Set-up
Tudodesk back-office (Browser).
What's this for?
Email deliverability issues
Manual sends
Automated sends
Automated events are used to send transaction emails; these events include:
Estimate auto sends
Invoice auto sends
Invoice and estimate auto-follow ups
Order confirmations
Survey request
Job updates
Ask your customer to check spam.
Based on several factors, your emails might be landing in your customer's spam box - have them check and white-list you.
Is the customer's email blocked:
Goto the customer's profile page
Check that the warning icon is not displayed next to the email.
The warning sign generally suggests the email is incorrect.
Consider using SMS to notify customers you sent an email.
In addition, you can set up an automation to SMS your customer when you send an email. This is an excellent way to draw attention, so they look more closely to find your message in their inbox. To send SMS, you will need an activated plan. Contact us for more information or read the article below:
Check automated messages are turned on and firing when you expect
Is the automated email you are expecting to send turned on
Does the automated email fire on the status (tab) you expected
Does the email have a send delay
For help with automated messages see the article below:
When you mark an email as sent, it will trigger an automated message. This can be edited in the automation editor.
You can first check if the emails are being sent by looking at the feed. For example, open the document in edit view (back office) and click the radar icon in the top menu - this will load the feed. In the feed, you should see the marked as sent event, and then events for email send, read and open.
I do not see any email sent in my feed?
If you do not see a send event, you should check that under your estimate board; you have the auto-sender email event turned on.
- Goto the board (related to the email that is not being received)
- Click show menu
- Click automated events
- Locate the auto-sender email - Is it turned on?
Check that your customer email is correct and that they opted into the transactional email.
For emails to be sent for estimates, invoices and automated updates, the customer must have an email and be opted into transactional messages.
- Open the estimate into edit view
- Click on the customer to go to their profile
- Click edit
- Check the email is correct]
- Under settings, they have opted into transactional email
Create a test email for yourself.
- Create a test estimate using your email as the customer
- Mark the email as sent.
- Check the feed for the send event and email sent events (may take a min or two to appear)
- Check your spam folder.
Still not working
If you are still unsure why emails are being sent, send us at least 1-3 emails that are not receiving messages along with associated document IDS, and we will trace the email sends
and investigate what the issue is.