Best Practices for Quote Reminders
To maximize Marketing Automation, start with the provided defaults and only make adjustments after reviewing performance data. Ensure high email deliverability by prioritizing domain authorization and sending test emails to verify all content and merge fields. You should use discounts strategically by saving them for the final reminder rather than the first to protect your margins. Finally, maintain the merchant-facing track to prevent missed leads while consistently monitoring the activity log and dashboard metrics to ensure a strong return on investment.
Start With the Defaults
The app comes with best-practice reminder steps already configured for both the Saved and Finalized tracks. These defaults use an escalating approach — gentle reminders first, then urgency, then a discount incentive. We recommend starting with these defaults and adjusting only after you see how your customers respond.
Authorize Your Domain First
Before enabling reminders, take the time to verify your email domain. This is the single most impactful thing you can do for email deliverability. Emails from your own domain are far less likely to land in spam and far more likely to be opened.
Send Tests Before Going Live
Always send test emails to yourself before enabling a track. Check that subject lines read well, the email body makes sense, merge fields are populated, and any discount offers look correct.
Use Discounts Strategically
Avoid putting a discount on your first reminder step — customers who were planning to buy anyway should not be trained to wait for a discount. Instead, reserve discounts for the final step in your sequence. A small incentive (5–10%) on the last reminder can convert customers who would otherwise be lost.
Keep the Submitted Track Enabled
The merchant-facing Submitted Quotes Track costs nothing extra in terms of customer perception. It simply reminds your team to act on incoming quote requests. An unworked submitted quote is a guaranteed lost sale.
Review the Activity Log Regularly
Check the Recent Activity section periodically to see which reminders are being sent, whether any are failing, and whether customers are engaging (opening and clicking). This data helps you fine-tune your approach.
Monitor Your Metrics
The dashboard cards — especially Quotes Recovered and Conversion Rate — tell you whether marketing automation is paying for itself. Even a single recovered sale per month at a typical order value will far exceed the add-on cost.