NEW FEATURE: Automated Delivery Reminders

Comments Comments Off on NEW FEATURE: Automated Delivery Reminders by on May 26, 2009

Many people call to ask “Hey, when’s my next delivery?” You can provide answers 24/7/365 and reduce inbound calls by using email reminders instead. Customers first receive a personalized email invitation. After accepting the invitation, they can update reminder preferences any time using a personalized web page.

Watch a video explaining this feature

Usage

  1. Check Delivery tab for current status.email-reminder2
  2. Send an invitation to the customer.email-reminder3
  3. Example Headlight invitation.email-reminder4

Setup/Configuration

  1. Configure individual email settings. This is the “From:” address for invitations.email-reminder5
  2. Configure company email settings. Although invitations will appear to come from the individual user, this email server is used for all outbound emails.email-reminder6
  3. Customize invitation and reminder emails.email-reminder7

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