Email Automation Rules in Brief (Training 3)

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To start working with the MoveBoard you should review your Emails first.

In this article you will find a short description of Email Automation Rules in the system.

Email Rules in Brief

NOTE: To read more about each Email Template click on Template Name (in AUTOMATION RULE column) in the table below:

Section Automation Rule When an Email is Sent
New Client Greeting Email with Login and Password By default, this Email is sent to a Client automatically when they are new in the system.
New Request Local Move By default, this Email is automatically sent to a Client when a Local Move Request is created and you want to provide your Client with an Estimated Quote.
Long Distance By default, this Email is automatically sent to a Client when a Long Distance Request is created and you want to provide your Client with an Estimated Quote.
Moving and Storage By default, this Email is automatically sent to a Client when a Moving and Storage Request is created and you want to provide your Client with an Estimated Quote.
Flat Rate By default, this Email is automatically sent to a Client when a Flat Rate Request is created and you want to ask your Client to add Inventory and Move Details to provide them with fixed pricing for their convenience.
Loading Help By default, this Email is automatically sent to a Client when a Loading Help Request is created and you want to provide your Client with an Estimated Quote.
Unloading Help By default, this Email is automatically sent to a Client when an Unloading Help Request is created and you want to provide your Client with an Estimated Quote.
Packing Day By default, this Email is automatically sent to a Client when a Packing Day Request is created from MoveBoard and you want to provide your Client with an Estimated Quote of the move.
Request without quote This Email works for the Leads that come from Lead Providers.
Reminder No Activity on an Unconfirmed Request By default, the system sends this Email when there is no activity on your Client’s Account Page for 2 days and when the status of a Request is Not Confirmed.
Your Move is Tomorrow By default, this Email is sent to your Clients one day before the actual day of the move.
Your Move is in 5 days By default, this Email is sent to your Clients 5 days before the actual day of the move.
Reminder Reservation paid/not confirmed By default, the system sends this Email one day after the reservation was paid NOT from a Client’s Account Page.
Storage Reminder 1 The Email is an invoice sent to a Client when their storage fee is several days overdue.
Storage Reminder 2 The Email is an invoice sent to a Client when their storage fee is some more days overdue (in accordance with the settings you made).
Storage Reminder 3 The Email is an invoice sent to a Client as the last Reminder before a Client gets a Storage Late Fee Invoice.
Send Options Flat Rate This Email will automatically be sent to your Client when you suggest options for their Flat Rate Move.
Move Review Reminder The Email is usually sent to a Client after the Job is completed to ask them to assess your work.
Send if Review was a Success The aim of the Email is to thank your Client for their assessment of your job as well as to ask them to write a review about your company.
Send if Review was a Failure The aim of the Email is to thank your Client for their feedback which will later help you to improve your services.
Send when contract was submitted By default, this Email will automatically be sent to your Client as soon as the contract was submitted by a Foreman.
Status Change Not Confirmed Local By default, two Emails are sent to your Client when you change the status of a Local Move Request from Pending to Not Confirmed.
Confirmed Loading Help By default, the Email will be sent to a Client when the status of a Loading Help Request will be changed to Confirmed.
Not Confirmed Loading Help By default, the system sends the Email to a Client when the status of a Loading Help Request is changed to Not Confirmed.
Confirmed Unloading Help By default, the Email will be sent to a Client when the status of an Unloading Help Request is changed to Confirmed.
Not Confirmed Unloading Help By default, the system sends the Email to a Client when the status of an Unloading Help Request will be changed to Not Confirmed.
Confirmed Local By default, two Emails are sent to your Client when you change the status of a Local Move Request from Not Confirmed to Confirmed.
Not Confirmed Moving with Storage By default, this Email is sent to your Client when you change the status of a Moving with Storage Request from Pending to Not Confirmed.
Conformed Moving with Storage By default, the Email will be sent to a Client when the status of a Moving with Storage Request will be changed to Confirmed.
Not Confirmed Long Distance By default, two Emails are sent to your Client when you change the status of a Long Distance Request from Pending to Not Confirmed.
Confirmed Long Distance By default, two Emails will be sent to a Client when the status of a Long Distance Request will be changed to Confirmed.
Not confirmed Flat Rate By default, this Email is sent to your Client when you change the status of a Flat Rate Request from Pending to Not Confirmed.
Confirmed Flat Rate By default, two Emails are sent to your Client when you change the status of a Flat Rate Request from Not Confirmed to Confirmed.
Expired The aim of the Email is to warn your Client that their Request was automatically canceled because their Confirmation time has run out.
We are not available By default, this Email will be sent to a Client when you change the status of a Request to We are not available.
Calceled By default, this Email will be sent to a Client when you change the status of a Request to Canceled.
Not Confirmed Packing Day By default, this Email is sent to your Client when you change the status of a Packing Day Request from Pending to Not Confirmed.
Confirmed Packing Day By default, this Email is sent to your Client when you change the status of a Packing Day Request from Not Confirmed to Confirmed.
 Misc Restore Password Email Your Clients automatically get this Email in case they forget their password.
New Message was sent By default, this Notification Email will be sent to your Client and a person assigned to the job if they send messages to each other.
Complete the confirmation process By default, the system sends this Email right away after the reservation was paid NOT from a Client’s Account Page.
Notification send mail You can get Notifications from MoveBoard by email.
Admin   Send to Admin when New Request was created By default, this Email is sent to your company’s Email address as soon as a New Request is created.
Send to Admin when Request was Confirmed By default, this Email is sent to your company’s Email address as soon as a Request is transferred to Confirmed Requests.
Send to Foreman when Admin assigned work By default, a Foreman assigned to a Job by an Admin will receive this Notification Email as soon as they get a Job.
Client Job is completed By default, this Email will automatically be sent to your Client when the Job is completed.
Invoice Moving invoice template A Moving Invoice can be created and sent to a Client right from a request form.
Storage invoice template You can send Storage Invoices to a Client manually OR make the system send them automatically every month.
Storage fee invoice template By default, a Client will receive the Email when their Storage Monthly Fee is several days overdue.
Agent folio invoice template You can send Invoices to Agents when dealing with Long Distance Moves.
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