✔ Make sure all pop ups and forms go to correct email IMPORTANT
Completed by Hector M.
- Assigned to
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Hector M.
- Notes
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hector usually does this
The info can be found on "lead notifications" on client's spreadsheet
*** Team remember that we need to make we have the {embed_url} URL tag added in the notification message field on all forms on our websites along with a hidden field for service of interest added in the form. This is from Isaac. **
Can you please create a leadsheet?
I am seeing the "contact.gafneahealthandwellness@gmail.com" added in the "FROM" instead of "TO" on all the forms. Can you please update it? Thanks.
Leadsheet - https://docs.google.com/spreadsheets/d/1nPwNEOdZu_Keku7z8MI76fX7rVvJKAvb9J3kvXbK8mc/edit?usp=sharing
Here you mentioned all the forms needs to go to contact.gafneahealthandwellness@gmail.com but with the current set up all lead notifications will go to "gafneahealthandwellness@gmail.com".
If the client wants all the new leads notifications to gafneahealthandwellness@gmail.com we don't need to change anything in the current set up.
Thank you!
I am not seeing that this client's spreadsheet has been updated with any onboarding notes.
The lead notifications is empty. Generally, Whitney or Vania will add it there and then I will go down the list of several tasks which must be done BEFORE the leadsheet is started.
1 - Identify which emails to notify for leads - Gafnea Health & Wellness - www.gafneahealthandwellness.com
2 -Confirm hi@medstarpatients.com is not in client's spam folder - Gafnea Health & Wellness - www.gafneahealthandwellness.com
3 - Lastly, this is where we do the Leadsheet set up task - set up lead sheet - Gafnea Health & Wellness - www.gafneahealthandwellness.com
So the leads are going to contact.gafneahealthandwellness@gmail.com ???
I will update the spreadsheet and take care of the 2nd task as well now.
I will then send the leadsheet to the client.
Thank you Isaac for clearing that up.