How to use customer messages



Testing a customer messages job

After installing Customer Messages, we suggest doing some testing to get used to the screens and functionality, and to check that it works as expected in your environment.


For testing, we suggest you designate a "test group" of several people who will receive your test messages. Add each of these people as temporary customers (if not already) in your H2OS database for this purpose (they can be deleted later). Be sure to enter a mix of cell phone, e-mail addresses and telephone numbers for these customers so you can see the effect of different contact methods. To be able to identify these customer records for testing, add the keyword "*TEST* (including asterisks) to the end of each name,  e.g. MIKE JONES becomes MIKE JONES *TEST* . The Customer Messages feature is installed with a SELECT command named "TEST GROUP" which will select only records with the *TEST* keyword.  


Send an individual message

Locate one of your test customers and, If you've added the CUSTMSG command to your command system, you can click it to launch the message screen.  If you don't have this command setup, you can enter =CUSTMSG on the Search (command) entry field and press Enter. Thirdly, you can click New Msg on the Customer Messages page (if you've added this new page to your page system).


Type your message into the message screen. You can also insert text from the boilerplate library (that will add to or replace your existing message). You can send each message directly or save it to be sent later. Try both. Send another message to someone else, and so on.


Send a batch message job

Bring up the Customer Messages (CustMsgs page. Click the BATCH MSGS command on this page. The Customer Messages Job Manager screen will appear. Select the Message Jobs LIbrary page.


Select one of the test jobs setup with TEST GROUP as the record selection command name.


Send people in TEST GROUP a sample note from the Notes Library.


Check that the test notes were actually received. If you are using Outlook to send mail you will have copies of all messages sent by H2OS in your SEND ITEMS folder.


Message job plans

Consider using message job plans to group together several jobs for scheduling purposes. With a plan you can schedule groups of message jobs to be run. You might have one job to remind customers of scheduled work dates, another to thank customers serviced yesterday, and so on.