110 comments found.
Hi there, do you have a documentation page/file for this module?
Thanks, Peter
Hello
Not yet. But I started to prepare.
Hi, is this can I use the email template for existing quotation, invoices, emails sent out by perfex? I can’t find any setting & screenshot that shows the template can be used with invoices/quote/etc. Please share demo or screenshot if this is possible.
Hello,
Thank you for your interest in my module.
No, these templates cannot be used instead of Perfex CRM’s own templates. these are different template design. But you can create your own custom template triggers. Check it out here. https://demo1.suitedigital.net/admin/email_template_manage/trigger
Thank you
Ok nice. If i understand it correctly, if so, when new invoice/quote created, it will use default perfex template, correct? And for other invoices statuses, I can disable the default template, and use the trigger function to send using my custom template, correct? Will this plugin support custom fields too?
Yes you can use it this way.
Custom fields do not appear in the merge field list, but if you add the template {custom_field_slug} value, it will be accepted.
I created a special field for the invoice for you to test. You can add temporalte as {invoice_custom_field}.
I created a template called “invoice custom field test”. You can check it too
Hello !! I have purchased the module, but I am realizing that the email templates do not render html when they are sent? Does it only support plain text? How can I get the templates sent in HTML?
Hello,
It supports HTML characters. Tempalte needs to be sent the same way it was created.
Can you save the html template you created on my demo site? I will test that template. Or my e-mail address is available in the module description. You can create a test user and send me the information via e-mail.
Thank you
Hi The second issue is that ONLY the Admin can see the tag SEND EMAIL. How to activate this function also the to managers?
Hello,
There is “Email Template Manage” permission in the permission list.
Make sure this permission is active for your staff or role group.
If the problem persists, please contact me via e-mail.
Thank you.
Hi, we tried but it does not work. We believe its a bug.
The staff you tested in the demo is not an admin. But the send mail buttons are visible, right?
My email address is available in the module description on the module installation screen.
Can you create a test user and send me the information by e-mail?
Thanks
Hi, this issue is fixed. The problem is that now every staff member see the others custom email template. This is not nice :-/
As far as I know, you will be very helpful in developing my module 
I will add this and any other feature you want. But I will need a few days
Thanks so much. Another note, ADMIN shall see under “Email Log” the STAFF MEMBER who sent a message as well
I added this to my to-do list. Thank you
Hello,
The update you requested has been added.
Great, how to update this?
Download the current version. Install the module as if you were installing it for the first time.
If any problems occur, you can contact me via email.
Perfect, it works fine
One issue, ADMIN shall we able to DELETE Email Log as well.
Of course. I will activate it in the next update.
Hi There is a problem, how to show as SENDER of the Email the Name of the Staff Person currently sending the specific Email?
Hello,
Thank you for your interest in my module.
I will make a settings page for this. I will activate it in a few days.
Is it ready?
Hello, is this ready?
Hello
It was activated in this update. The name of the sending staff appears in the from section.
can you check ?
If the name of the staff is not available, can you create a test user and send me an e-mail?
thank you
Here the issues:
1. DIFFERENT USER can see others USERS TEMPLATES. EACH USER MUST BE ABLE TO CUSTOMIZE ITS OWN TEMPLATE without having other users seeing this. 2. Need to be able to include the sender USER EMAIL And NAME as SENDER.
Did you see that there is a “public” option in the template detail?
Send an email to my Gmail account. My e-mail address is in the MODULE DESCRIPTION. I will send screenshots. I will connect to your account and check.
WHY DO YOU STUBIOUSLY WRITE HERE!!!!!!
Hello, the issue related to (1) is fixed. The only issue is related to the SENDER details (Shall be from each USER)
Sender USER Details means: Custom Name + User Email (not noreply@)
No. The email address must be an SMTP email address. Not every server supports what you want. The name of your staff will appear in the email, but the email address will be your SMTP-defined email address.
If you are using a module where you can set up different SMTP settings for each of your staff, that’s different. I’ll try to make it compatible with commonly used email SMTP modules for Perfex CRM.
