Whenever a website visitor submits an offer form on your website, the LISA platform will send them an automated email to confirm their form submission. If you would like to adjust which customer email template is sent to the offer lead, follow the instructions below.
With these instructions, you can select which customer email template is sent to an offer lead. If you want to edit the customer email templates themselves (e.g. creating a new one or editing the content of an existing one), please refer to these instructions instead.
1. Go to the Offer Dashboard
Navigate to your Offers dashboard under Website > Offers.
2. Click on the Offer to Edit
From the list, click on the offer that you'd like to edit.
3. Choose a New Customer Email Template
On the Offer Detail page, click on the Form tab.
Click the dropdown menu for Customer Confirmation Email and then choose your preferred email template.
Don't see the email template you want? Please be aware that the customer email templates in the dropdown menu will correspond to the type of form you have selected for this offer: a Quote Form or an Offer Form.
4. Save Your Changes
Once you have selected your preferred customer email template, scroll to the top and click "Save" to save your changes.
You can learn more in our related resources:
- What Happens When a Lead Fills Out an Offer Form?
- How to Create a New Customer Email Template for Offers
- How Do I Change the Email Sent to My Team When an Offer Lead Comes In?
- Overview: Email Templates - link coming soon!