Notifications and Follow-up Reminders

Nusii emails you when your client opens, accepts or answers a proposal, so you know exactly when to follow up. You decide how many of those emails you get, and you can ask Nusii to remind you when a proposal is still waiting for an answer.

Every team member sets their own preferences. Go to Settings / Notifications. Changes are saved as soon as you tick or untick a box.

Proposal Tracking Notifications

This section covers two kinds of opens.

When your client opens the proposal. You always get an email the first time, with the subject “[Client name] has opened your proposal!”. For the opens after that, choose:

  • “Notify me immediately”: an email for every open.
  • “Notify me daily”: one email a day, “Your Nusii proposal activity”, with the previous day’s opens and PDF downloads.

When your client opens the proposal email. Choose “Notify me the first time only” (the default) or “Notify me each time”. Untick both if you don’t want these emails at all. Email opens are detected with a tracking image, and some email apps block that image or load it on their own, so treat an email open as a hint. A proposal open is the stronger signal.

Proposal Acceptance Notifications

With “Notify me immediately” ticked (it is by default), you get an email the moment a client answers:

  • Accepted: “Congratulations, your proposal has been accepted!”, with the signed proposal attached as a PDF and any message your client left.
  • Rejected: “Sorry, your proposal has been rejected”, with your client’s message.
  • More information requested: “Your client has asked for further information about their proposal”, with their question.

Replying to these emails goes straight to your client.

Only Mine or All

Next to “Proposal Tracking Notifications” and “Proposal Acceptance Notifications” you may see an “Only Mine” / “All” switch:

  • “Only Mine”: emails about proposals you prepared or sent.
  • “All”: emails about every proposal in the account. This suits account owners and sales managers who want to see everything.

The switch only shows for team members whose role includes the “Manage notifications” permission (see Custom Permissions).

Automatic Outreach Reminders

A client who hasn’t answered after a few days often just needs a nudge. Tick one or more “Remind me after” options (1, 2, 3, 5, 7 or 14 days) and Nusii emails you with the subject “Nusii follow up reminder for [client name].”. Your client doesn’t receive anything, so the follow-up stays personal.

A few things to know:

  • Reminders are set when you send a proposal with Nusii’s “Send Proposal” button, using your settings at that moment. Sending the proposal again starts them over.
  • A reminder only goes out while the proposal is still waiting for an answer (Pending or Clarification) and isn’t archived. If your client accepts or rejects first, you won’t get it.
  • Automatic Outreach Reminders are available on the Agency and Business plans.

Account Activity Reports

Tick “Weekly” (on by default) or “Monthly” to get a summary of your proposals: money earned, proposals sent, accepted, rejected, pending and views. Weekly reports arrive on Mondays and monthly reports on the first of the month. See Weekly Reports for what’s in them.

What sends you an email

What happens Email
Your client opens the proposal email Depends on your email open setting (first time only by default)
Your client opens the proposal Always the first time; after that, immediately or in the daily email
Your client downloads the PDF Only in the daily email, if “Notify me daily” is ticked
Your client accepts, rejects or asks for more information Yes, if “Notify me immediately” is ticked under Proposal Acceptance Notifications
Your client pays a deposit No email. It shows in the proposal’s activity
Your proposal email bounces Always: “Nusii - Your email has bounced. Action required”
A follow-up reminder is due Yes, if you’ve set up Automatic Outreach Reminders

Everything also shows in the activity feed on the Proposal Overview. Click “view info” next to an activity to see the email you sent or the message your client left.

Get notifications in Slack

Prefer a team channel to your inbox? Connect Slack and Nusii posts a message each time a proposal is Accepted, Rejected, Sent or Viewed.

Not getting a notification?

If a client accepted and the email never arrived, check these first:

  1. Your setting. Make sure “Notify me immediately” is ticked under Proposal Acceptance Notifications.
  2. Whose proposal it is. Emails go to the person the proposal is prepared by and the person who sent it. If a colleague sent it, choose “All” to get emails for every proposal.
  3. Your inbox. Notifications come from proposal@nusii.com or support@nusii.com. Check your spam or junk folder and add both addresses to your contacts.
  4. How it was accepted. If you or a colleague marked the proposal as Accepted yourselves, Nusii doesn’t send an acceptance email. That only happens when the client accepts.

The activity feed on the Proposal Overview is the full record, so you can always see what happened there.

If you have any questions, just ping us below. We’ll be happy to help!