The Mailer can be configured on an account from Settings and selection Options.
All emails sent to customers are done through premade templates.
Templates can be created under Media and selecting Templates. See /wiki/spaces/INTDOC/pages/37814652
By default, all emails are sent from noreply@tld.email. However, the client can opt to have messages reply to a specific email of their choice.
Additionally, clients can opt to include their own policy documentation such as the Opt-Out policy and the Privacy Policy that has been created in templates.
TLD has built in Privacy Polices and Opt-Out language. Clicking “Here” at the bottom of the explanation will open the sample policy for review.
Should a Client wish to use their own Privacy Policy a Template will need to be created under Media and selecting Templates.
Select the Green + to add a new template and select Policy.
The Client can paste their personal Privacy Policy and save
Opt Out - Selected from drop down, Client created Opt-Out message from Templates
Privacy - Selected from drop down, Client created Privacy Policy
Label - Client Display Name for Emails (Typically Clients Business name)
Reply To - Where email replies are sent. By default all emails do not have a reply location.
This means that the client will not be able to receive email replies until this field is set.
The configuration instructions do give a client the option to turn off the system created Opt-out link but this is Not Recommended.
The list of registered domains will appear at the bottom of the configuration screen. This info can be updated under Settings - Mailer, as needed, by the client. Additional domains must be activated by the Client to allow Mailers to be sent from them vs from our noreply@tld.email.
There are several types of Mailers that can be send by the Client. Templates MUST be created before this section can be configured.
CSR - Emails can be sent when a CSR is Created, Assigned, and Completed. Not a frequently used feature currently.
Policy Welcome Email - Default email that is sent when a policy is sold.
If a Product, Lead, or Policy email trigger is configured that will send instead of the system default.
Marketplace Welcome Email - Default email that is sent when a marketplace policy is sold.
If a Product, Lead, or Policy email trigger is configured that will send instead of the system default.
Policy Default Quote Email - Default email that is sent with a policy is Quoted but not sold.
CSR - This feature is rarely used but can allow the Client to send an email any time a CSR is assigned or completed.
Label - How the Client tracks the type of email sent (ie. CSR Assigned).
Reply To - Where email replies are sent. By default the account will have NoReply until configured in previous step. This will be a secondary reply location.
Subject, CSR Confirmation Email - The email subject line (ie. CSR Assigned).
Template - CSR Confirmation Email - The predesigned Template for CSR assignment.
Subject, CSR Completion Email - The email subject line (ie. CSR Request Completed).
Template - CSR Completion Email - The predesigned Template for CSR Completion.
Policy Welcome Email - This mailer will send as a Welcome email for standard policies.
Subject - The Email Subject line
Template - The predesigned Welcome Letter Template
Use Agent Email - YES the email will be sent from the Selling Agents email address on the users account. NO - the email will be sent from the account default (noreply@tld.email) or the email domain configured on the account.
Use Agents Name - YES will use the Agents name. No will not.
Marketplace Welcome Email - This mailer will send as a Welcome email for Marketplace (ACA) policies. (If a Product, Lead, or Policy email trigger is configured that will send instead of the system default).
Subject - Marketplace email subject line
Template - The predesigned Marketplace Welcome Email
Use Agent Email - YES the email will be sent from the Selling Agents email address on the users account. NO - the email will be sent from the account default (noreply@tld.email) or the email domain configured on the account.
Use Agents Name - YES will use the Agents name. No will not.
Policy Quote - This mailer is sent any time a policy is quoted to a customer.
Subject - Policy Quote email subject line
Template - The predesigned Policy Quote email
Use Agent Email - YES the email will be sent from the Selling Agents email address on the users account. NO - the email will be sent from the account default (noreply@tld.email) or the email domain configured on the account.
Use Agents Name - YES will use the Agents name. No will not
