This is a one time blast email to send out to all your contacts in eAutomate with an email address.
We require 5 business days notice in order to customize, install, test and go live.
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Do you need to notify all your customers that your office will be closed for the holidays, or that you're closed because of emergency weather. Perhaps your service department will be in training on Friday from 12 to 5pm and will not be responding to service calls during that time.
This is a one time blast email to send out to all your contacts in eAutomate with an email address, fully customizable cover email and you determine which contacts in eAutomate to send to
Run Schedule: One time run only, client selects day/time when to run
Type of Output: Email to your Customers "Customer Facing"
* * *
Sample
Sample
OR
* * *
Variables
Variables
NO VARIABLE OPTIONS
* * *
Alert Functionality
Alert Functionality
As this process is fully customizable, we require information from you before our install team can install this process in test mode:
- Template email exactly how it should look, and any attachment you want sent out with the email.
- You tell us exactly which contacts in eAutomate to send these notifications on. Some examples, all 'active' contacts with an email. OR, all customers contacts who have an active contract in Automate. OR anyone who has placed a service call in the last 12 months.
Once we have these details we will set up the alert in test mode, and send you a sample of what your customers would receive. Once you approve and are ready to send this out, the alert will email out one-time only.
The first step is to subscribe to this process ID457, and determine what email address you'd like the email to send from. You will also need to check that your IT Department has given ceojuice needed permissions to Send As (not on Behalf Of) that email address. Please see THIS LINK for those settings needed.
Next, send the cover email/contact list definition over to help@ceojuice.com with a note that this is for ID457.
Then, our install team will follow up with samples for your review.
We require 5 business days notice in order to customize, install, test and go live. A generic basic plain text email, that is sending emergency communication to your customers can typically be done a lot faster, but note it does depend on demand and availability of our install team. We encourage you to get all information over to us ASAP and as far in advance as possible to avoid any delays.
* * *
Best Practices & Tips
Best Practices & Tips
N/A
* * *
Related Alerts
Related Alerts
We have numerous 'customer facing' processes that you can email your customers to inform them or keep them up to date on activity. Search our website and select a tag of 'customer facing' for a full list of options
* * *
1 Comments