daisycrego / jbg-admin

Admin app for Jill Biggs Group follow-up boss event management
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Improve the `Possible Zillow Flex Exemption` emails #30

Closed daisycrego closed 3 years ago

daisycrego commented 3 years ago

Zillow Exemption email example

Possible Zillow Flex Exemption Identified

Event Details

Person Details

Dan's feedback

well... that didn't take long! Great to see the email fire so quickly! The source URL that is showing under Person Details is the link to the Zillow Premier Agent app that I was wondering if we could get from the embedded app. Is that "source URL" from the Person object or the event object?

It would be super helpful to have a link to the FUB person. The person id is in the JSON - can you use that to create a link: https://jillkbiggs.followupboss.com/2/people/view/[person ID]

The email and phone data under Person is sub arrays in the json and are not reading out in the email. Don't think those data fields are needed in the note.

daisycrego commented 3 years ago

More feedback

daisy - can you change the format where the very top of the email, above Even Details has the

We're probably not really ever going to look at the JSON detail, the big thing here is the PA (premier agent) URL and the FUB URL. Don't remove the detail, but having the links at the top would be nice.

daisycrego commented 3 years ago

Made all of these revisions, let's see how the emails start looking now.