Contact Reminder Notifications
Step-by-Step Guide
Login to your administration panel admin.yourwebsiteaddress.com
Browse to a contact's profile and edit the contact with the cog/gear icon from the contact profile page.
Click the Email / SMS tab
Set the reminders to the frequency that you would like them to go out and click save.
NOTE: Admins can review automated system emails by visiting the Email/SMS tab when reviewing a contact’s account info.
Automated reminder notifications are sent to contacts via Email and SMS for a variety of reasons:
They have Abandoned carts
Quotes waiting for them to reply or place the order
Orders on hold, and design orders on hold
By default these type reminders are sent weekly.
The frequencies for the reminders can be set to notify them daily, weekly, monthly or disabled.
Contacts must have "Do Not Email" turned off in order to receive email notifications.
Additionally, newly created contacts will receive a "nudge" reminder email one day after the account is created and another 30 days after the contact account was created unless 1) the contact has placed an order with at least one job, or 2) an admin has changed the Contact Type value from "Lead" to "Customer" manually in the contact's account profile.
Day After Reminder:
Hello <contact first name>, we noticed that you set up an account online and we wanted to properly welcome you to <company name>! If there is ever anything we can do to service you, please do not hesitate to let one of us know.
Thank You
<company name>
<company url>
30 Day Reminder:
Hello <contact first name>, you created an account on <company name> about a month ago and we just wanted to make sure you haven't forgotten about us.
If there is ever anything we can do to service you, please do not hesitate to let one of us know.
Thank You
<company name>
<company url>