Contact completion – What does the customer see?

Inhaltsverzeichnis

Email to the interested party
Input form

Email to the interested party

When you have sent the contact completion, the customer will receive an email with the configured text, your logo and a link to the data.

Notice:

It should be noted that the sent link expires after a period of 14 days and then can no longer be used.

Input form

Whether you have sent the direct contact completion or a serial contact completion does not matter for the function. When the customer clicks on the link in the email, he always gets to see the same form.

Via the link in the email, the interested party can now view, update and complete his data. In the area ‘Your search request’ up to 5 search profiles can be edited, deleted or also created.

For the “Edit” mode you can select in the Basic settings >> Automation >> General >> Contact completion category whether all or only the first search profile is sent to the customer for editing.

If the interested party deletes a search profile, it will be set to inactive in the contact. Only onOffice users can really delete search profiles. If a search profile is newly created or deactivated via the contact completion, this is entered in the ‘internal remarks’ of the search profile.

Contacts