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How can I send the 'WAHOO' email to more than one team member?
How can I send the 'WAHOO' email to more than one team member?

Find out how to send the notification email that lets you know who has signed their Engagement Letter, to more than one team member.

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Written by Support
Updated over 2 years ago

What Is The Wahoo E-mail?

When your Engagement Letter is signed, the staff member who created the proposal will receive an email to let them know. This is called the 'Wahoo' email.

You might want to ensure another team member, or general admin address is included in these emails every time.

Sending The Wahoo Email To More Than One Team Member

Step 1: Go to Configure > Engagement Letters > Emails


Step 2: Scroll down to the staff email content

Step 3: Use the additionally e-mail to field to add other staff members to these emails

If you add more than one team member, then please ensure these are separated by a comma.

Step 4: Save your changes

Click the 'Save settings' button to ensure your changes are saved.

Sending Custom Wahoo Emails To More Than One Team Member

If you have customised your 'Wahoo' email within a template you may need to make sure that all the relevant staff members are still notified of an engagement letter acceptance.
Custom Wahoo Emails are the specific notification email that is sent when this particular template is used to create an Engagement Letter.
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To check if you have any custom wahoo emails set up that may need amending, here's how to do it.

Step 1: Head to Configure > Templates & Emails

Step 2: Click the 'Edit button on a template

The edit button can be found to the far right of a template

Step 3: Scroll down to the 'Custom Wahoo Email' section.

If the Custom Wahoo Email feature toggled off there's nothing that needs to be edited.
If the Custom Wahoo Email feature is turned on, then see step 4.

Step 4: Check the 'Additionally email to' section

Add in any staff email addresses who may need to receive a notification of when a client accepts their Engagement Letter.
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Step 5: Save your changes

Click the 'Save template' button to save your changes.

If you have any questions, please reach out to us! πŸ˜ƒ

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