Direct contact completion – Settings / Shipping

E-mail

The e-mail contact from the contact record is automatically inserted. If the contact has multiple e-mail contacts, you can select here to which the completion link will be sent.

Text

You can customize the text that appears in the e-mail above the link to suit your needs. Macros contained therein, such as the letter salutation, will be replaced when sent.

Signature

Here you can select which e-mail signature should be sent with the contact completion.

Mode

Here you can select whether the customer should complete only his contact data, only his search criteria, or both.

If you have the category Money Laundering Act (MLCA) active in your contact records and if input fields for contact completion have also been activated, you can extend the contact data completion to query the data for the MLCA. Please select the queries with the addition GWG.

• Contact
• Contact with search criteria
• Search criteria only
• Contact with GWG
• Contact with search criteria and GWG

Search criteria

If your prospect already has search criteria on file with you, you can decide here whether to edit the existing search criteria (and also create new ones), or just create new search criteria to add to the existing ones. Here the mandatory field settings are taken into account in the search criteria. If these fields are not filled in, a corresponding warning message appears. If search criteria are changed or removed (edited), this is stored in the remarks of the respective search criterion.

In the Basic Settings >> Automation >> General >> Contact Completion Category you can select “Send all search profiles (manual first, max. 5 search criteria)” or “Send only the first search profile”. In the “Edit” mode, either the first 5 or only the first search profile is then sent to the customer for editing.

Templates

When the contactee enters a new search criterion, you can specify which fields are displayed to him. If it should not be the standard fields for search criteria , please select the appropriate template here. For example, you can query different criteria for apartments than for houses. This is also useful if you want to enter search criteria for commercial properties.

Options

You can set some options and ask the customer questions, which he must confirm.

• Save text as default: The text in the e-mail cover letter can be edited by you. If you want to save the text so that the same text will be used in the next cover letter, you can activate this option.
• Consent to be contacted by telephone or e-mail: Do you need the prospect’s consent to call them back or send e-mails? Herewith you can obtain this consent. The interested party, before sending the data, must give this consent, otherwise the sending will not be possible. This consent is stored for you in the activities.