  2. These are the results of the customer's input from the selector
Example e-mail lead control

PDF attachment for lead control via e-mail

Instead of showing your users the information about the recommended products and the answers given in the email body, you can also send a PDF attachment in the email. You can find out how to create a PDF template for this purpose in this article.

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