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Knowledgebase : Email Automation
ABOUT: Contact automation includes APPOINTMENT REMINDER emails and SMS messaging. This article explains how to customize and start automated daily sending of Appointment Reminders. SOLUTION: STEPS 1 & 2: Start SERVICEINTELLIGENCEby clicking on the SI icon, also found under ALL PROGRAMS/EAUTOCLUB/SERVICEINTELLIGENCE.EXE. For Step 1, click TODAY'S CUSTOMER CONTACTSbar at the bottom left of the ServiceIntelligence desktop application and then select "APPOINTMENT". STEPS 3: Click on the "TARGET" Tab, ...
ABOUT: Contact automation is a condition-based part, lubricant and fluid alter system that automatically send SERVICE REMINDER mobile optimzed emails. This article explains how to customize your offer and start automated daily delivery of SERVICE REMINDER email and optionally, postcards. SOLUTION: STEP 1: Start SERVICEINTELLIGENCEby clicking on the SI icon, also found under ALL PROGRAMS/EAUTOCLUB/SERVICEINTELLIGENCE.EXE. Inside of SI, click "SERVICE REMINDERS" bar at the bottom left of the ServiceIn...
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 SERVICEINTELLIGENCEby clicking on the SI icon, also found under ALL PROGRAMS/EAUTOCLUB/SERVICEINTELLIGENCE.EXE. Inside of SI, click TODAY'S CUSTOMER CONTACTSbar at the bottom left of the ServiceIntelligence desktop application and select "DECLINED WORK". STEPS 3: Click on the Target tab if you are...
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. Do no uncheck print, or you will not see the the customer in the future on trying to search for them.