New enquiries · WhatsApp · Utility
Channel partner lead registration acknowledgement
As soon as a channel partner registers a client for a project and the lead is checked for duplicates.
Template
Hi {{cp_name}}, your client {{client_name}} ({{client_phone_masked}}) is registered for {{project}}. Registration ID {{registration_id}}, valid till {{valid_till}}. The client must visit with this ID within the validity for the booking to be tagged to {{cp_firm}}.
Variables
- {{cp_name}}
- Suresh
- {{client_name}}
- Anil Kumar
- {{client_phone_masked}}
- 98XXXXXX21
- {{project}}
- Aurum Greens
- {{registration_id}}
- CP-2291
- {{valid_till}}
- 11 December 2026
- {{cp_firm}}
- Sai Properties
Meta’s editor numbers variables — {{1}}, {{2}} — in the order they appear.
Variations
If the client is already registered by someone else
Hi {{cp_name}}, {{client_name}} ({{client_phone_masked}}) is already registered for {{project}} under an earlier, valid registration, so we can’t tag this one to {{cp_firm}}. Reply here if you’d like the sourcing manager to review it.
Questions
Why mask the client’s phone number?
The message may be forwarded inside the partner’s team. Masking shows enough to identify the client without spreading their full number, which also fits India’s data-protection rules on sharing only what a purpose needs.
What if two partners register the same client?
The first valid registration usually wins, as long as the visit happens within its validity. Publish the rule to partners in advance and apply it the same way every time — that, more than any message, prevents disputes.
Tips
- Mask the client’s number in the reply; it protects the client and avoids arguments between partners.
- If the client is already registered by someone else, send a different “already registered” message — never silently reject.
- In PropZolo’s channel partner portal, registrations are checked for duplicates and time-stamped automatically.
Utility templates must relate to something the customer asked for.
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