About: Contact automation is a condition-based part, lubricant and fluid alter system that automatically sends Service Reminder mobile optimzed emails. This article explains how to customize your offer and start automated daily delivery of Service ...
About: Contact automation includes Declined Work emails. This article explains how to customize and start automated daily sending of Declined Work pending email notification. Solution: Steps 1 & 2: Start ServiceIntelligence by clicking on the SI ...
About: Contact automation includes Thank You emails with an optional Review Request. This article explains how to customize and start automated daily sending of Thank You email to all customers serviced. Solution: Start ServiceIntelligence by ...
This article covers how to create a new targeted marketing campaign in Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED VERSION OF THE APPLICATION Left click Start New Campaign from column 1. You will see Marketing Campaign Gallery on the main ...
1. Open Service Intelligence. 2. In the top menu bar go to "Tools -> Contact Manager" 3. Search by name or email and click on the customer. 4. On the right, uncheck any communication you do not want the specific customer to receive. Important Note: ...