Hi Support Team,
I’m currently working on Step 5 of Decile Mastery. In the Advanced Link Automation section, I can’t see the option to send the PACT.
Could you please help me with this?
Thank you!
Community Member
4 replies
Community Member
Decile Base AI
Hi! Happy to help with this.
There are two ways to send a PACT in Decile Hub:
Option 1 - Via the pipeline:
1. Expand Fundraising and find your prospect
2. Click the "Send Email" button
3. Select "5.1. PACT: Send (v1)" from the Email Template dropdown
4. Click the green "Send Email" button
Option 2 - Via the blue + button:
1. Click the big blue + button (bottom right of the screen)
2. Click "Send PACT"
3. Fill in the email address and send
Note that the "Send PACT" button via Option 2 has had some reported issues with the template not loading correctly. If you run into that, Option 1 is the more reliable path.
If neither of these gets you where you need to be for Step 5, let us know and we can dig in further!
Community Member
Hi Woody,
Thank you for your reply.
I’m having an issue where my test emails do not show the PACT banner.
I first selected the “Material Sent” template and set it to automatically send the PACT, but it didn’t work. Then I tried the “PACT Email (5.1)” template, but I still have the same issue — the PACT banner is missing from my test emails.
I also tried sending the “Material Sent” email first and then sending the PACT manually, but I received a message saying the prospect had already received an identical email within 24 hours.
I’ve checked the steps multiple times with a couple of group members, and everything seems correct. We think it might be a glitch in my Decile Hub.
I have already sent a email to VC Lab (private@decilegroup.com) as a prospect. Could you please check if the correct email was received on your side, or confirm if this might be a system issue causing the PACT banner not to appear in my test emails?
Many thanks,
Faye
Community Member
Hi Faye, I think there might be some confusion here. Sorry if the assistant or the AI in our knowledge base has led you astray here.
When sending a PACT email, there's just a text hyperlink to the PACT form; that's all. The only feature that is a PACT "banner" is on data room files, which is an option you can turn on or off for a Data Room in the "Files" feature. It's not related to emailing in Hub.
When sending a PACT email, there's just a text hyperlink to the PACT form; that's all. The only feature that is a PACT "banner" is on data room files, which is an option you can turn on or off for a Data Room in the "Files" feature. It's not related to emailing in Hub.
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