If I can’t manage this, I’ll open a settings page and add an option to define different SMTP settings for your staff. But this is a lengthy process. It’s not something that will be done in three or four days.
As a result, please send me your FTP credentials. I’ll add the user’s email address instead of the SMTP email address. Check if your server supports it. If it does, you can use it that way. If it doesn’t, I’ll revert to the previous state and you’ll have to wait for me to make updates for a few weeks.
Thank you.
A few issue: 1. The name of the staff member appear as SENDER however we would like to add this format: Name Surname | Company Name as SENDER. Any idea?
2. exactly, a different SMTP per user is what we need. There is another issue, we cannot save the password of the Email on PERFEX. Is there any way to avoid this? Ideally we want to use PERFEX only to send Email but not to receive Email. The Email will be processed on /webmail of the server so that we will not be liable for any breach of PERFEX.
Any progress?
I will update tomorrow.
in this update - code improvement - There will be a mail log deletion process.
You will not be able to assign SMTP to your staff, but if there is a module that you can assign SMTP to your staff, it will most likely work integrated with it.
Hi. I have Perfex CRM. I am considering buying your module also to perform the following:
Please confirm that your module does all of the following:
1) Allows me to send emails to individual leads. 2) Allows me to send emails to bulk leads 3) Allows me to add prepopulated fields to emails such as {first-name} {company-name} etc from the crm 4) Allows me to add an unsubscribe link to the email which will unsubscribe the lead from the crm 5) Allows me to create multiple templates 6) Allows me to send emails periodically in batches
Please confirm which of these your product will do and any limitations that it may have.
Many thanks
Hello,
I’m glad to see your interest in my module.
This version do everything except sending bulk emails to leads.
Point 3: The merge field you add should be relevant. For example, if you use a field related to an opportunity in an invoice trigger, that field won’t be filled.
Here are the features I plan to add in the next version:
- Option to create triggers for tickets - Adding an email send button to the lists or details of invoices, projects, tasks, proposals, estimates, contracts, and tickets (if supported as a module). From there, you’ll be able to select and send the prepared template. - Ability to send bulk emails to selected sources or selected leads statuses, just like with clients.
There is my e-mail address in the module description. If you have any problems or request improvement, you can contact me there.
Thank you.
Hi.
Thanks for your reply. Apologies, I cant find your email address.
I need to be able to send emails to my leads. For example 200 leads per time to send them all an event invite.
The email that I will be sending will be the same for all of them but it will prepopulate their name and company name from the crm database. Is this something that your plugin can do?
You can see my e-mail address when you purchase the module and install it on your own system.
It is difficult to do this in this version. You need to select each lead one by one and then send an e-mail to the selected ones.
In my next version (to be completed in March), I will add the option to send mass e-mails depending on the status or source of the lead. In this way, you will be able to send mass e-mails to the situations you want.
Hello,
I updated it. You can send mass emails to 200 different leads.
The lead information will be automatically filled from the database.
Thanks
Hi.
Many thanks.
One other question.
Will is show me email which emails have been sent, read, delivered and bounced?
Many thanks
Hi
You can see all sent emails in the “Email Log” section.
In this section, you can track the e-mail status, sending time, e-mail content, and opening status of the e-mail.
NOTE: If the e-mail comes to you as bcc and you open the e-mail, it will be marked as opened.
That’s great. Thanks. However many similar modules have the ability to track if the emails are delivered or if they bounce. Can yours do this?
You can track whether the sent e-mail has been sent to the other party successfully or not. If there was an error during shipping, you can track the cause of the error.
https://demo1.suitedigital.net/admin/email_template_manage/timer Click the “View Logs” button in the list. https://demo1.suitedigital.net/admin/email_template_manage/mail_log The status here delivers the sending status of the e-mail. Click on the view link for a record that is error. You will see the reason for the error.All features are active in the demo. But unfortunately I could not prepare a detailed user manual. I will add it when I prepare it.
Yes but can your plugin check if the emails have bounced?
My plugin does not have the capability to check for bounced emails. only logs the successful delivery of emails from your server. Unfortunately, The plugin do not have the ability to confirm whether the emails have successfully reached the recipient.
