Delivering emails to your clients’ inboxes is an important part of your clients’ credit repair journey. You may find this document helpful if your client/affiliate isn’t receiving their welcome and login details, reset password, and other emails. This article will go over the default settings for email notifications and other troubleshooting tips that you can share with your clients/affiliates.
Table of contents:
To start, make sure you have the following:
How can I edit the default automated notifications?
If you've kept your default settings in your account, you should be receiving a copy of all emails sent to your clients/affiliates. That way, you'll always know that the emails are sent.
What are the default automated notifications?
Copy me on all automated emails sent to clients, affiliates, and team members.
Copy my team members on all automated emails sent to clients assigned to them.
Send new lead notifications to the account Admin.
Send new affiliate notifications to the account Admin.
Send client onboarding notifications to the account Admin.
Editing the default automated notifications
Check the boxes next to each option as needed
You don’t need to click on a ‘Save’ button to edit these settings. As soon as you select an option, the change will be saved.
How can I verify if the login details were sent to a client?
Click on Clients
Hover over the blue checklist icon next to the client’s name to see the date and time when the login details were sent
If no icon is shown, it means that the login details email hasn’t been sent yet because the client portal is disabled or the person is still marked as a lead.
Tips to help your clients/affiliates with email issues
Make sure your client/affiliate is checking their Spam and/or Promotions folder
Email issues are generally on the client's end (with their devices, their spam filter, or their email provider). If you're having clients do things online, you'll often wind up doing a lot of tech support. It's all part of the gig.
Double-check if the client’s/affiliate’s email address is spelled correctly
Make sure that you are not blacklisted for spamming
You can use this quick tool to run a blacklist check https://mxtoolbox.com/blacklists.aspx.
Also, please read this related article.
If you are using Mandrill:
In this scenario, all emails would send through your Mandrill account, which gives you tools to see the status of all emails processed by Mandrill. We recommend you log in to your Mandrill account to see if there’s an issue with your email sending. Also, please keep in mind we no longer recommend using Mandrill for your email sending.
As a final solution, you might ask the client/affiliate to provide a different email address and resend their login details to the new address