Notification on New Leads generated on Product Page

TRACKOMATIC_INDIA · January 18, 2025, 10:33am

Hello,
We are using ERPNext V15 along with Webshop. we have published several products on our website which are being handled by webshop app.

On product details page, we have a button for more details as shown in below image:

When a user visits our website and try to have details on product by clicking this button, it opens a webform as shown in below picture:

Upon having the user details and clicking the send button on the form, it creates a new lead in CRM on the ERPNext.

Everything works perfectly fine upto this stage. However, I am not able to see any notification for getting the new lead created in the CRM. I neither could find an option to activate System Notifications for lead doctype nor any option to send Email Notification on creating a new lead.

When any user submits the inquiry form the events should be triggered:

Send an email to website user informing them about receipt of their inquiry
assign the newly created lead to our employee with a system notification.

Can anyone help me in achieving the target of getting notified by email as soon as any user creates a lead through website product page inquiry form?

ejaaz · January 18, 2025, 12:23pm

Hi,
You can use Notification doctype to get notification
https://docs.frappe.io/erpnext/user/manual/en/notifications

In Recipients, you can select by field, create a role and select that role, or select based on a condition.

TRACKOMATIC_INDIA · January 18, 2025, 2:57pm

Hi,

I tried setting up the notification, both for email Chanel as well as for System Notifications. But none of that is working for us.

When ever the customer fills the “product enquiry” form attached to “contact us” button on product details page, we just receive a comment as below:

It looks like the form is adding only a comment under the activity section of the lead. None of the settings for notification are working out.

Can you guide me more in detail so that we can make this feature working i.e. sending an email notification to the website visitor and having a notification for the sales person to act on it?

ejaaz · January 18, 2025, 5:38pm

Hi @TRACKOMATIC_INDIA
I have set system notification on contact and I have got system notification

My notification setting

Please check your Recipients field value

TRACKOMATIC_INDIA · February 18, 2025, 8:39am

Hello,
I am having another problem with the notifications. I have set an email notification for the customer to have a follow-up on the quotation we have submitted to them.
The idea is to have a followup after 07 days of the quotation date. I have made the following setup for notification:

Can you please advise what is going wrong in the setup as I can see the notifications for today if I click the button on left top, but the email notification is not being sent to customers.

I’ll be thankful if anyone can help up on this…