Example Automated Notification Rules


Appraisal Update Reminder

An email that gets sent 2 years after an appraisal is completed reminding the customer to come back in to get it updated. 

 

Pearl Restringing Reminder

An email reminder that goes out 1 year after the job is picked up for any repair that included a pearl restringing task SKU.

 

Repair Sizing Check

A text message that goes out 1 week after a job is picked up for any repair that included a sizing task SKU to ask if the new size still fits properly.

 

Repair 1 Week Checkup

An email and text that goes out 1 week after a repair is picked up to make sure the client is satisfied with the work.

 

New Purchase Thank You

A text or email that goes out the day after a customer purchases to thank them for their purchase.

 

Stale Opportunity Reminder

A text or email that goes to an associate when one of their opportunities becomes stale.

 

Updated on Mon, 24 Apr 2023 by Angela Chiaravalle

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