How to Configure Email Communications

MonuDesk emails your customers automatically at the key moments in an order. This article explains when those emails go out and how to control them.

When MonuDesk emails your customers

MonuDesk emails your customer automatically at the moments that matter: when you create their order and share the portal, and when their order needs their attention.

That last one is automatic. When you move an order into a stage that has Action Required turned on, MonuDesk emails the customer a short note with a button to open their portal, so they know to take the next step such as approving a drawing or paying the balance. The order needs a customer email on file, and the email sends once per stage so nobody is double-emailed for the same step.

Turning emails off for a specific order

To stop emails for a specific order, go to the last step of the New Quote and turn off Send the customer portal to the customer before you save. With that off, the customer is not emailed the portal link for that order.

One thing to know: even when the portal is shared, a customer is emailed whenever their order reaches a stage that has Action Required turned on. So if a contact is getting emails you did not expect, check both this per-order toggle and which of your stages have Action Required enabled.

Related articles:

• How to Manage Your Company Profile

• How to Manage Team Members