The Edge
Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
This feature allows you to create rules so that Notifications are automatically sent out via text or email.
WHAT IT DOES
You can use this to set up reminders for job pickups, appointments, or to automatically send a text or email for a customer’s birthday or anniversary.
HOW IT WORKS
Note: Before using this feature, you must create a Notification Template for each notification
you wish
to send.
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Click Administrative > Automation Rules > Automation Rules, then click Add Timed Rule.
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Enter a Name and click Next.
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Select Automated Notification and click Next.
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Select the Notification Type, then specify either an Email Template, SMS Template, or both. After choosing the template(s), set the desired Time Options. For example, you can create a Repair Done Reminder that will go out to the customer 7 days after their repair was finished if it still has not been picked up. This reminder will only be sent once and will use the same Notification Type that was set on the job record.
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After setting your options, click Next and then Finish to save your rule.
EXPAND YOUR EDGE EDUCATION
There’s more to this feature! Visit EdgeUser.com or click the button below and search for Automated Notification Rules. You’ll find information on how to edit, delete,a nd undelete these rules. Plus, there’s a handy tip sheet. Then continue to empower your business by watching webinars, reading articles from The Edge Knowledgebase, and engaging in discussions with fellow Edge users.
