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 full 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.
{Client First Name} variable represents the client's first name.
{Client Last Name} variable represents the client's last name.
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 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: 20/06/2019.
{Today Date 2} - the current date in the format “21 June 2019 ”.
{Lead Created Date} variable represents the lead creation date in the following format: 20/06/2019.
{Lead Created Date 2} - the date of creation of the lead in the format “18 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: 20/06/2019.
{Lead Closed Date 2} 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.
When you add user fields in the Lead or Client form, the corresponding variables are generated. They are easy to distinguish from system variables. A digital code appears in the name of the user field, for example, {Client Birthday 679232}.