OnCall Air automatically sends your customers (and your team) emails with links to your proposal. These emails are sent in these scenarios:
When you click to Email a Presented Consultation (including all the proposal options you have prepared)
When you click to Email a single Proposal Option
Automatically if you are using the Automated Followup feature
Automatically when a Proposal is Accepted
By default, your OnCall Air emails will have some basic company information already set. However, customizing your emails and making them personable may increase your closing rate and leave a lasting impression on the customer. The email templates can be accessed via the Office Settings under Email Delivery. Go to Office >> Email Delivery >> Templates.
Types of Email Templates
There are two types of email templates available for customization:
1. Presented Proposal Email Template
This template is used to create a custom email that delivers a link to a consultation or an individual proposal option of a consultation.
2. Accepted Proposal Email Template
When a proposal is accepted, a link to the accepted proposal is emailed automatically to the customer, and copied to the Business Email Address(es) found on the My Company page in the Office.
Email Sections
Each Email Template has the following sections. The sections may be customized based on your preferences.
Subject
Reply to
Introductory paragraph
Signature
Section 1: Subject
The customized subject line of the email.
We recommend you make this unique and exciting, to make it easier for your customer to find your emails.
Section 2: Reply-To Email
The email address that is automatically populated when your customer clicks to reply in their email client. You can specify multiple reply-to email addresses.
Section 3: Introductory Paragraph
The customizable introduction to the email is a great way to emphasize your unique brand message with a brief, differentiated opener.
Section 4: Signature
This section allows you to customize a closing message and include a signature with contact information.
Customizing Emails with Dynamic Fields
Dynamic Fields are available to personalize your emails. All the fields below can be used in the following sections of an email:
Subject
Introduction
Signature
The available fields are specified below.
The placeholder text must be typed exactly as indicated for the system to substitute it with the appropriate value when the email is sent.
Dynamic Field | Field Placeholder Text |
Customer First Name | *|customer_first_name|* |
Customer Last Name | *|customer_last_name|* |
Company Phone | *|provider_phone|* |
Consultant First Name | *|consultant_first_name|* |
Consultant Last Name | *|consultant_last_name|* |
Consultant Email | *|consultant_email|* |
Consultant Phone | *|consultant_phone|* |
Consultation Expiration Date | *|proposal_expiration_date|* |
Example:
Previewing Emails
The Preview button is available to visualize what the email looks like when delivered to your customer. It’s useful to review any changes and make sure they appear the way you want them to look in the actual email. We also recommend emailing a TEST proposal to yourself so you can see how it will look in action.
Go Back to Initial Set-up Guide