Hello,
I don’t know what I’m doing wrong, I’ve created an email template with merge field recovery : First name Last name Start task Name of task
When my email is created, I have the customer’s first and last name, but I don’t have the name or date of the job I previously created and assigned to the customer in question.
Could you please tell me where I went wrong?
Regards,
Michael
Hello Michael
My email address is available in the module description on the module installation screen.
Can you create a test user and send me the information by e-mail?
Thanks
Sure ! Is done.
Hi, We are currently exploring options for a script that allows users to add multiple emails for sending campaigns. While researching, we came across your platform and wanted to inquire about its capabilities.
Specifically, we would like to know if your script supports the functionality of adding multiple emails for campaign purposes. Additionally, we are interested in understanding if similar functionality can be extended to other websites beyond the ones listed on your platform, such as https://instantly.ai/ and https://mystrika.com/email-warmup/.
Furthermore, we are curious about the hosting requirements for your script. Would it be compatible with shared hosting, or is a VPS (Virtual Private Server) necessary? As we have over 100 users who may engage in multiple campaigns, cost-effectiveness is a crucial factor for us. Therefore, we would appreciate any insights into whether shared hosting could support the script efficiently or if a VPS is required.
Thank you for your time and assistance. We look forward to hearing from you and learning more about how your script can meet our requirements.
Hello,
This is not a separate system. It is an add-on to the Perfex CRM program. If you are not using Perfex CRM, this module will not be useful to you.
Perfex CRM already runs on your own server. You can add it to your Perfex CRM program from the modules section. You don’t need to do anything other than this.
Thank you also for the links you sent. I’ll check it out and see if there’s anything I can add to my module.
I hope I was able to clarify your questions.
Thank you
Hi, I have the module installed and it’s a great tool, thanks!
I have 2 questions.
1. I’m using Advanced Email System to send emails from individual staff members, but I don’t think it’s working with your module. Can you confirm? I am only able to send messages it seems from the admin email address.
https://codecanyon.net/item/advanced-email-system-for-perfex-crm/396956532. Is there no way to insert merge field for the staff members email signature in the email templates?
Thanks!
Hi,
I’m glad that you like my module. I’ll soon release an update with trigger features. You will be able to create custom triggers for records such as invoices, proposals, projects, and contracts. I hope this update will encourage you to use the module even more.
1 – Yes, it works based on the admin email information saved in Perfex settings. I’ll review the module you sent and I check if it’s possible to send it using the email details registered for staff.
2 – I will add the staff signature in my update.
Thank you again
Thank you for the quick response. If you could get it working with the advanced email module it would certainly make this an invaluable tool for Perfex users!
Hopefully, you can add this functionality soon, as for us it’s the most important when staff is sending individual emails out from the contact or leads profile
I saw notes on your other upcoming edits:
“In my next version (to be completed in March), I will add the option to send mass e-mails depending on the status or source of the lead. In this way, you will be able to send mass e-mails to the situations you want.”
I’d like to suggest either a custom field option to have the list be filtered by or “contact group” field that can be set for each contact of the company so you are not sending the email to every person at each company when you filter out the recipient list. Thanks!
Hello ,
I made this update. I also added the signature feature you requested. You can see it in the other merge field list at the bottom of the template detail.
You can send emails from invoice list, contract list, proposal list, project list, task list and project list.
Emails sent from the Timer section go to the customer’s primary contact.
Emails set and sent in theTrigger section are also sent according to the Email Notifications you have activated in the contact detail.
There is my e-mail address in the model description you uploaded.
Please feel free to share your development requests and suggestions regarding this module with me.
Thank you
Great looking plugin so far, but would it not be worth putting the email template section under the settings panel instead?
Thank you for showing interest in my module and for your suggestion.
I will consider your suggestion.
In my update plans is to collect all emails sent from the system under customers and leads. This way, you will be able to track the status of sent emails.
Additionally, I will add reminder system. For example, if you have an unpaid invoice, you will be able to send a reminder email to your sales representative and customer one week before the due date. Similarly, you will be able to set up reminders for projects, proposals, contracts, or tasks.
