Suggested by Oscar Goco – Needs Votes
There are two emails sent to a matched partner.
The first is the Referral Notification email alerts a partner to the fact that a customer has been referred.
The second email is the Partner Assignment Notification. This email is sent to customer, partner, referral requestor, FPM, and account team.
When a partner sends an email to the customer, that email may get quarantined or delivered in to the customer Junk Folder. Therefore, the customer never sees the email.
I had a few customers never seeing my emails even after repeated replies to the referral team, account team and/or customer.
With email security being implemented by many customers, I suggest to add a statement in the second email recommending the customer to add the Partner contact or partner domain name to their Safe Senders list or check their Junk folder or quarantine folder. This should minimize the problem with missed communications and delays between the customer and partner.
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Thank you for submitting your idea and the observations that partners are not seeing the referral as it is going to junk due to tightened security. Your suggestion has been escalated to the Referrals team for their review for feasibility. We will circle back with you as soon as we have any further information from that team.