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  1. Blesta Core
  2. CORE-1786

Allow welcome emails to be re-generated and sent to the client

    Details

    • Type: New Feature
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: 3.5.0
    • Fix Version/s: 5.9.0-b1
    • Component/s: Staff Interface
    • Labels:
      None

      Description

      Often times services are manually entered into Blesta that are pre-existing, or staff opts not to send a welcome email at the time of service creation. Later, it may be necessary to send a welcome email to the client for a service for which no welcome email was originally sent.

      When managing a service as staff, add an option to "Resend Welcome Email". This should send a welcome email to the client for this service.

      **Location

      I would suggest adding it to the drop down for Actions. Selecting "Resend Welcome Email" would populate a text field below it that contains the clients email address by default, but allowing a different email address to be entered. It should also contain a copy of the email generated and pre-filled into the HTML and text areas of a form that looks similar to the Email Client form under their profile > Actions. This would allow admins to see the email content and manually edit if necessary prior to sending. Since the service meta data we have may not be accurate or may be missing, this seems like the best way to go.

      It's possible that some information may not be available to the template after it is provisioned, depending on how the module handles the data and whether it is stored locally. Not sure there is much we could do about that, but we should discuss possible cases where this would be an issue.

        Issue Links

          Activity

          admin Paul Phillips created issue -
          admin Paul Phillips made changes -
          Field Original Value New Value
          Fix Version/s Short Term [ 10800 ]
          tyson Tyson Phillips (Inactive) made changes -
          Link This issue relates to CORE-1725 [ CORE-1725 ]
          tyson Tyson Phillips (Inactive) made changes -
          Rank Ranked higher
          admin Paul Phillips made changes -
          Description Often times services are manually entered into Blesta that are pre-existing, or staff opts not to send a welcome email at the time of service creation. Later, it may be necessary to send a welcome email to the client for a service for which no welcome email was originally sent.

          When managing a service as staff, add an option to "Resend Welcome Email". This should send a welcome email to the client for this service.

          **Location

          I would suggest adding it to the drop down for Actions. Selecting "Resend Welcome Email" would populate a text field below it that contains the clients email address by default, but allowing a different email address to be entered.

          It's possible that some information may not be available to the template after it is provisioned, depending on how the module handles the data and whether it is stored locally. Not sure there is much we could do about that, but we should discuss possible cases where this would be an issue.
          Often times services are manually entered into Blesta that are pre-existing, or staff opts not to send a welcome email at the time of service creation. Later, it may be necessary to send a welcome email to the client for a service for which no welcome email was originally sent.

          When managing a service as staff, add an option to "Resend Welcome Email". This should send a welcome email to the client for this service.

          **Location

          I would suggest adding it to the drop down for Actions. Selecting "Resend Welcome Email" would populate a text field below it that contains the clients email address by default, but allowing a different email address to be entered. It should also contain a copy of the email generated and pre-filled into the HTML and text areas of a form that looks similar to the Email Client form under their profile > Actions. This would allow admins to see the email content and manually edit if necessary prior to sending. Since the service meta data we have may not be accurate or may be missing, this seems like the best way to go.

          It's possible that some information may not be available to the template after it is provisioned, depending on how the module handles the data and whether it is stored locally. Not sure there is much we could do about that, but we should discuss possible cases where this would be an issue.
          admin Paul Phillips made changes -
          Rank Ranked higher
          admin Paul Phillips made changes -
          Fix Version/s 5.9.0-b1 [ 11901 ]
          Fix Version/s Short Term [ 10800 ]
          jonathan Jonathan Reissmueller made changes -
          Sprint 5.9.0 Sprint 2 [ 183 ]
          abdy Abdy Franco made changes -
          Assignee Tyson Phillips [ tyson ] Abdy Franco [ abdy ]
          abdy Abdy Franco made changes -
          Status Open [ 1 ] In Progress [ 3 ]
          abdy Abdy Franco made changes -
          Remaining Estimate 0 minutes [ 0 ]
          Time Spent 19 minutes [ 1140 ]
          Worklog Id 16566 [ 16566 ]
          abdy Abdy Franco made changes -
          Time Spent 19 minutes [ 1140 ] 1 day, 15 minutes [ 29700 ]
          Worklog Id 16567 [ 16567 ]
          abdy Abdy Franco made changes -
          Time Spent 1 day, 15 minutes [ 29700 ] 1 day, 4 hours, 10 minutes [ 43800 ]
          Worklog Id 16568 [ 16568 ]
          abdy Abdy Franco made changes -
          Status In Progress [ 3 ] In Review [ 5 ]
          Resolution Fixed [ 1 ]
          abdy Abdy Franco made changes -
          Time Spent 1 day, 4 hours, 10 minutes [ 43800 ] 1 day, 4 hours, 15 minutes [ 44100 ]
          Worklog Id 16579 [ 16579 ]
          abdy Abdy Franco made changes -
          Time Spent 1 day, 4 hours, 15 minutes [ 44100 ] 1 day, 5 hours, 2 minutes [ 46920 ]
          Worklog Id 16584 [ 16584 ]
          jonathan Jonathan Reissmueller made changes -
          Status In Review [ 5 ] Closed [ 6 ]

            People

            • Assignee:
              abdy Abdy Franco
              Reporter:
              admin Paul Phillips
            • Votes:
              0 Vote for this issue
              Watchers:
              1 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved:
                Fix Release Date:
                15/Dec/23

                Time Tracking

                Estimated:
                Original Estimate - Not Specified
                Not Specified
                Remaining:
                Remaining Estimate - 0 minutes
                0m
                Logged:
                Time Spent - 1 day, 5 hours, 2 minutes
                1d 5h 2m

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