On this page
The CMS does not invent a separate email product. Features emit events. Your site config says which emails and texts to send. A scheduled job sends what is due about every 15 minutes.
What you can ask your agent to change
- Wording and timing of lead follow-ups
- Who gets pinged about a new lead (
STAFF_NOTIFY_EMAILS,STAFF_NOTIFY_PHONES) - Automations for events such as
quote.sent,invoice.due,membership.started
There is no admin screen for this yet. See What to ask your agent.
Texts need opt-in
Never text a lead who did not tick the consent box. Keep that wording in line with /terms-of-service. Until Twilio is set up, texts are logged as simulated and everything else still works.
Local testing
On a developer machine, emails land in Mailpit instead of a real inbox. That is expected.
What this is not
This is not a marketing newsletter tool. It is follow-ups and receipts tied to leads, quotes, invoices, and plans.