Hello Infusionsofters, I’m hoping you clever people can help me…
We are having issues with form submission, both internal and web forms.
Firstly, I should note the nature of our business is service and we offer multiple trades.
Sometimes a customer calls the call centre and books multiple jobs. For example: A customer may want to book a plumber on Wed at 7:00am and an electrician of Friday at 12pm. We use internal and external forms (on our intranet) in the call centre to send job confirmation emails.
However, I am trying to figure out a way in which a CSR can fill out a form twice and not have it override the previous submission - so that the customer receives two separate confirmation emails with relevant booking details on each. Currently, the issue is that the customer either only receives 1 confirmation email, or receives 2 with the same details.
- I have drafted a new campaign I am yet to test, which has separate fields for separate job bookings. e.g. Job Booking 1 details, Job Booking 2 details etc. This information is then put into one confirmation email - this is the only workaround I have come up with.
Also, our CSR’s are getting complaints that customers are receiving 2 confirmation emails (for one job booking) despite the CSR only filling out and submitting the form once. Is this a glitch? The CSR’s have assured me they aren’t clicking the button twice.