CRM WebinarShop Manager provides a Customer Relationship Management (CRM) email service, through which you can keep in touch with your customers through the entire service cycle. We call it 360° Customer Contact. It provides messages at the following contact points: appointments, thank you, no show, deferred work, and inactivity.
Before reading this article, consider watching this video:
After enabling CRM Email services, the settings on customer contact cards will determine which customers will receive email messages.
Follow these steps to configure the CRM Email service:
Click on the Setup button in the ribbon, then click Email Services under the CRM node of the tree menu in the left window pane.
In the Email Settings section, edit the following:
Reminder 1: Enter the number of days before the appointment date that you want the first reminder to be sent. This is typically known as a soft reminder. If you do not want reminder one to be sent, enter zero.
Reminder 2: Enter the number of days before the appointment date that you want the second reminder to be sent. This is typically know as a hard reminder. If you do not want reminder two to be sent, enter zero.
Thank You: Enter the number of days after the invoice is posted before a thank you message is sent. If you do not want a thank you message to be sent, enter zero.
No Show: Enter the number of days after a missed appointment before a no show message is sent. If you do not want a no show message to be sent, enter zero.
Deferred: Enter the number of days after the work is deferred before a deferred message is sent. If you do not want a deferred message to be sent, enter zero.
Inactive: Enter the number of days since the last invoice was posted before an inactive message is sent. If you do not want inactive messages to be sent, enter zero.
Inactive 2: Enter the number of days since the last invoice was posted before a second inactive message is sent. If you do not want inactive messages to be sent, enter zero.
Dead: Enter the number of days since the last invoice was posted before a dead message is sent. If you do not want dead messages to be sent enter zero.
Sender Email: The email address of the sender.
Feedback URL: If you have a web page with a customer service survey, enter the address for it here and it will be included as a link in the thank you messages. If you do not we can construct a survey page for you to use. Alternatively, you can leave the field blank and it will not be used.
Address: The address of your shop. This will be used as part of the signature in the messages.
Turn on email service: This check box is grayed out and is only changeable by our CRM team. It will be turned on or off at your request.
In the Email Template section, edit the following:
Template: Click on the drop-down list to choose the template you wish to view or test.
Test - Click the Test button to have an email message sent to you based on the selected template.
View - Click the View button to view the selected template as configured by our CRM team.