How to Set Up an Agency-Branded Leads/Report to Send to Clients
- Create the lead templates in the Agency account.
- Create lead notification templates in the agency account by navigating to Assets > Email Template Library.
- Click +NEW EMAIL TEMPLATE. The user can base the template off of the lead templates which will all be available under System Email Library when creating the new template.
- Ensure to set the brand that the clients to see when the lead is set. Also, change the From/Reply to information to use the brand account like this:
Where the relevant dynamic fields are:
%BRAND.ACCOUNT.BUSINESS_NAME%
%BRAND.ACCOUNT.COMPANY_CONTACT_EMAIL.EMAIL_ADDRESS%
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Ensure that Template is visible to Sub Accounts? is checked:
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Link to the lead templates in the client account. Navigate to Automation > Lead Processing Workflow in the client account. Next, create a new Email Sales action at the point in the workflow where to send the lead to the client:
- One the action is dropped on to the workflow, click the New Email button. Look under the System Email Library accordion. The lead template created in Step 1 will be listed there towards the bottom. Click the template then click the Link Template button. Lastly, click Save then test it.
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Set the Lead Notification Brand to the Agency brand of choice:. Navigate to Administration > Account Settings, choose the agency brand for the leads.) Please Note: The important dynamic field is %BRAND.ACCOUNT.COMPANY_CONTACT_EMAIL.EMAIL_ADDRESS%. The emails should be sent using that dynamic field in the from section.
Please reach out to the dedicated Enquire Account Manager or Enquire MAP Support team for further assistance.