Selecting a Follow Up Email Format

Owned by Jordan Miller
Jul 12, 2023
2 min read

  1. Navigate to the “Sites” tab.

  2. Under “Email and Contact,” choose the formats you would like for Checkout, Quote, Email and Print formats. NOTE: Depending on your subscription level, you may not have access to certain fields (for example, Checkout is a Pro feature).

  3. When a value has been updated, the “PREVIEW” button will change from gray to a highlighted color. Click this button to view what changes will look like in your configurator.

  4. Review your configurator pop-up to confirm that your changes are shown.

  5. Close the preview, and if you are happy with your changes, click the “PUBLISH” button.

  6. Your changes are now live on your site!

 

 

 

Below is an outline of the different options we provide for emails of saved designs from your IdeaRoom configurator:

 

Summary Format

A basic design to provide a snapshot of user’s choices with a focus on building images.

 

Invoice Format

The invoice format is designed for a professional, sales-forward look. The purpose of this format is to enable clients to convert the saved design into a sale complete with space for signatures & terms and conditions.