Estimate emails dropped - New idea!

[KhianaKlatt]

Hey everyone!

I have noticed as I do our followups that I have had some customers who aren't receiving our estimates via email. When I go back and check the audit trail it shows that the estimate emails have bounced or been dropped. I created an idea to receive alerts when this happens so that we aren't missing out on these opportunities/sales. Please vote for this idea here: 

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3048

I also reached out to support RE this to see if there is anything that they can do from their end and they said: "If there are just a couple of emails that need to be removed from the bounce list, you can reach out to us, but if the number of bounced emails is large, then yes, please reach out to your CSM. When it comes to an alert, you already have Email Delivery Failed set up. For statuses such as bounced or dropped, as far as I know, currently, there is no such sort of alert." They can remove emails from bouncing on their backend however, there currently is no email alert for estimates being dropped/bounced. 

Please help upvote this idea! 🙂

[Miranda]

@KhianaKlatt I don't know how all this works because I'm not super tech savvy, but I do know that I receive text alerts on my work cell phone whenever an email is bounced or dropped. I can try to find out from my boss more about this if you would like me to. 

[KhianaKlatt]

Yes, please let me know how this works if you can find out more info from your boss. Thanks Miranda!! 🙂

[Miranda]

You're welcome! 🙂

[JessicaSmith]

Like Miranda said, this alert exists! I actually have Zapier grab the alert from my email and create a task in task management so I ensure it's not missed.

[KhianaKlatt]

Thanks Jessica! So Zapier is grabbing the alert from your email however, I am not receiving this email alert although I have email notifications set up I am told. Do you have any suggestions for this?

[JessicaSmith · Accepted solution]

Settings-Integrations-Alerts, and then create an email delivery failed alert. Confirm you have that set up please!

[CWilkins]

@KhianaKlatt I second what @JessicaSmith  said. That is where you'll want to create those alerts. You will also see other alerts there that may be a huge help!

[Miranda]

Thank you @JessicaSmith!