E-mailuri generate de sistem pentru clienți

În funcție de destinatar, există mai multe tipuri de e-mailuri generate de sistem pe TaxDome. Aici, aflați cum să vă ocupați de e-mailurile generate de sistem către clienți.

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

E-mailuri generate de sistem către clienți, explicate

E-mailurile generate de sistem către clienți sunt e-mailuri automate care sunt trimise în două cazuri:

• 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.   

Sfat

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 .

E-mailurile către clienți generate de sistem au câteva aspecte importante de știut: 

• Expeditor (de la)

• Beneficiari (către)

• Aspect

Expeditor (de la)

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 (Către)

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. 

Verificați dacă notificările sunt activate pentru cel puțin un contact al contului în coloana Notificare din lista Clienți > Conturi . 

Notă

Dacă un contact este legat de mai multe conturi, numele contului apare lângă numele firmei dvs. în e-mail.

Aspect

TaxDome e-mailurile generate trimise clienților dvs. nu au TaxDome branding: 

a) Numele firmei dumneavoastră este afișat în partea de sus.

b) Linkul din buton duce la contul portalului clientului. 

c) Pictogramele de socializare fac trimitere la conturile dvs. de pe rețelele sociale. 

d) Detaliile firmei dumneavoastră (adresa, numărul de telefon și site-ul web) sunt afișate în subsol. 

Personalizați e-mailurile către clienți

Puteți schimba aspectul e-mailurilor generate de sistem după preferințe. Iată cum: 

1. Navigați la Setări > Setări firmă .

2. Derulați în jos și activați/dezactivați opțiunile din secțiunea E-mailuri generate de sistem :

   

   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.

Notă

Numai proprietarii sau administratorii firmei puteți modifica aceste setări. Modificarea acestor setări se va reflecta pe Flux de activitate 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. Faceți clic pe Save (Salvare).

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. Faceți clic pe Save (Salvare).

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