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How to use CRM Automatic Messages

  • Latest News
  • September 4, 2020
How to use CRM Automatic Messages

On the CRM dashboard, click on Go to Automatic Messages by selecting the yellow option.

The options available for Automatic Messages are listed on the left-hand side with the Template Names in the center column.

Select the greeting template you wish to send. Please note that you can only choose one of the birthday wishes for your automatic birthday message. If you select another template option, your contacts will be linked to the current template only, until changed.

Once you have selected your template, click on Edit Message Contact Group to select your contacts.

Automatic Message Editor allows you to select the contact groups you wish to include in your automatic messages. Simply select the contact groups you want to include and submit.

Monitoring your Automatic Messages

To monitor your Automatic Messages and make use of a touch point opportunity to call the recipient on their birthday or Housiversary, check in on CRM Automatic Messaging. Select the greeting and view the Messaging Report Log. If you have a lot of contacts, you should check this log on a daily basis and take the opportunity to make contact with your clients. Phone Numbers appear on the Messaging Report Log for your convenience, if you added them on your database.

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