You can use the quote.sales_team_member and order.sales_team_member variables to show the name of the assigned salesperson in the quote and order emails sent to the customer.
Here is an example of how you can modify the default Order Sent to Customer Email Template to show the name of the salesperson the order is assigned to:
Default Code
Code to be modified highlighted in red:
Thank you<br/>
{{ site.name }} <a href="http://{{ site.primary_domain }}">{{ site.primary_domain }}</a><br/><br/><br/>
{{ message_html }}
Custom Code
Replace the code in red above with the code in red below, as follows:
Thank you<br/>
{% if order.has_sales_team_member? %}
{{ order.sales_team_member }}<br/>
{{ site.name }}<br/>
{% else %}
{{ site.name }}<br/>
{% endif %} <a href="http://{{ site.primary_domain }}">{{ site.primary_domain }}</a><br/><br/><br/>
{{ message_html }}
Result
Still have questions? Use the Search Tool at the top of the page to find more related guides. Need help? Click the icon to submit a support ticket – our Client Services team is ready to assist!
Comments
0 comments
Please sign in to leave a comment.