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Quoted Change Requests
What is the turnaround time for a change request?
What is the turnaround time for a change request?
Once the request for the change to the template is submitted to [email protected] with the following information:
The name and the link to the template in the workspace.
Outline of the requirements for the customisation.
A PDF mockup highlighting the requirements.
And the quote is approved, the change request will be completed within 30 days.
Can the request be expedited?
Can the request be expedited?
Expedited processing is not currently available. Requests are actioned as efficiently as possible, and many are completed ahead of the 30-day turnaround. However, timelines may vary, and some requests may require the full processing period.
Why is the template already showing on the server before a response is received?
Why is the template already showing on the server before a response is received?
This indicates that the request is actively being worked on. Once finalised, an email will be sent to review the changes.
Can changes be added after a quote is approved?
Can changes be added after a quote is approved?
Additional changes communicated after quote approval may require a new quote and may incur further fees.
What happens if a quote isn’t accepted in time?
What happens if a quote isn’t accepted in time?
Quotes expire after 7 days. If not accepted within that period, a new request will need to be submitted.
Why do changes incur fees?
Why do changes incur fees?
Some template changes may appear simple, but can be technically complex and require advanced knowledge of Django, CSS, and HTML. You can edit the templates yourself or hire an external developer with expertise in these languages. Fees apply when requesting assistance from the Uptick Professional Services due to the specialised work involved.
Email templates
How to customise and manage the Reply-To field in Uptick email templates?
How to customise and manage the Reply-To field in Uptick email templates?
In Uptick, managing the Reply-To field in your email templates can help ensure replies to emails are directed to the correct recipients. This guide explains how to fix common issues, remove incorrect Reply-To addresses, and add multiple addresses as needed. The Reply-To field in Uptick email templates is a dynamic field that determines where responses to sent emails are directed. Depending on the type of email (e.g., Service Quote or Defect Issuance), this field may be pre-populated with dynamic code or default to specific addresses.
Why Does the Reply-To Address Show My Personal Email?
Why Does the Reply-To Address Show My Personal Email?
If the Reply-To address in your email template displays your personal email, check the following:
Issuance Email Logic: In the issuance email template, the "Reply-To" setting may default to the sender's email. If no sender email is configured, it may fall back to a default service email. For example, the code might look like this:
#{{ issuance.sender.email|default:"[email protected]" }}.Email Template Used: Ensure that you are using the correct email template. The specific logic depends on whether you send emails via dispatch or defect quote templates. To resolve this, review and adjust the template's logic to match your desired configuration. Make sure the correct sender address is associated with the relevant email template.
How can I add multiple email addresses to the reply-to field?
How can I add multiple email addresses to the reply-to field?
To direct responses to multiple recipients:
Open the relevant email template from Control Panel > Email Templates.
In the "Reply-To string" field, enter multiple email addresses separated by commas. For example:
Save the changes. When configured, replies to the email will be sent to all listed addresses.
How can multiple email templates be used for appointment notifications?
How can multiple email templates be used for appointment notifications?
Create a new email template and set the category field to appointments_emails so that the template is selectable when sending notifications for upcoming appointments. Please do not make changes to the default email template for scheduled appointments.
Tips for Troubleshooting
Always preview your email template after making changes to verify that the Reply-To field is correctly populated.
If the template includes dynamic tags, confirm that the data referenced by the tags is accurate.
Contact Uptick support for assistance if issues persist despite updates to the template. By understanding and managing the Reply-To field in your email templates, you can ensure effective and directed communication in Uptick.