RemOnline enables you to timely notify your clients and employees via SMS and Email notifications.
Configure your notification templates and set up an automatic notification sending on the Settings > Notifications > Leads page to minimize manual work.
RemOnline fills your notification data automatically via template variables. There are 7 groups of variables you can use in the system: Company, Client, Asset, Leads, Employees, Date, and Other. Let's consider each group and its variables in detail.
1. Company group
{Company Name} variable represents the company name you configure on the Settings > General page.
{Company Address} variable represents the company address you configure on the Settings > General page.
{Company Email} variable represents the company email address you configure on the Settings > General page.
{Company Details} variable represents the company details you configure on the Settings > General page.
{Company Note} variable represents the additional information about your company you configure on the Settings > General page.
2. Client group
The variable names correspond to the client profile field names.
{Client Phone Type} — displays the name of the phone number type from the client profile.
{Client Name} variable represents the client's name.
{Client Phone} variable represents the client's first phone number.
{Client Address} variable represents the client's address.
{Client Email} variable represents the client's email address.
3. Asset group
{Asset Owner} variable represents the name of the owner (if the owner is a customer) or the name of your company (if you are the owner);
{Asset Warehouse} variable represents the name of the warehouse where the asset is located at the moment of printing the document.
{Asset Type} variable represents the data from the “Group” asset system field.
{Asset Brand} variable represents the data from the “Brand” asset system field.
{Asset Model} variable represents the data from the “Model” asset system field.
{Asset Modification} variable represents the data from the “Modification” asset system field.
{Asset Serial Number} variable represents the data from the “Serial Number/IMEI/VIN” asset system field.
{Asset Color} variable represents the data from the system field of the same name in the asset form.
{Asset State} variable represents the data from the system field of the same name in the asset form.
{Asset Year} variable represents the data from the system field of the same name in the asset form.
{Asset Cost} variable represents the data from the system field of the same name in the asset form.
4. Leads group
{Lead Number} variable represents the lead number.
{Lead Manager} variable represents the name of an employee assigned as a manager for the lead.
{Lead Location} variable represents the “Location” field value from lead.
{Lead Status} variable represents the current status of the lead.
{Lead Created By} variable represents the current status of the lead.
{Lead Comment} variable represents the “Comment” field value from lead.
{Lead Urgent} variable represents the “Urgent” checkbox value from lead. The checked checkbox returns the “Yes” value, unchecked checkbox returns the “No” value.
{Lead Source} variable represents the “Ad Campaign” field value from lead.
{Lead Will Done At} variable represents the “Due date” field value from lead in the following format: 20 June 2020.
5. Employees group
{Manager Name} variable represents the name of an employee assigned as a manager for the lead. The variable gets its value from the employee profile field of the same name on the Settings > Employees page.
{Manager Phone} variable represents the phone number of an employee assigned as a manager for the lead. The variable gets its value from the employee profile field of the same name on the Settings > Employees page.
{Current User} — displays the name of the employee who is sending the notification.
6. Date group
{Today Date} variable represents the current date in the following format: 20 June 2019.
{Today Datetime} variable represents the current date and time in the following format: 20 June 2019 17:53.
{Lead Created Date} variable represents the lead creation date in the following format: 20 June 2019.
{Lead Closed Date} variable represents the date when you transfer the lead to the status of the “Closed” or “Dropped off” group in the following format: 20 June 2019. The variable stores the date of the last lead transfer to the status of the “Closed” or “Dropped off” group.
7. Other group
{Order Number} variable represents the work order number.
{Order Type} variable represents the Work Order type field value from the “General info” tab.
{Sale Number} variable represents the ordinal number of the sale attached to this lead.