Email generate dal sistema per i clienti

A seconda del destinatario, ci sono diversi tipi di e-mail generate dal sistema su TaxDome Qui scopri come gestire le email generate dal sistema e inviate ai clienti.

You can also learn more about system-generated emails to team members and firm owner .

Email generate dal sistema ai clienti, spiegate

Le email generate dal sistema ai clienti sono email automatiche che vengono inviate in due casi:

• Your firm requests actions from clients. For example, you can ask clients to pay the invoice, approve the document, e-sign it, etc., by creating the corresponding entities in the TaxDome portal. Your clients will receive automatic emails from your firm.

• You set reminders about pending actions . If your clients don’t complete some actions in time, they will receive email notifications about it.   

Mancia

If clients aren’t receiving system-generated emails, ask them to whitelist TaxDome addresses. You can share this guide with them: How to whitelist emails from your firm .

Ci sono diversi aspetti importanti da conoscere nelle e-mail generate dal sistema ai clienti: 

• Mittente (da)

• Destinatari (A)

• Aspetto

Mittente (da)

Your firm’s name will appear as the sender in the recipient’s inbox, while the email address will be notifications@taxdome.com . We cannot replace the sender’s email with yours, as this violates the policies of email providers like Gmail, iCloud, and others.

Destinatari (A)

Automatic emails are account-based. However, since inside accounts you always have one or more linked contactcs, the system sends emails to the email addresses of those contacts. You can decide if each contact will receive automatic emails or not, by turning on the Notify toggle. 

Controlla se le notifiche sono abilitate per almeno un contatto dell' account nella colonna Notifica dell'elenco Clienti > Accounts . 

Nota

Se un contatto è collegato a più accounts , IL account il nome appare accanto al nome della tua azienda nell'e-mail.

Aspetto

TaxDome -le email generate inviate ai tuoi clienti non hanno TaxDome branding : 

a) Il nome della tua azienda viene visualizzato in alto.

b) Il collegamento nel pulsante porta alla portale clienti account . 

c) Le icone dei social media rimandano al tuo accounts nei social media. 

d) I dettagli della tua azienda (indirizzo, numero di telefono e sito web) sono mostrati nel piè di pagina. 

Personalizza le email per i clienti

Puoi modificare l'aspetto delle email generate dal sistema a tuo piacimento. Ecco come: 

1. Vai su Impostazioni > Impostazioni azienda .

2. Scorri verso il basso e azionare attivare/disattivare le opzioni nella sezione Email generate dal sistema :

   

   a)  Show firm contact details: Hide or display your firm’s address and phone number. You can set the information on the same page in the Contact details section.

   b) Show links (website & social media): Hide or display your website and social media links. You can set them up in the Social media links section.

   c) Show firm logo: The logo is displayed at the top of the message. You can upload it in the Logo upload section.

   d) Show item names in client notifications: When activated, system emails will display the name of the chat or request, but not the text of a message.

   e) Show message context in client notifications. When activated, system emails sent to the client will display the text of the specific message. When the toggle is turned off, the client will see only a generic “You have a new message.”

This is how the email notification appears to the client: the left example includes the message content, while the right one shows chat name only.

Nota

Soltanto proprietari o amministratori di aziende è possibile modificare queste impostazioni. La modifica di queste impostazioni verrà riflessa su Feed attività pagina.

Set an email address for the client replies

By default, client replies to system emails go to the firm owner’s email, but you can set a different address to receive them. Here’s how:

1. Navigate to Settings > Firm settings.

2. In the Contact details section, configure the reply-to address for system emails.

3. Fare clic su Salva .

See system emails sent to clients

To stay informed about which emails your clients receive, you can review the list of system messages in the System emails section of the client’s profile. For full access to the content of these emails, enable the option to receive copies in your inbox:

1. Navigate to Settings > Firm settings.

2. In the Contact details section, enable the toggle Receive copies (BCC) of system emails sent to clients.

3. Specify the email to receive copies of system emails.

4. Fare clic su Salva .

Condividere

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