Emails, Surveys, and Testimonials Topics
The email center is under the Settings link, and it will allow you to activate and customize any of the emails that are sent from InflatableOffice.
These emails once activated are sent out according to their description. The system looks once per hour to decide what emails need to be sent. Some of the emails, such as the Contract reminder ones, are configured so that they will not be sent to the customer more than once in a two week period.
Some emails may be configured to send out to the customer 2 weeks prior to their event. If the event is booked nearer to the event date, however, these emails will not be sent to the customer (with the exception of the Event Reminder emails, these will still get sent properly). You will have to manually send these to them if you would like them to get those emails. Go to the Email Center, edit that particular email, enter their Lead ID in the box for who to email to, and click Send Manually. You must use the Lead ID if you want the variables in the template properly replaced.
Enter the lead id in the To box to manually send an automatic email manually.
These are emails you will have to send manually. On the leads page you can send the Quote, Contract, and Shift emails on the appropriate tab.
To send a newsletter to all of your existing customers, go to the Email Center, and click New Email at the bottom right. It is recommended that you test your newsletter before activating it. You can set the date you would like the system to begin sending the newsletter (Begin Sending Date). Newsletters will automatically contain an unsubscribe link on them, so you do not need to add it to the template. The newsletter will send to all contacts in your address book and any new contact added over the next 2 days.
If you or your customers are having trouble receiving emails sent by our system,please let us know. We can configure the system to relay all your emails through your own email system if you would like.
You can go to Settings->Alerts to configure these. The system will send emails to the specified address when an event occurs, such as when a customer books online or makes a payment. You can also activate it to email the sales rep that has been assigned to that particular event. To assign sales reps, you need the workers module enabled.
There are several surveys that the software can send out: Customer survey (sent with the Customer Thank you email), Manager survey (sent to ask the manager to report on the event, what items need repaired, and if any shift times need adjusted), Visitor survey (sent to people that got a quote from you, but never booked).
You will see an alert on the Overview page when a survey is completed. Click the Survey tab on a lead to view the results of any survey.
The default surveys are designed very well, but if you would like to customize them, please contact us.
The last question of the customer survey asks the customer to write a review of your company. These reviews are collected, and can be seen under Settings -> Testimonials. Here you can add a new testimonial. After choosing “New Testimonial”, you will see your new customer reviews in the box below. Click on one to view it and then save to display it to your customers. Now you will see it in the main list of testimonials at tho top of this page.
At the top of the page you'll see the link “view/hide code”. Click this, and you will see a box with html code in it. Place this on your website where you would like, and it will generate a box that will show your latest customer testimonials on your website. You can configure which reviews show up on your site by adding or removing them on the testimonials page. You can also configure the number of reviews to randomly show on your site by editing the appropriate part of the code.