Email quote details and reminders
- It generates a request to send an email with quote details to the email address on the specified quote.
- It uses the Email Consumer Portal Quote template to generate the first email that is sent to the consumer.
- It uses the Consumer Portal Quote Reminder task (ApplicationTask2035) to trigger the email reminder.
- It uses the Email Consumer Portal Quote Reminder template to generate the email that reminds the consumer of their open or incomplete quote.
Configure Consumer Sales Portal to send quote emails
If you want to send emails to consumers about the quotes that they requested or to remind them about an unfinished quote, verify that your product and Consumer Sales Portal files include the required configuration.
Procedure
What to do next
Quote email content
The cw product list.xml file includes the default list of consumer email templates. However, you can configure the email templates to be product-specific.
List of email templates for a product
The list.xml defines the templates that will be used for the product version
Files that generate email content
- email templates (.vtl)
- The body text of the quote email is defined in the
/uw/api/rule/consumer-email-quote.vtl. The body text of the
quote reminder email is defined in the
/uw/api/rule/consumer-email-quote-reminder.vtl. Note: You can configure these VTL files to include the following objects: Application, portalURL, and retrieveQuoteURL.
- email.xml
- The Subject, SenderName, and SenderAddress can be configured in email.xml file. The settings in this file can be product-specific.
- api-settings.xml and config.properties
- The Consumer Sales Portal URL which can be included in the email is defined in web/APP-INF/mda/template/api-settings.xml. During deployment, the Consumer Sales Portal URL setting in /scripts/config.properties overrides the setting in api-settings.xml.
Quote Email Examples
Consumer Sales Portal quote reminders
After the /applications/{resourceId}/consumerEmailRequest API triggers an email to the consumer, the Consumer Portal Quote Reminder task (ApplicationTask2035) is created in the system. This task is a system-wide, reserved task and it cannot be customized per product.
The Consumer Portal Quote Reminder task sends the consumer a email reminder 10 days after the task is created. After a reminder email is sent, another Consumer Portal Quote Reminder task is generated unless the consumer has already received 3 reminder emails.
You can configure the number of days between reminders and the number of reminder emails.
Configure the email reminder task
You can configure when a reminder email is sent and how many reminder emails are sent to the consumer that initiated the quote.