When you set up a new selection profile for a customer, or before a regular club release, you can send an e-mail to confirm the selections.
To confirm customer selections:
In the Customer list, select one customer who has made a selection.
From the Actions menu, choose Send to Customer : Email Selection Confirmation : Sample. Manager sends you a sample of the e-mail it will send to the customer.
To change any details of the confirmation e-mail, edit the 'Selection Confirmation' template (see Editing message templates).
When youʼve confirmed that the e-mailʼs contents are correct, select all the customers who will receive the confirmation.
From the Actions menu, choose Send to Customer : Email Selection Confirmation.
To allow members to change their selections before a club release, the confirmation e-mail contains a link to the member choice page on your web site. Changes made there are reflected immediately in the Customer record in Λctiv8 Manager.
↑ Managing customer selections
Creating a selection from inventory
Customer Selection data entry
Creating selections from a package
Confirming customer selections
Deleting pending selections
Customer selection reports
Enabling selections on web pages