Templates
The Marketing tab allows you to create email templates for the quotes you send out through Deep Lawn.
Here you can fill out the Name of the template as well as put in the body of the email. {{name}} will automatically populate the name of the customer who is receiving the quote, while {{company-name}} will automatically populate your Company's name. Use the buttons above the body of the email to make text Bold, Italic, Underlined, or add a Hyperlink.
When you have created your Templates, you can set one as the Default Template. To do this, click the outlined bookmark icon on the bottom right corner of the Template. The Template with the solid gray bookmark icon will be the Default Template for sending out quotes.
To use the Templates you have created, perform a search internally and send out a quote in the Search tab. On the Estimate Summary page, scroll to the bottom to find the Email Copy section. The Default Template will already be populated.
The other templates you have created will appear in a drop-down. Click on the template you wish to use for that quote and it will replace the current template.
Once you have selected the template you want to use, you can click in the body of the template and make any additional customizations for that email. These changes will be seen by your customer, but will not alter the template for the next time you use it.
Automations
The Automations sub-tab allows you to Enable Lead Emails and/or Enable Abandoned Cart Emails.
If you choose to Enable Lead Emails, whenever someone searches on your widget but abandons cart, you will still get an email with that lead information. If you also Enable Abandoned Cart Emails, every time a customer searches and abandons cart, anywhere from around 5 to 9 minutes later, they will receive an email with a link to bring them back to the checkout page.