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In this tutorial, we'll discuss
the email templates
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that made available once
the Connect: RFQ plugin has been enabled.
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Several default templates are available,
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each triggered at a different stage
of the tendering process.
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Default content for these emails
is already populated.
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However, administrators are able
to customize the contents of those emails
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as they see fit.
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So details of the email templates provided
as part of the Connect: RFQ module
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are provided
on the Connect: RFQ Settings page.
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So if I just scroll down a little bit
on this page,
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you'll find there's a section there
to do with relevant email message
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templates.
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In order
to make changes to those templates,
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we do need to go to the email message
template section of the Infigo admin area
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and then all
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of the templates provided
with the Connect: RFQ module
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are automatically added to the Customs tab
within this area.
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So you won't find them
on the general system tab where you found
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most of your email message templates.
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If you have the RFQ module active,
those templates will be available
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on the custom tab.
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So each of those email templates
that are provided as part of the RFQ
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module are active by default,
meaning that when their trigger is hit,
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an email will be sent out
to the relevant party, which, depending
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on the email template, this could be
the suppliers that have been specified.
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It could be the person
that placed the order to notify
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that a supplier has placed a bid.
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For example,
any of the templates can be made inactive
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if you want to do so
by clicking on the edit icon
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on the end of the corresponding row.
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That will take you to the message
template details and you can deactivate it
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by just simply clicking this checkbox
and then clicking
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save.
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You can also edit the content
of those email templates
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within this same screen
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So if I go for example to the
request bid and go to edit
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so these
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templates can be amended
using the exact same methodology
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as other email message templates
that you may have worked on.
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And you can take a closer
look at that methodology
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by looking at the relevant
tutorial on email message templates.
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If you need an ID for that video,
it's BG 029.
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So by default,
you'll see there's a very basic structure
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where you can switch
also between the Code Mirror editor
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and the content template editor.
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If you want to build out a more
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easy on the email template, let's say
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and don't forget as well,
that you will need
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to utilize the provided tokens.
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So tokens are dynamic bits of information
that are pulled from elsewhere in Infigo.
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And when you're using the RFQ module,
you'll see that
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there is a separate section for RFQ
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related information.
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as a brief summary of the message
templates that are available.
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So as I mentioned, there's information
on this on the RFQ settings page,
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we have a request bit.
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So when the customer requests a quote,
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we will send a message to the relevant
suppliers.
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We have all bids received,
so once all of the relevant
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suppliers for that particular job
have actually place to bid
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will send an email to the customer
that placed the order
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to let them know
that all of the bids have been received
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and they can access them
in their saved quotes.
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We have no bids received,
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so this is if none of the suppliers
respond in the required timeframe,
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then the email will be triggered
to the customer to place the order
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no more available.
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So there's a few scenarios for this.
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So when the quote has a set lifespan
and the lifespan is invalid,
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we should send out an email
to all attached suppliers
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who did not place a bid informing them
that it's no longer valid
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for them to place a quotation.
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When we send out the supplier awarded
email, we'll also send an email
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to other suppliers
saying that it's no longer a valid quote,
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but then also when the user deletes
a quote manually,
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we would either inform the child,
quote, supplier or all suppliers
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who did not bid on the job.
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We also have bid placed,
so when a supplier places a bid,
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that message will go to the customer
who actually requested the quotation
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to say that one of the suppliers
has placed a bid.
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And then finally we have RFQ supplier won.
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So when the customer that requested
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the quotation
actually selects a particular quote,
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the supplier that actually won
that bid is notified
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via email as well.
