Crea y aplica plantillas de solicitud de clientes

Client requests help you gather information quickly. Use templates for common cases where you may request the same information from different clients (e.g., Update Info or Year-End Checklist) to streamline and automate requests.

Crear plantillas de solicitudes de clientes

Client request templates can be created by a firm owner, an admin, or any team member with access rights to manage templates . 

1. Start the template creation in one of several convenient ways: 

• Go to Templates > Firm templates from the left menu bar, select Client requests, then click Create template.

• Start creating a client request, and in the Template field, select Create client request template.  

• When you have created a client request and are ready to send it, select the Save as template checkbox at the bottom of the request creation sidebar.

• From the pipeline editing page , add the Create client request automation and click New template.

  2. Fill out the  Create client requests template sidebar and click Save.

Client request template screen overview

Below, we explain the numbered sections in the client request template screen creation:

a. Template name: Enter the name that will be displayed in the portal (your clients won’t see it).

b. Message for client (Optional): ** Explain the task using formatting, emojis and links. When your client gets an email notification about the request, this message will be displayed in the email body. You can also include account and date shortcodes .

c. Client request name: Specify the name that will be displayed in the client portal as well as in the email. 

d. Add question: Click Add question and fill in the fields. By clicking the gear icon, you can make the question optional and add a hint about filling in. For details on question types, go here . 

e. Text block: Click to drop a block of text. You can add links, embed videos and paste emojis in text blocks.

f. Reminders (Optional): Set up reminders to automatically remind clients of pending requests. 

g. Require sign-in: Give clients the option to respond with or without logging in. If the required sign-in option is disabled, clients can access only the specific client request; no other client data will be accessible, ensuring the security of their information. 

Aplicar plantillas de solicitud de clientes

h. Save: Click to save the temaplete for a future use.

Una vez que hayas creado una plantilla, estás listo para utilizarla para recopilar datos de los clientes: 

1. Start creating the new client request .

2. Select the account(s).

3. Click the Template list to expand it and select a previously created template. If you have started entering data, template settings will override it. 

4. Make any changes if needed, then click Send.

Editar plantillas de solicitud de cliente

Para realizar cambios en tu plantilla de solicitud de cliente, sigue estos pasos:

1. Go to Templates > Firm templates from the left menu bar. 

2. Open the Client requests tab.

3. Click on the client request template name in the list or click the three dots to the far right of the client request template name and select Edit.

4. Make your edits, then click Save.

Nota

The changes you make to a client request template are not reflected in the requests already created from the same template. However, all new client requests based on this template that are sent from now on (including the ones in automations) will reflect the changes.

Plantillas de solicitud de cliente duplicadas

If you want to create a new template based on an existing one, click the three dots to the far right of the client request template name and select  Duplicate. A template copy will be saved with a suffix (e.g.,  End-of-Year Client Checklist (2)).

Borrar plantillas de solicitudes de clientes

To avoid clutter, remove a client request template if you no longer need it. However, all client requests created for clients with that template will remain. Click the three dots to the far right of the client request template name and select Delete from the dropdown, then confirm the action. All requests created for clients with that template will still remain.

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