Trigger Event | Recipient | Email Content |
---|---|---|
New Account Creation | Setup Wizard Contact | Welcome to the iCFM system, *Contact Name*! Site URL: To access the CETA Ignition application, please open https://cetajess.cetacloud.tv/setup. Credentials: Your administrator login is *Contact Email* Using Ignition: Ignition is our onboarding platform. Within Ignition, you can set up all the options we need to get your iCFM instance up and running. Please read the instructions carefully and if you have any questions or problems, you can contact us via the chat widget which is in the bottom right corner of the page. Customer Agreement: Please see attached a PDF copy of our customer agreement, as recently accepted on our website. If you did not recently accept the terms of this agreement, please contact CETA immediately. |
New User Creation | Admin Options > User Information > Search | Site URL: Username: Password: Full Name: Initials: Job Title: |
Quote Authorisation Request (User exceeds Quote Limit) | Main Menu > Admin Options > Project Type Editor > quoteauthemail | REQUESTED BY: *User Name* CLIENT: *Client Name* QUOTE ID: *Quote ID* PROJECT TYPE: *Project Type* PRODUCTION: Skippy Peanut Butter PROJECT #: *Project #* TITLE: *Project Title* OUR CONTACT: *Our Contact* START DATE: *Start Date* END DATE: *End Date* RATECARD TOTAL: *Rate Card Prices* QUOTED TOTAL: *Quote Total* DISCOUNT VALUE: *Discount Total* DISCOUNT: *Discount %* MARGIN: *Margin %* QUOTE CONTENTS: Quantity | Description | Time | Unit | Charge Total |
Quote Authorisation Confirmation | Quote Authorisation Requester | REQUESTED BY: *User Name* CLIENT: *Client Name* QUOTE ID: *Quote ID* PROJECT TYPE: *Project Type* PRODUCTION: Skippy Peanut Butter PROJECT #: *Project #* TITLE: *Project Title* OUR CONTACT: *Our Contact* START DATE: *Start Date* END DATE: *End Date* RATECARD TOTAL: *Rate Card Prices* QUOTED TOTAL: *Quote Total* DISCOUNT VALUE: *Discount Total* DISCOUNT: *Discount %* MARGIN: *Margin %* QUOTE CONTENTS: Quantity | Description | Time | Unit | Charge | Total |
Quote Confirmation | Main Menu > Admin Options > Project Type Editor > quoteconfirmedemail | REQUESTED BY: *User Name* CLIENT: *Client Name* QUOTE ID: *Quote ID* PROJECT TYPE: *Project Type* PRODUCTION: Skippy Peanut Butter PROJECT #: *Project #* TITLE: *Project Title* OUR CONTACT: *Our Contact* START DATE: *Start Date* END DATE: *End Date* RATECARD TOTAL: *Rate Card Prices* QUOTED TOTAL: *Quote Total* DISCOUNT VALUE: *Discount Total* DISCOUNT: *Discount %* MARGIN: *Margin %* QUOTE CONTENTS: Quantity | Description | Time | Unit | Charge Total |
PO Authorisation Request | Setup Wizard Department Contact | REQUESTED BY: *User Name* DELIVERY DATE: *Request Date* TOTAL VALUE: *Order Value* ORDER ID: *Order ID* SUPPLIER: *Supplier Company* EMAIL: *Supplier Email Address* TEL: *Supplier Telephone* ORDER CONTENTS: Quantity | Description | Unit | Charge | Total |
projectliveemail |
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