Add an integration feature in Factory that allows eligible quotes to be connected to an email marketing/automation service for automatic customer follow-up.
G
Genuine Krill
To follow up on custom fabrication quotes that have been sent to customers but have not yet been accepted or paid, particularly jobs requiring a 50% deposit before work begins.
Suggested workflow:
Quote sent → 50% deposit required → no acceptance/payment received → trigger follow-up email.
The first follow-up could be sent 2 working days after the quote is issued, with further follow-ups if required.
The automation should stop once:
The quote is accepted or declined
The required deposit/payment is received
The customer replies
Example:
A customer receives a custom fabrication quote requiring a 50% deposit. If there is no response or payment after 2 working days, Factory sends the quote/customer details to the connected email service to trigger a personalised follow-up.