Email Notifications

When You Receive Notifications

Trigger events:

1. ✅ Client accepts offer → Immediate email
2. 👁️ First view (Premium only) → Optional email
3. 📊 Daily/Weekly summary (Premium, future feature) → Digest email

Acceptance Notification Email

Sent automatically when:

• Client clicks “Accept Offer” button on public link page
• Acceptance form submitted successfully
• Database updated with acceptance data

Email recipient:

• Primary: Notification Email (set in Company Data settings)
• Fallback: WordPress admin email (if notification email empty)

Email content:

Subject: [Your Company] Offer Accepted: OF/251126-01

Good news! Your offer has been accepted.

Offer Details:
- Offer No: OF/251126-01
- Title: Staircase Project for John Smith

Accepted by:
- Name: John Smith
- Date: 2025-11-26 14:30:05
- Location: New York, USA
- IP: 192.168.1.100

Client Comment:
"Looks great! When can you start?"

View offers list:
https://yoursite.com/wp-admin/edit.php?post_type=oferta

Email includes:

• Offer number and title
• Client name (from acceptance form)
• Acceptance date/time
• Client location (city, country)
• Client IP address
• Optional client comment (if provided)
• Direct link to admin offers list

Configuring Notification Email

Go to: Quotes → Company Data

Field: “Notification Email”

• Label: “Email address for client acceptance notifications”
• Placeholder: Shows WordPress admin email
• If empty: Uses WordPress admin email automatically
• Example: sales@yourcompany.com

Best practices:

• Use shared team email (sales@, quotes@)
• Set up email forwarding rules
• Add to CRM system via email integration
• Check spam folder if notifications not arriving

Email Deliverability

Factors affecting delivery:

1. WordPress email configuration
   • Uses wp_mail() function
   • Depends on server SMTP settings
   • May go to spam without proper SPF/DKIM
2. Recommended plugins for better delivery:
   • WP Mail SMTP – Configure SMTP (Gmail, SendGrid, etc.)
   • Post SMTP – Professional email sending
   • Mailgun – Transactional email service
3. Testing notifications:
   • Create test offer
   • Generate public link
   • Open in incognito/private browser
   • Accept offer with test data
   • Check email inbox (and spam folder)