Guide to the Customer Messages section

 

 

This grid contains links to all of the topics in the Customer Messages section of this guide.

 

 

 

 

Getting Started with Customer Messages Individual Customer Messages

Batch Customer Messages

Maintaining Customer Messages
 
About Customer Messages
 
Customer messages FAQ
 
Installing Customer messages
 
How to use customer messages
 
Caution with sending messages
 
The Tel, E-Mail page is used by Customer Messages
 
When to send customer messages
 
Customer messages preview mode
 
HTML format e-mail
 
The Customer messages page
 
Customer Messages Notes Library
 
All messages are stored in the notes library
 
Create a new customer message
 
The customer messages Notes library
 
Change an individual message
 
Text merge substitution keywords
 

Method of Contact
 
Method of contact
 
Message sending methods
 
Sample text message
 
Sample telephone call list
 
Sample e-mail message
 
Sample printed (letter) message
 
 
 
About individual customer messages
 
Individual customer messages process
 
Create a customer message
 
Sending individual customer messages
 
Customer messages on the Cust Status page
 
 
About batch customer messages
 
 
Customer Message jobs
 
Create a customer message job
 
The customer messages job record
 
The message jobs library
 
 
 
Message job plans
 
About message job plans
 
Create a new plan
 
Change a plan
 
Schedule a plan
 
Delete a plan
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Customer Message operations
 
 
Batch customer messages process
 
Customer Messages procedures
 
Change a customer message job
 
Customer messages errors
 
Run a customer messages job from the message jobs library page
 
Run message jobs from the Schedule page
 
Run selected jobs from the Schedule page
 
 
 
 
 
Automated Customer scheduling
 
 
Schedule a customer message job
 
Schedule a recurring customer message job
 
Sending batch customer messages
 
Automatic scheduling notices
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Customer Message jobs manager screens
 
 
Customer Messages Jobs Manager
 
Customer messages jobs schedule page
 
Customer messages: job plans page
 
Customer messages jobs library page
 
Customer messages jobs history page
 
customer messages - jobs controls page
 
 
 
Sample applications for Customer Messages
 
 
Setup and run a batch message job, example
 
Message to sell added service while on-site: (gutter cleaning)
 
Message to customers on today's schedule
 
Message to schedule Spring system turn-ons
 
Message to schedule Fall system blow-outs
 
Messages for mid-summer special offer
 
Messages for mid-summer special offer
 
Message for job completion, thank you note
 
Message to follow-up for an estimate given
 
Message follow-up thanking customer
 
Example: batch machine launches customer messages to run ready scheduled jobs
 
Maintaining Customer Messages
 
 
 
Installing new sample notes, jobs and plans