Email & Text Messaging
By Angel and 2 others3 authors14 articles
- How To Receive Client Email & Text ResponsesLearn where client replies to emails and text messages go, and how to set the Primary E-mail and Primary Phone that receive those responses.
- Text Message Confirmations Overview
- How to Prompt Clients to Opt In for Text Marketing - Desktop
- Sending ReceiptsLearn how to set up automatic email receipts, send receipts after checkout, and print from a Clover device.
- How To Edit Messaging TemplatesLearn how to find and edit your email and text message templates, use the editing tools, and add <Insert> items to personalize each message.
- How To Create an Email Marketing CampaignLearn how to set up a one-time or recurring email marketing campaign, choose which clients receive it, and create the email for your campaign.
- Twilio’s Regulatory Compliance - UK OnlyUnderstand new UK KYC regulations and how to complete the required Twilio compliance form for text messaging.
- Text Marketing Start Guide - DesktopEverything you need to set up text marketing: sign up, create campaigns and templates, manage reminders and responses, prompt clients to opt in, and track usage.
- Messaging Best PracticesLearn how to manage client messaging responsibly, including messaging compliance, formatting, and best practices to ensure clear communication and successful delivery to clients.
- Messaging Service Overview
- Modifying Text Reminder TemplatesLearn how to edit text reminder templates so your messages are clear, consistent, and formatted correctly for clients.
- How To Resend an Appointment ReminderLearn how to resend an appointment reminder to a client from the appointment ticket, and when the software resends reminders automatically.
- How To Set Up Text Marketing & CampaignsLearn how to sign up for text marketing and create a text message campaign to send to your clients, including one-time and recurring campaigns.
- How To Use 2-Way Texting - DesktopLearn how to send and receive text messages with clients from the desktop software, start new conversations, and view unread or archived messages.