You can create rules so that text and email Notifications are automatically sent out when the conditions of the rules are met.
This feature works with the following areas of the software:
- Appointments
Send reminders to customers for upcoming appointments.
- Customer Occasions
Send messages to customers based on birthday and anniversary dates.
- Opportunities
Send notifications to associates or customers when their opportunity meets criteria, such as becoming stale or being closed.
- Sales
Send texts or emails to customers based on sales criteria. For example, you could create a rule to automatically send a ‘Thank you’ message on new purchases.
- Services - Repairs / Custom Jobs / Special Orders / Appraisals
Send notifications before the job is picked up or after. For example, you might create an overdue repair reminder that goes out 7 days after it has not been picked up. Or a rule to email a customer 2 years after an appraisal is picked up reminding them to come in to get it updated.